# ![@TheBondFreak Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::43024849.png) @TheBondFreak Randy Woodward

Randy Woodward posts on X about fed, inflation, deflation, debt the most. They currently have [-------] followers and [---] posts still getting attention that total [----------] engagements in the last [--] hours.

### Engagements: [----------] [#](/creator/twitter::43024849/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::43024849/c:line/m:interactions.svg)

- [--] Week [-----] -85%
- [--] Month [-------] +145%
- [--] Months [-------] -51%
- [--] Year [---------] +52%

### Mentions: [--] [#](/creator/twitter::43024849/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::43024849/c:line/m:posts_active.svg)

- [--] Week [--] -53%
- [--] Month [--] +25%
- [--] Months [---] +43%
- [--] Year [---] +4.10%

### Followers: [-------] [#](/creator/twitter::43024849/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::43024849/c:line/m:followers.svg)

- [--] Week [------] -0.07%
- [--] Month [------] +0.36%
- [--] Months [------] -0.31%
- [--] Year [------] +1.80%

### CreatorRank: undefined [#](/creator/twitter::43024849/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::43024849/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [celebrities](/list/celebrities)  [stocks](/list/stocks)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [travel destinations](/list/travel-destinations)  [social networks](/list/social-networks)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[fed](/topic/fed), [inflation](/topic/inflation), [deflation](/topic/deflation), [debt](/topic/debt), [bloomberg](/topic/bloomberg), [money](/topic/money), [futures](/topic/futures), [elon musk](/topic/elon-musk), [fomc](/topic/fomc), [balance sheet](/topic/balance-sheet)

**Top accounts mentioned or mentioned by**
[@dimartinobooth](/creator/undefined) [@dapstats](/creator/undefined) [@zerohedge](/creator/undefined) [@stimpyz1](/creator/undefined) [@dorfmanjeffrey](/creator/undefined) [@breaking911](/creator/undefined) [@profplum99](/creator/undefined) [@elonmusk](/creator/undefined) [@jackfarley96](/creator/undefined) [@gratkewealth](/creator/undefined) [@nicktimiraos](/creator/undefined) [@fedguy12](/creator/undefined) [@nntaleb](/creator/undefined) [@top100rick](/creator/undefined) [@usroute41](/creator/undefined) [@laziestofdans](/creator/undefined) [@tyillc](/creator/undefined) [@m3melody](/creator/undefined) [@bbm010](/creator/undefined) [@rudyhavenstein](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/$tsla) [BlackRock Inc (BLK)](/topic/blackrock) [Freicoin (FRC)](/topic/$frc) [PSYOP (PSYOP)](/topic/$psyop)
### Top Social Posts
Top posts by engagements in the last [--] hours

"ALL financial asset prices MUST be supported. They'll never be able to get out of all this"  
[X Link](https://x.com/anyuser/status/1272594139058778112)  2020-06-15T18:17Z 46.9K followers, [---] engagements


"This could get interesting"  
[X Link](https://x.com/TheBondFreak/status/2014373157671506246)  2026-01-22T16:22Z 46.9K followers, 84.2K engagements


"Mainstream doesn't know anything about Truflation. However it's certainly been an excellent prediction on the coming trend in PCE and more importantly CPI because THAT's what mainstream does know. Falling below 2% would be something but crashing towards 0% would be even more something. Stay tuned https://twitter.com/i/web/status/2018329658014523555 https://twitter.com/i/web/status/2018329658014523555"  
[X Link](https://x.com/TheBondFreak/status/2018329658014523555)  2026-02-02T14:24Z 46.9K followers, 81.2K engagements


"10yr trading below 1.40% once again"  
[X Link](https://x.com/TheBondFreak/status/1471838492099555332)  2021-12-17T13:43Z 46.9K followers, [---] engagements


"Powell has mentioned the Cleveland Fed "New" rents vs. that of "All" rents knowing that New will lead the All. New rents just came in at -2.43%"  
[X Link](https://x.com/TheBondFreak/status/1882086607576297803)  2025-01-22T15:23Z 46.9K followers, 282.4K engagements


"Why is this no big deal"  
[X Link](https://x.com/anyuser/status/1895174202082369770)  2025-02-27T18:08Z 46.9K followers, 591.4K engagements


"Many jumping on the @profplum99 "passive" train"  
[X Link](https://x.com/TheBondFreak/status/1997062845041975774)  2025-12-05T21:57Z 46.9K followers, 22K engagements


"@BoringBiz_ Or get a job at Bloomberg have pretty much unfettered access to all Wall Street trading desks and find your path from there. Worked pretty well for me"  
[X Link](https://x.com/TheBondFreak/status/2010350752989159546)  2026-01-11T13:59Z 46.8K followers, [----] engagements


"@_willcompton Thinking of doing the same. But I cant figure out if @BestBuy is open"  
[X Link](https://x.com/TheBondFreak/status/2016224097647157392)  2026-01-27T18:57Z 46.8K followers, [----] engagements


"@djandylex @PettusWX @NESpower [----]. Yep Brutal"  
[X Link](https://x.com/TheBondFreak/status/2016259013076197809)  2026-01-27T21:16Z 46.8K followers, [--] engagements


"You didn't grow up in the north did you I don't get how so many people on here don't understand that there are many factors that affect surface temps. Official temps try and remove all other factors to report temps. Have you never walked out of the sunlight and into the shadows https://twitter.com/i/web/status/2016606441629495499 https://twitter.com/i/web/status/2016606441629495499"  
[X Link](https://x.com/TheBondFreak/status/2016606441629495499)  2026-01-28T20:16Z 46.8K followers, [--] engagements


"It doesnt. But when he showed up again with a firearm illegally messing with law enforcement again bad things can happen. And go sea ch videos of cops being shot and killed in an instant. I just dont understand how they let themselves get brainwashed into doing these illegal ignorant things. https://twitter.com/i/web/status/2016637387460293005 https://twitter.com/i/web/status/2016637387460293005"  
[X Link](https://x.com/TheBondFreak/status/2016637387460293005)  2026-01-28T22:19Z 46.8K followers, [--] engagements


"@CBCIza @mattvanswol I don't get raiding job sites. That's like just low-hanging fruit. Unless they know for sure there's a criminal there leave them alone for now. Get the bad guys out of here. Then go back with a system to help the hard working people get citizenship"  
[X Link](https://x.com/TheBondFreak/status/2016904073509757198)  2026-01-29T15:59Z 46.8K followers, [--] engagements


"@DavidAyers3923 @johnrich No that will always be prime real estate. But they really need to get those power lines underground"  
[X Link](https://x.com/TheBondFreak/status/2017265346483282362)  2026-01-30T15:55Z 46.8K followers, [--] engagements


"https://x.com/i/spaces/1jMKgReZrjwxL https://x.com/i/spaces/1jMKgReZrjwxL"  
[X Link](https://x.com/TheBondFreak/status/2017287971028840616)  2026-01-30T17:25Z 46.8K followers, [----] engagements


""Suicidal Empathy" 🚨#BREAKING: My friend @DataRepublican has just uncovered that hundreds of people who have been supporting the anti-ICE groups in North Carolina. .ARE TEACHERS CITY COUNCIL MEMBERS AND SCHOOL BOARD MEMBERS AND EVEN MAYORS OF MAJOR CITIES WHAT IS GOING ON 🚨#BREAKING: My friend @DataRepublican has just uncovered that hundreds of people who have been supporting the anti-ICE groups in North Carolina. .ARE TEACHERS CITY COUNCIL MEMBERS AND SCHOOL BOARD MEMBERS AND EVEN MAYORS OF MAJOR CITIES WHAT IS GOING ON"  
[X Link](https://x.com/TheBondFreak/status/2018350667992121705)  2026-02-02T15:47Z 47K followers, [----] engagements


"@StillWatersPost @dapstats @DiMartinoBooth @PekalaLaw @USRoute41 @LaziestofDans @GratkeWealth @Sorenthek @MotherCabriniNY @bondstrategist Yep The demand/requirement for PE firms to get their invested money distributed as fast as possible is insatiable. Kind of like a use or lose it situation. Not an optimal situation for risk assessment"  
[X Link](https://x.com/TheBondFreak/status/2018377327172796489)  2026-02-02T17:33Z 47K followers, [----] engagements


"@ShawnRyan762 @0dayCTF So we've received more #EpsteinFiles and some of the more sick and twisted stuff almost seems made up. But the sad truth is there's ALWAYS something even worse going on in the shadows. This episode will give you just a glimpse into those shadows. Ryan gives you actual evidence of the sick and twisted that exist. But as Ayn Rand said when you have positions of unique power statistically someone sick and twisted will obtain that power or that power will allow the sick and twisted in them to be unleashed. So when you see things that seem impossible seem made up they're"  
[X Link](https://x.com/TheBondFreak/status/2018397363321057398)  2026-02-02T18:53Z 46.9K followers, [----] engagements


"@MrBDelany Well for what "may" come yes. But in the end it's the headline number that matters. And the Fed can sing PCE all they want but the rest of the country the headline number is CPI. That's the number my mom will hear about"  
[X Link](https://x.com/TheBondFreak/status/2018410208410718412)  2026-02-02T19:44Z 46.9K followers, [----] engagements


"@Solwoldjr74 But.CPI is really what markets will react to.no matter what the Fed says. CPI is what our parents will see.no PCE. It's all about managing sentiment and as it goes for inflation it's CPI that matters"  
[X Link](https://x.com/TheBondFreak/status/2018437041155907962)  2026-02-02T21:31Z 47K followers, [----] engagements


"Such a good idea. Theyre breaking the law. Just like a friend who had $75 worth of Cuban cigars shipped to him. They found it and stripped his tsa and global entry. BREAKING - Leftists are melting down after it was revealed ICE is submitting images of agitators who stalk and impede federal agents to the TSA with Global Entry and TSA PreCheck privileges now being revoked for those found interfering with immigration enforcement operations. https://t.co/FwGL4S6786 BREAKING - Leftists are melting down after it was revealed ICE is submitting images of agitators who stalk and impede federal agents"  
[X Link](https://x.com/TheBondFreak/status/2018462623403213046)  2026-02-02T23:12Z 46.9K followers, [----] engagements


"@sabregold19991 100%. That said.seems like they're always looking for the next reason to provide stimulus and keep the debt-monster alive and well"  
[X Link](https://x.com/TheBondFreak/status/2018699572076224762)  2026-02-03T14:54Z 47K followers, [---] engagements


"@Mangan150 A lot of "notable" people experiencing that lately"  
[X Link](https://x.com/TheBondFreak/status/2018701886954598465)  2026-02-03T15:03Z 46.9K followers, [---] engagements


"@JT_Marlin_ @sabregold19991 @HoweGeneration No offense to Neil but "Generations" is probably the only book I've never finished. I got the point but sooooooo many words. That said I think the "Fourth Turning" gets the point across and in a more current setting"  
[X Link](https://x.com/TheBondFreak/status/2018715104229892405)  2026-02-03T15:56Z 47K followers, [--] engagements


"@TraderBreeze I had a long talk with an ex-Senator on this.off the record of course. You either play the game or you're gone asap"  
[X Link](https://x.com/TheBondFreak/status/2019117276310720567)  2026-02-04T18:34Z 47K followers, [--] engagements


""one of many people" is a classic non-apology. It's like saying "I'm sorry for whatever I did". Bill Gates breaks silence on the latest release of Epstein files: I was foolish to spend time with him. I was one of many people who regret ever knowing him. https://t.co/PXBYoAo1mq Bill Gates breaks silence on the latest release of Epstein files: I was foolish to spend time with him. I was one of many people who regret ever knowing him. https://t.co/PXBYoAo1mq"  
[X Link](https://x.com/TheBondFreak/status/2019157638601486646)  2026-02-04T21:14Z 47K followers, [----] engagements


"Well if this turns out to be accurate. Watching @tomkeene always makes me miss Mark Haines. Too few true professionals left in financial media. What a pleasure to join @tomkeene & @ptsweeney today @BloombergRadio Between my warning Warsh will have to "Clean up Aisle 5" w/ "an unusually large rate cut" should @federalreserve drag its feet & @Claudia_Sahm caution on jobs revisions they were still talking an hour later https://t.co/8gc32621MP What a pleasure to join @tomkeene & @ptsweeney today @BloombergRadio Between my warning Warsh will have to "Clean up Aisle 5" w/ "an unusually large rate"  
[X Link](https://x.com/TheBondFreak/status/2019813494485590046)  2026-02-06T16:40Z 46.9K followers, 12.2K engagements


"I covered Hancock Bank a long time ago and met with Leo Seal many times. One day I was sitting with the Treasurer in her office when a friend of hers called. She said "oh my god and just laughed". When she got off she told me that a friend was driving by a Hancock branch in the middle of MS and said she saw Leo out front in his usual seersucker with a wash cloth cleaning the marquee. THAT's community banking"  
[X Link](https://x.com/TheBondFreak/status/2019862036805558415)  2026-02-06T19:53Z 47K followers, [---] engagements


"Ha And they say bowling isn't a sport. Take that Give this man a trophy 👏 https://t.co/INbk20c0OK Give this man a trophy 👏 https://t.co/INbk20c0OK"  
[X Link](https://x.com/anyuser/status/2020976056782790781)  2026-02-09T21:40Z 46.9K followers, [----] engagements


""The TRUTH will never be known".it's really just that simple. All the un-redacted names or the doxed names are simply scapegoats with no real consequence to the hidden powers in government. Which means.they'll just keep on doing what they've been doing. @TheBondFreak There are reportedly still over [--] million pages of documents that have not been released. Of the ones that have - the FBI scrubbed and redacted before turning over to DOJ according to congressional representatives from both parties. The TRUTH will never be known @TheBondFreak There are reportedly still over [--] million pages of"  
[X Link](https://x.com/anyuser/status/2021330527366545895)  2026-02-10T21:08Z 46.9K followers, [----] engagements


"Be nice Charles. Just a discussion not trying to pick a fight. You're near the top of my list of the few actual journalists. No evidence is my point. What would be legitimate reasons for the vast amount of redactions and what seems to be the very selective non-redactions And I don't know what constitutes a "ring" but when someone blazingly hangs their shingle "Lolita Express" I doubt it's an attempt at humor. And again millions of documents.I doubt this was done because he new beautiful "adults". That said I do agree many of the names coming out were simple associations with a very rich NYC"  
[X Link](https://x.com/TheBondFreak/status/2021339902273577333)  2026-02-10T21:46Z 46.9K followers, [---] engagements


"@HolyCow52943968 @BuzzPatterson That I agree with.sadly. Of course I think back and wonder if the "truths" of our best are really any different than "truths" being sold today. I'm not so sure"  
[X Link](https://x.com/TheBondFreak/status/2021693334805266739)  2026-02-11T21:10Z 46.9K followers, [--] engagements


"@zerohedge This is the worst part of it. It MUST be escalated to get the "fix""  
[X Link](https://x.com/TheBondFreak/status/2021699025678831628)  2026-02-11T21:33Z 46.9K followers, [----] engagements


"Read anything TheBenBernanke has written. It's ALL about managing sentiment and the primary driver of sentiment is the DOW whether one owns it or not it's how the vast majority of people choose to measure how the economy is doing. Doesn't matter how they're doing.is the DOW is up then everything must be doing great"  
[X Link](https://x.com/TheBondFreak/status/2022035145809621309)  2026-02-12T19:48Z 46.9K followers, [--] engagements


"@tyutchev @Jimmy56541 Remember.it's not prices going down only the change in price going lower. Prices going down would be a disaster.in the minds of fed officials"  
[X Link](https://x.com/TheBondFreak/status/2022042789165642223)  2026-02-12T20:19Z 46.9K followers, [--] engagements


"Best quote from "Bank of Brothers". Spiers. "Do you know why you hid in that ditch Blithe" "I was scared" "We're all scared. You hid in that ditch because you think there's still hope but Blithe. the only hope you have is to accept the fact that you're already dead. The sooner you accept that the sooner you'll be able to function as a soldier is supposed to function- without mercy without compassion without remorse. All war depends upon it." https://twitter.com/i/web/status/2022044276985639203 https://twitter.com/i/web/status/2022044276985639203"  
[X Link](https://x.com/anyuser/status/2022044276985639203)  2026-02-12T20:24Z 46.9K followers, [----] engagements


"@Jimmy56541 @tyutchev No doubt. But youre made to feel its all your fault because clearly most are doing great because DOW is up. Or so says the Fed"  
[X Link](https://x.com/TheBondFreak/status/2022435054312657196)  2026-02-13T22:17Z 46.9K followers, [--] engagements


"@kingjimmy1982 @DorfmanJeffrey @Forbes As my head loan trader puts it the credit box is widening. What Im seeing is credit opening to borrowers who ONLY have one or two metrics in the red zone because thats apparently much less risky than having all metrics in the red zone. Only takes one to be a problem"  
[X Link](https://x.com/TheBondFreak/status/1000351748966535168)  2018-05-26T12:23Z 46.9K followers, [--] engagements


"@GreekFire23 See that Bloomberg article on the massive increase in euro corps bbb-rated most likely due to draghi being able to buy them What comes of those in next recession"  
[X Link](https://x.com/TheBondFreak/status/1012470018855129088)  2018-06-28T22:57Z 46.9K followers, [--] engagements


"@DorfmanJeffrey @GreekFire23 Well if they go junk thy have to sell. Have already at least once that I know of"  
[X Link](https://x.com/TheBondFreak/status/1012479011929378816)  2018-06-28T23:33Z 46.9K followers, [--] engagements


"@davidfaber "no room for more political businessmen" Would you prefer "career" politicians Family political "dynasties" Yes the "business" man we have now is not something we'd like to replicate but non-political-elites should be championed not dismissed"  
[X Link](https://x.com/TheBondFreak/status/1047112494668558337)  2018-10-02T13:14Z 46.9K followers, [--] engagements


"@CantillonCH Borrowers would prefer down I believe. And the [--] "bps" itself is not so much the point as the continuing trend. What's the number.something north of 300tril debt priced to libor"  
[X Link](https://x.com/TheBondFreak/status/1075811516593643521)  2018-12-20T17:53Z 46.9K followers, [--] engagements


"NYSE margin debt took another nose-dive in Dec down $38bil"  
[X Link](https://x.com/TheBondFreak/status/1087810455299489793)  2019-01-22T20:33Z 46.9K followers, [--] engagements


"@zerohedge After the "London Whale" which I think you guys were the first to notice his "red dot" over several trading days many "high profile" people have gone private status"  
[X Link](https://x.com/TheBondFreak/status/1133415382415548418)  2019-05-28T16:50Z 46.9K followers, [--] engagements


"@DorfmanJeffrey Simply to steer clear of deflation. Bernanke has admitted that the fed has the power to kill inflation with 100% certainty. However deflation is a much more dubious proposition. It has the serious potential to get out of control and thus it must be avoided at ALL costs"  
[X Link](https://x.com/TheBondFreak/status/1136722238416334849)  2019-06-06T19:51Z 46.9K followers, [--] engagements


"@Chicagomike666 The whole world is looking at it. What is the dollar amount of financial products indexed to prime.like $300tril+. This will be interesting"  
[X Link](https://x.com/TheBondFreak/status/1174766387518234624)  2019-09-19T19:25Z 46.9K followers, [--] engagements


"Revolving Consumer Credit NSA (non-seasonally adjusted) largest net draw-down in history at -$36bil (compared to the seasonally adjusted -$28bil). Draw-downs post December is the norm for Jan/Feb/Mar but NEVER like this for March. Which makes it the worse qtr ever as well"  
[X Link](https://x.com/TheBondFreak/status/1258509625856425984)  2020-05-07T21:30Z 46.9K followers, [--] engagements


"How it started.How it's going. Hint it's not going well nor will it end well"  
[X Link](https://x.com/TheBondFreak/status/1330982444657479680)  2020-11-23T21:11Z 46.9K followers, [--] engagements


"@AdviserCounsel YES My Twitter feed is outstanding. Never in my life have I had such unfettered access to so many smart and lovely people. But @jack is trying hard to screw it all up"  
[X Link](https://x.com/TheBondFreak/status/1348268923641278470)  2021-01-10T14:02Z 47K followers, [--] engagements


"Pretty sure @FedGuy12 called this"  
[X Link](https://x.com/TheBondFreak/status/1376949840760950786)  2021-03-30T17:29Z 46.9K followers, [--] engagements


"Probably TMI but my son is currently in surgery getting this worked out. Results to follow may help someone considering the same for themselves or a loved one. T-2 to L-3. Looking at [--] to [--] hour surgery. He's in very good hands"  
[X Link](https://x.com/TheBondFreak/status/1389954385736880129)  2021-05-05T14:45Z 46.9K followers, [---] engagements


"Well it took 55yrs but finally have that monkey off my back"  
[X Link](https://x.com/TheBondFreak/status/1496651552819400710)  2022-02-24T01:01Z 46.9K followers, [---] engagements


"Quick HIIT workout @nntaleb and @CGasparino can appreciate"  
[X Link](https://x.com/TheBondFreak/status/1552068391279665152)  2022-07-26T23:08Z 46.9K followers, [--] engagements


"This past Monday's headline consumer credit increased +$28bil. However that's an SA number the NSA number climbed +$36.2bil. with credit cards contributing +$34.64bil the highest MoM dollar increase ever. All while the savings rate remained near the lowest % ever at 2.4%"  
[X Link](https://x.com/TheBondFreak/status/1613653324221358104)  2023-01-12T21:45Z 47K followers, 13.9K engagements


"ODL (other deposit liabilities at banks) was down another $55bil last week -3.51% YoY. This weekly number will lead the M2 monthly number lower which just turned negative in Dec at -1.31% YoY"  
[X Link](https://x.com/TheBondFreak/status/1619088066169249794)  2023-01-27T21:40Z 46.8K followers, 13K engagements


"Interesting First significant decrease in federally funded student loans since they took it over in early [----]. -$6.86billion MoM. But how is this possible Payments are still in forbearance. Does this mean it was forgiven"  
[X Link](https://x.com/TheBondFreak/status/1623056183866040331)  2023-02-07T20:28Z 47K followers, 33.6K engagements


"Ok this is the better Bloomberg index for the Discount Window and it's a bit scarier. Thanks @DiMartinoBooth for directing to me a BB article that had the right index. THIS is the Wednesday ending balance on the DW. The highest it's ever been. Most will move to BTFP I believe"  
[X Link](https://x.com/TheBondFreak/status/1636509788254138368)  2023-03-16T23:28Z 47K followers, 24.9K engagements


"So DW at $153bil new high over $111bil 11/5/08 when the world was coming to an end. Now this index is total Fed lending at $318bil which currently includes DW PPP BTFP and FDIC at $142bil. High was $441bil 10/15/08 various other programs then. Figured this was good perspective on #NoSingsofRecession"  
[X Link](https://x.com/TheBondFreak/status/1636511958890340353)  2023-03-16T23:37Z 47K followers, [----] engagements


"Question. Do I have this right SVB lends 219mm to SVB insiders money becomes SVB deposit 100% SVB deposits are protected. Or am I taking crazy pills "SVBs Loans to Insiders Tripled to $219 Million Before It Failed""  
[X Link](https://x.com/TheBondFreak/status/1638306088125706247)  2023-03-21T22:26Z 47K followers, 144.7K engagements


"Well appears the DW takes loans as well. So what's the difference between an FHLD advance and a DW borrowing"  
[X Link](https://x.com/TheBondFreak/status/1640088602641154049)  2023-03-26T20:29Z 46.7K followers, [----] engagements


"Small banks' (not in the top 25) deposits fell $125bil last week $65bil of which went to the top [--] large banks. NOT good for communities as small community banks will have to tighten credit availability"  
[X Link](https://x.com/TheBondFreak/status/1640746343923605507)  2023-03-28T16:03Z 46.8K followers, 232K engagements


"Commercial Bank ODL (other deposit liabilities) down -$71.33bil for the week ending 3/29 (-7.8% YoY) large banks -$48.5bil small banks -$7.2bil foreign banks -$15.6bil"  
[X Link](https://x.com/TheBondFreak/status/1644439703016337425)  2023-04-07T20:39Z 47K followers, 85.2K engagements


"FDIC has tens of billions to sell. FRC wants to sell 100bil. No banks are buying only money managers. This is not going to work"  
[X Link](https://x.com/TheBondFreak/status/1650910222142042112)  2023-04-25T17:10Z 46.8K followers, 191.5K engagements


"Those are some bold statements"  
[X Link](https://x.com/TheBondFreak/status/1683815919846576128)  2023-07-25T12:26Z 47K followers, 62.7K engagements


"Need to vet this but I'm pretty sure it's right. #ERC filed under business tax refunds. Fiscal (Sept month end) YTD '23 197bil. '22 143bil. '21 100bil. '20 78bil. '19 67bil which was more the pre-covid norm. $197bil since Oct. '22 seems like a lot of continued stimulus"  
[X Link](https://x.com/TheBondFreak/status/1684640701299187712)  2023-07-27T19:03Z 46.9K followers, 26.3K engagements


"@FreewayHeilig 90+ days delinquent loans. 4.3bil bank with 338mil in equity capital. Not an expert but this doesn't look good"  
[X Link](https://x.com/TheBondFreak/status/1689390407786868738)  2023-08-09T21:37Z 47K followers, [----] engagements


"Money continues to flow into money market funds. +14.368bil last week to $5.53tril"  
[X Link](https://x.com/TheBondFreak/status/1690099618883772416)  2023-08-11T20:35Z 46.8K followers, 21.7K engagements


"Money market funds take in another $41.8 billion week ending 9/6/23. We'll see if this continues to come out of bank deposits"  
[X Link](https://x.com/TheBondFreak/status/1700238271438016748)  2023-09-08T20:02Z 46.9K followers, [----] engagements


"Yep After ticking up +$28bil week ending 8/23/23 ODL just fell -$78.3bil week ending 8/30/23 and now down -$1.64 trillion from its peak. Deflation"  
[X Link](https://x.com/TheBondFreak/status/1700244467389813180)  2023-09-08T20:27Z 46.9K followers, 25.2K engagements


"Fed futures just moved the June meeting to 100% for two cuts BY that meeting"  
[X Link](https://x.com/TheBondFreak/status/1730620597355389056)  2023-12-01T16:11Z 46.8K followers, 12.4K engagements


"@Stimpyz1 @ubenjammin2 @ShourjyaGhosh3 @lisaabramowicz1 Oh I've had some clients shrink the balance sheet for sure. And I'm not sure I've had one actually increase at all"  
[X Link](https://x.com/TheBondFreak/status/1738600521844330944)  2023-12-23T16:40Z 46.9K followers, [---] engagements


"No bites eh"  
[X Link](https://x.com/TheBondFreak/status/1757504767432020095)  2024-02-13T20:39Z 46.8K followers, 16.6K engagements


"Lacy Hunt's latest quarterly coming soon "CAPU - At Recessionary Levels""  
[X Link](https://x.com/TheBondFreak/status/1882161257203245457)  2025-01-22T20:19Z 46.4K followers, 17.2K engagements


"Welcome to your new home SAIC "Douglas" Chesnic"  
[X Link](https://x.com/TheBondFreak/status/1885389714053636437)  2025-01-31T18:08Z 46.4K followers, [----] engagements


"Suspended animation until PCE comes out on the 28th. ht @TheBondFreak ht @TheBondFreak"  
[X Link](https://x.com/TheBondFreak/status/1890092047039861127)  2025-02-13T17:33Z 46.1K followers, 16.4K engagements


"Who is "Passive" going to sell to if there is an exodus event @profplum99"  
[X Link](https://x.com/TheBondFreak/status/1890159720012607977)  2025-02-13T22:02Z 46.6K followers, 190.9K engagements


"@nwtSwaps4CL @profplum99 Actually "when" it hits the fan yep the Fed will save the day"  
[X Link](https://x.com/TheBondFreak/status/1890161327261512044)  2025-02-13T22:09Z 46.1K followers, [----] engagements


"@TheOriginal5895 @profplum99 I guess it comes down to flows in and out.will flow out overwhelm flow in one day"  
[X Link](https://x.com/TheBondFreak/status/1890161516827275671)  2025-02-13T22:09Z 46.1K followers, [----] engagements


"@NHLBruins @tdgarden @usahockey @HockeyCanada @espn @ESPNPlus The US Hockey team and US Hockey fans should sing this louder than the Canadians tonight"  
[X Link](https://x.com/TheBondFreak/status/1892695984402002149)  2025-02-20T22:01Z 46.4K followers, [---] engagements


"@langwiser @dapstats @tyillc @MortgageReport @LaziestofDans @GratkeWealth Been wondering about that for the past [--] years. Its like it just magically goes away with no ramifications"  
[X Link](https://x.com/TheBondFreak/status/1952743292480921608)  2025-08-05T14:47Z 46.8K followers, [---] engagements


"@aaaagrym92288 @JustineBateman Balto ran the last leg of the relay but Togo did most of the run and its harshest parts"  
[X Link](https://x.com/TheBondFreak/status/1979579501190226159)  2025-10-18T16:05Z 46.9K followers, [--] engagements


"After 20+ years Bloomberg is finally making an effort to kill this unique play. I call it a play because it would be unwise to use any of the words Id like to use. Now the problem very few still understand the need to look at the Super tab under the Des screen. Its been imperative for a very long time. But now this new metric solves a very serious issue with pools of pools. For those who know know. Those who dont should. At least if youre an investor in MBS/CMO"  
[X Link](https://x.com/TheBondFreak/status/1980768647342936400)  2025-10-21T22:50Z 46.9K followers, [----] engagements


"@JT_Marlin_ @NickTimiraos"  
[X Link](https://x.com/TheBondFreak/status/1981720003708641787)  2025-10-24T13:50Z 46.9K followers, [--] engagements


"So SOFR pricing is "market" sourced.until it misbehaves and the Fed steps in to "fix" the market"  
[X Link](https://x.com/TheBondFreak/status/1984273623717466269)  2025-10-31T14:57Z 46.9K followers, 29.5K engagements


"@John_J_Ahearn Agreed I think you're right. That will make it harder to borrower from the shadows on JP Morgan's credit profile"  
[X Link](https://x.com/TheBondFreak/status/1984300164421484840)  2025-10-31T16:43Z 46.9K followers, [--] engagements


"@John_J_Ahearn Precisely Which again is proof that the likes of @robilypj and @MConnollyittm were all scapegoats in the Fed's taking control of the Libor price setting because that's exactly what they're doing now by controlling repo rates which feeds SOFR"  
[X Link](https://x.com/TheBondFreak/status/1984335641081962776)  2025-10-31T19:04Z 47K followers, [--] engagements


"Yep Burrys tweet is pure contempt. The system is rigged. He knows it. The man who shorted the world is staring at a market that refuses to bleed. Liquidity is fake. Repo lines exploding. Twenty billion pulled through the Standing Repo Facility. Highest on record. That means https://t.co/Twsgjq43zZ Burrys tweet is pure contempt. The system is rigged. He knows it. The man who shorted the world is staring at a market that refuses to bleed. Liquidity is fake. Repo lines exploding. Twenty billion pulled through the Standing Repo Facility. Highest on record. That means https://t.co/Twsgjq43zZ"  
[X Link](https://x.com/TheBondFreak/status/1984583376305864776)  2025-11-01T11:28Z 46.9K followers, 25.8K engagements


"@StealthQE4 We shall see"  
[X Link](https://x.com/TheBondFreak/status/1985010256976490906)  2025-11-02T15:44Z 46.9K followers, 12.9K engagements


"@Ksidiii @hussmanjp"  
[X Link](https://x.com/TheBondFreak/status/1985012373392945511)  2025-11-02T15:53Z 46.9K followers, [---] engagements


"@CournalWinstead @DiMartinoBooth @ricieroot @StealthQE4 Exactly. And fully collateralized. So why does the Fed have to step in"  
[X Link](https://x.com/TheBondFreak/status/1985037342357200930)  2025-11-02T17:32Z 46.9K followers, [--] engagements


"@over_unity_ @DiMartinoBooth @StealthQE4 Yep And it seems to me that all the government Covid stimulus "solved" the funding problem.at least until now. It will be interesting to see how it goes this week. I believe SOFR closed at 4.22% on Friday which I know the Fed does NOT like"  
[X Link](https://x.com/TheBondFreak/status/1985340858850222093)  2025-11-03T13:38Z 46.9K followers, [----] engagements


"@jgpuck99 @DiMartinoBooth @over_unity_ @StealthQE4 The Fed will never allow it"  
[X Link](https://x.com/TheBondFreak/status/1985352572996108650)  2025-11-03T14:25Z 46.9K followers, [---] engagements


"Final destination Nashville. That's about [--] hours from Atlanta"  
[X Link](https://x.com/TheBondFreak/status/1986873651421962265)  2025-11-07T19:09Z 47K followers, [----] engagements


"@zerohedge No way it's one in five. It's way more than that. I still have most bank/credit union c-suites with some level of work from home. It's amazing to me"  
[X Link](https://x.com/TheBondFreak/status/1986986364030579000)  2025-11-08T02:37Z 46.9K followers, [----] engagements


"@WSBGold @MacroViewDan What if the Fed funded the 50yr loans at 2% $1055/mo total paid $633097. The Fed already owns MBS close to 2%"  
[X Link](https://x.com/TheBondFreak/status/1987530660668707122)  2025-11-09T14:40Z 47K followers, [---] engagements


"@WSBGold @MacroViewDan They don't care because they feel the opposite is worse which is massive deflation in the largest asset in the world"  
[X Link](https://x.com/TheBondFreak/status/1987544183788408848)  2025-11-09T15:33Z 47K followers, [--] engagements


"@spice1975503 @nickgerli1 @ClevelandFed It would be quite something if rents end up dragging CPI not just below 2% but even 0%"  
[X Link](https://x.com/TheBondFreak/status/1988011860935966923)  2025-11-10T22:32Z 47K followers, [--] engagements


"@spice1975503 @nickgerli1 @ClevelandFed Very interesting. Thanks for sharing. I'm going to check to see if their data is on Bloomberg if not I'll suggest they get it on there if Penn State would be willing to share it"  
[X Link](https://x.com/TheBondFreak/status/1988022810036629682)  2025-11-10T23:15Z 47K followers, [--] engagements


"@MyGolfSpy Results will surprise you. Several well know names dont make the cut. https://www.todays-golfer.com/equipment/best/golf-ball-robot-test-2023/ https://www.todays-golfer.com/equipment/best/golf-ball-robot-test-2023/"  
[X Link](https://x.com/TheBondFreak/status/1988211347423981764)  2025-11-11T11:44Z 47K followers, [----] engagements


"@SteveL2090 Good point but I have no idea. We'll soon see"  
[X Link](https://x.com/TheBondFreak/status/1988662471125856644)  2025-11-12T17:37Z 47K followers, [---] engagements


"No I understand quite well. But I do agree AI among likely a slowing economy is going to have impacts as well. However choosing to be educated in a "craft" such as accounting has been declining for many years. And I don't think as a society that we've followed @mikeroweworks well enough in promoting trade schools. But even worse when you're talking engineers with schools continuing to downplay grades/performance we're going to have fewer and fewer as time goes on"  
[X Link](https://x.com/TheBondFreak/status/1988677951043564035)  2025-11-12T18:39Z 47K followers, [--] engagements


"My initial comment on this topic is based off those Ive seen complain about no jobs and massive debtbut they got degrees which our educational institutions are happy to offer but not really a craft. So my guess is someone like your son is unlikely to take to social media to complain about it. Even though hes feeling it. Ive been fighting this fight for 30yrs. When I come in contact with a friends child going to business school I beg them to major in accounting. Accounting gives you many options even if theyre not exactly what you want at first. Business gives you very few options"  
[X Link](https://x.com/TheBondFreak/status/1988754587768029304)  2025-11-12T23:43Z 47K followers, [--] engagements


"@Monetaryguy589 Have you seen the Feds posts on R-EC Basically large uninsured % can predict bank failure. This is going to become a regulatory thing soon"  
[X Link](https://x.com/TheBondFreak/status/1990038443104026817)  2025-11-16T12:45Z 47K followers, [---] engagements


"It keeps getting better my friend Now I will tell you its my #4 after #WarandPeace just inserted itself as my #1 and by a wide margin. Ive had a similar feeling as yoursin that I dont see how its possible Ill ever read anything that EPIC again. #2 Les Miserables #3 Atlas Shrugged. That said AS is my #1 favorite"  
[X Link](https://x.com/TheBondFreak/status/1990882046885986569)  2025-11-18T20:37Z 47K followers, [----] engagements


"@SueBursztynski @murphreads I know Thats why its my worst best. Jesus the ugliness its just relentless with no relief. What is it is not unrequited love because they both love each other its not really a forbidden loveits something else. Have you read Anna Karenina"  
[X Link](https://x.com/TheBondFreak/status/1991128947283595627)  2025-11-19T12:58Z 47K followers, [--] engagements


"@JKD_ff @JG_Nuke @LaziestofDans @tyillc @dapstats @GratkeWealth @MortgageReport @PekalaLaw @DiMartinoBooth @danjmcnamara @MotherCabriniNY @USRoute41 @JCOviedo6 @TraderStef @TripleNetInvest @aryal1994 @m3_melody @David32375134 @bbm010 @FCNightingale @texasrunnerDFW @TreppWire @RudyHavenstein @kshaughnessy2 @SamanthaLaDuc @Attomdata @KeenanPeachy 💯"  
[X Link](https://x.com/TheBondFreak/status/1991157965320012002)  2025-11-19T14:53Z 47K followers, [--] engagements


"Burry on a mission"  
[X Link](https://x.com/TheBondFreak/status/1991312506665533876)  2025-11-20T01:07Z 47K followers, [----] engagements


"Kind of reminds me of when two Bear Stearns bond funds collapsed. BlackRock just deferred fees on a private-credit fund because it failed a collateralization test. But sure nothing to see here. Totally normal stuff. Happens every day. Super healthy market. Feels a lot like [----] but go ahead and keep telling yourself these private-credit https://t.co/J1n1URDrpC BlackRock just deferred fees on a private-credit fund because it failed a collateralization test. But sure nothing to see here. Totally normal stuff. Happens every day. Super healthy market. Feels a lot like [----] but go ahead and keep"  
[X Link](https://x.com/TheBondFreak/status/1991857300211167263)  2025-11-21T13:12Z 47K followers, 84.5K engagements


"@Matt_Pinner I did. It was great. Then I realized FB was the only place my neighborhood shared photos of bears and wild pigs roaming around at night. So back on for just that"  
[X Link](https://x.com/TheBondFreak/status/1991862234516205783)  2025-11-21T13:32Z 47K followers, [----] engagements


"@pwatts93 I got lucky. I divorced in '06. 401k and other accounts to be divided over time. I knew my wife knew the number "X" and would lose her mind if he was a penny under "X" with no care of what "X" to grow to over time so I sold everything to lock in "X". Whew"  
[X Link](https://x.com/TheBondFreak/status/1992021169386701225)  2025-11-22T00:03Z 47K followers, [---] engagements


"@lassio I think it's more that Blackrock is "supposed" to be the "A" team so if they're having issues with some of their funds the "B" and "C" teams are likely have even worse issues. Canary coal mine kind of thing"  
[X Link](https://x.com/TheBondFreak/status/1992026860696584219)  2025-11-22T00:26Z 47K followers, [---] engagements


"@matt_gannon_ @NoahKahan @TGL I agree Hope to meet you there soon Matt"  
[X Link](https://x.com/TheBondFreak/status/1993070901043040259)  2025-11-24T21:35Z 47K followers, [---] engagements


"Which was Mikes introductory point bring numbers here are mine. @mattyglesias I would be happy to see you use numbers you agree with. @mattyglesias I would be happy to see you use numbers you agree with"  
[X Link](https://x.com/TheBondFreak/status/1993494093327126844)  2025-11-26T01:36Z 47K followers, [----] engagements


"@Top100Rick Hold on Whos that handsome devil in blue"  
[X Link](https://x.com/TheBondFreak/status/1993494389877059854)  2025-11-26T01:37Z 47K followers, [----] engagements


"SOFR/Repo closed at 4.01% yesterday outside the Fed's desired 3.75-4.00% target range which caused the Fed to put $10.6bil into repo yesterday. And the rates are likely elevated again today because the Fed just did $14bil in repo this morning"  
[X Link](https://x.com/TheBondFreak/status/1993677680085274947)  2025-11-26T13:46Z 46.9K followers, [----] engagements


"Im not sure about the SRF but my bank clients mostly community banks $10 bil and under would have no problem using the DW vs FHLB. But here are the problems. First DW representatives suck Their customer service compared to FHLB isnt even close. Second lack of term options. Lastly banks net out their FHLB stock dividends from the borrowing rate so its simply cheaper than the DW. So Im thinking use of the SRF might not have as much to do with stigma as some say. Not to mention names arent reported for [--] years. No one would care after [--] years"  
[X Link](https://x.com/TheBondFreak/status/1994068358661120228)  2025-11-27T15:38Z 47K followers, 18.9K engagements


"@AndreasSteno Why a problem now"  
[X Link](https://x.com/TheBondFreak/status/1994526808235282826)  2025-11-28T22:00Z 47K followers, [---] engagements


"With March at a solid 50/50. Thus rate cut next week then wait for more fedspeak. Just the way Powell wants it. While the implied market probability of a December Federal Reserve rate cut has climbed to 95% essentially a "done deal" in the opinion of investors confidence in follow-up reductions is far lower. Per the Bloomberg charts below markets currently assign a less than 30% https://t.co/3zysXSATrt While the implied market probability of a December Federal Reserve rate cut has climbed to 95% essentially a "done deal" in the opinion of investors confidence in follow-up reductions is far"  
[X Link](https://x.com/TheBondFreak/status/1995853372826812563)  2025-12-02T13:51Z 47K followers, [----] engagements


"Precisely what @profplum99 has been preaching forIm not sure 5+ years at least maybe [--]. MICHAEL BURRY JUST WALKED AWAY FROM WALL STREET Not because he was wrong. Because being right no longer matters. His final investor letter contained one sentence that should terrify every fund manager central banker and policymaker on Earth: My estimation of value in https://t.co/EQdQmYCQm0 MICHAEL BURRY JUST WALKED AWAY FROM WALL STREET Not because he was wrong. Because being right no longer matters. His final investor letter contained one sentence that should terrify every fund manager central banker"  
[X Link](https://x.com/TheBondFreak/status/1996542812733722952)  2025-12-04T11:31Z 47K followers, 27.3K engagements


"@SpottySnowLeo Agreed Except you forget the Fed. They will be the buyer and save the day"  
[X Link](https://x.com/TheBondFreak/status/1996769220856627203)  2025-12-05T02:30Z 47K followers, [---] engagements


"@Breaking911 I don't know how on earth he pulled this off 1916: President Woodrow Wilson issued a presidential proclamation that officially established June [--] as Flag Day nationwide"  
[X Link](https://x.com/TheBondFreak/status/1998108571444150427)  2025-12-08T19:13Z 47K followers, [----] engagements


"@TPASarah @FoxNews Well remember Richard Jewell"  
[X Link](https://x.com/TheBondFreak/status/2000321089382285335)  2025-12-14T21:44Z 47K followers, [---] engagements


"@mattvanswol @elonmusk Because theyre all in on it"  
[X Link](https://x.com/TheBondFreak/status/2004998112956547125)  2025-12-27T19:29Z 46.9K followers, [----] engagements


"@GratkeWealth @dapstats @MortgageReport @LaziestofDans @PekalaLaw @DiMartinoBooth @danjmcnamara @MotherCabriniNY @tyillc @USRoute41 @JCOviedo6 @JG_Nuke @TraderStef @TripleNetInvest @aryal1994 @m3_melody @David32375134 @bbm010 @FCNightingale @texasrunnerDFW @TreppWire @RudyHavenstein @kshaughnessy2 @SamanthaLaDuc @Attomdata @KeenanPeachy Agreed"  
[X Link](https://x.com/TheBondFreak/status/2009652944795525483)  2026-01-09T15:46Z 46.8K followers, [--] engagements


"@DeeDee733 @AlecLace https://x.com/LangmanVince/status/2009626062884401525s=20 You will not see this video showing Renee Good hitting an ICE agent with her SUV before he opened fire on any local or national TV networks and you would have never seen it on this platform had Elon Musk not purchased Twitter. This is why X is the new media in America https://t.co/m4B8PMwQ4j https://x.com/LangmanVince/status/2009626062884401525s=20 You will not see this video showing Renee Good hitting an ICE agent with her SUV before he opened fire on any local or national TV networks and you would have never seen"  
[X Link](https://x.com/TheBondFreak/status/2009667186785431759)  2026-01-09T16:42Z 46.8K followers, [--] engagements


"@RealJamesWoods How about the 2A https://x.com/BrophE/status/2009771064826458338s=20 The United States is on the precipice liberals are now calling for an armed revolution. There's no waiting to the ballot box. We need to get to the bullet box. https://t.co/wxLu71n4cL https://x.com/BrophE/status/2009771064826458338s=20 The United States is on the precipice liberals are now calling for an armed revolution. There's no waiting to the ballot box. We need to get to the bullet box. https://t.co/wxLu71n4cL"  
[X Link](https://x.com/TheBondFreak/status/2009774997984690681)  2026-01-09T23:51Z 46.8K followers, [----] engagements


"Hmmm so she wasn't just going back home and her wife was filming the whole time. 🚨 BREAKING: Was just sent a video showing the moments before the shooting. In it you can clearly see Renee Goods vehicle blocking ICE agents for over [--] minutes as shes dancing to her own car horn. Kinda ruins some narratives doesnt it https://t.co/aXtiTjAtF9 🚨 BREAKING: Was just sent a video showing the moments before the shooting. In it you can clearly see Renee Goods vehicle blocking ICE agents for over [--] minutes as shes dancing to her own car horn. Kinda ruins some narratives doesnt it https://t.co/aXtiTjAtF9"  
[X Link](https://x.com/TheBondFreak/status/2010068643460296749)  2026-01-10T19:18Z 46.8K followers, [----] engagements


"You've seen the video.she hit the gas and he got a lot more than a brush.he slid back several feet and had he fallen he would have been run over. And I doubt that was his attitude. I know enough law enforcement to know he'll never forget it the rest of his life and it won't be a pleasant memory. https://twitter.com/i/web/status/2010081766531322157 https://twitter.com/i/web/status/2010081766531322157"  
[X Link](https://x.com/TheBondFreak/status/2010081766531322157)  2026-01-10T20:10Z 46.8K followers, [--] engagements


"@TraderBreeze She was leading the line of cars to impede ICE. These people are simply insane to be messing around with law enforcement in any fashion"  
[X Link](https://x.com/TheBondFreak/status/2010094602259472807)  2026-01-10T21:01Z 46.8K followers, [--] engagements


"Interesting. It appears that after the last update on New/Average rents from @ClevFedResearch the @BLS_gov took over its publication site and updates and for now it may be some time before we see another update. Kind of has a purposeful feel to it"  
[X Link](https://x.com/TheBondFreak/status/2011111683868250233)  2026-01-13T16:22Z 46.8K followers, [----] engagements


"@CharlieK_news This doesn't make sense to me because as far as I know the Fed is paying for this not the govt/taxpayer. That said the Fed is still at a -$243 billion on its remittances to the Treasury"  
[X Link](https://x.com/TheBondFreak/status/2011471256256716802)  2026-01-14T16:11Z 46.8K followers, [----] engagements


"@deplorablemnrty @CharlieK_news The Fed is supposed to remit "excess" earnings AFTER prior engagements which means they are adding at least +$2.5bil to those prior engagements when they are still behind $-243bil of remittances to the Treasury"  
[X Link](https://x.com/TheBondFreak/status/2011482500418179582)  2026-01-14T16:56Z 46.8K followers, [---] engagements


"Not really it's real money coming and out. The problem is their still operating at a net loss which I believe the Treasury covers adding to the $243bil they already owe them. Or something close to that. That's supposed to be paid back in the future when they return to positive income but the +$2.5bil.and climbing.just adds to the bill. Again as I understand it"  
[X Link](https://x.com/TheBondFreak/status/2011488223990624632)  2026-01-14T17:18Z 46.8K followers, [--] engagements


"@TonyBennet42429 @DiMartinoBooth The Chair of the Fed and the Chair of the FOMC are two different positions. The FOMC decides who's going to Chair the FOMC. Historically they've always chosen the confirmed Fed Chair but there's no law or rule that says they have to"  
[X Link](https://x.com/TheBondFreak/status/2011494998554906868)  2026-01-14T17:45Z 46.9K followers, [----] engagements


"@Tryng2lookahead @DiMartinoBooth @AnnaEconomist Waller will be FOMC Chair through '26 until the committee has to vote again on who will be FOMC Chair. no matter who was confirmed as Fed Chair. Crazy right"  
[X Link](https://x.com/TheBondFreak/status/2011495433667822025)  2026-01-14T17:47Z 46.8K followers, [----] engagements


"@zerohedge Explains how Ryan Routh new Trump would be golfing that day"  
[X Link](https://x.com/TheBondFreak/status/2011499588944085065)  2026-01-14T18:04Z 46.8K followers, [----] engagements


"@Breaking911 Actually she's not entirely wrong. But the problem starts with WHAT you eat which is what actually leads to overeating. And yeah the more obese you get the more you're going to overeat as long as you keep eating the wrong things"  
[X Link](https://x.com/TheBondFreak/status/2011509471529615812)  2026-01-14T18:43Z 46.8K followers, 32.6K engagements


"Come on man It's not a "whatever" thing. Really He wrote a more condensed version here. It's an important read. When people who struggle with weight get to see what's scientifically going on in their bodies when they can understand why they're ravenous shortly after a meal they'll realize they're actually in a state of HAVING to eat and once they understand why they can change their habits and their lives. It's an incredibly important education"  
[X Link](https://x.com/TheBondFreak/status/2011514026824540393)  2026-01-14T19:01Z 46.8K followers, [--] engagements


"@mattvanswol Im sure youll agree that being outside this bubble isnt perfect either. But at least it releases you to think critically and challenge what you see and hear. That said what allowed you escape it"  
[X Link](https://x.com/TheBondFreak/status/2011524310998085716)  2026-01-14T19:42Z 46.8K followers, [----] engagements


"@flstc_lae @budvandoor @DiMartinoBooth @TonyBennet42429 Yeah that's a good point. But ultimately I don't think we want any one person or one admin making monetary policy decisions despite it being a kind of scary powerful thing itself"  
[X Link](https://x.com/TheBondFreak/status/2011529635276947800)  2026-01-14T20:03Z 46.8K followers, [----] engagements


"@LuxVitae__ @Breaking911 Oh no Not for me Allergic to ALL nuts"  
[X Link](https://x.com/TheBondFreak/status/2011540394245570635)  2026-01-14T20:46Z 46.8K followers, [--] engagements


"@SRelishman @Breaking911 It's not that simple. If you simply don't have access to all the calories you'll need more to burn if you need them"  
[X Link](https://x.com/TheBondFreak/status/2011540808357593497)  2026-01-14T20:47Z 46.8K followers, [---] engagements


"@James573688468 @dapstats @Breaking911 @garytaubes The science is motivating because it's factual. Because of @garytaubes books I've helped myself and many friends over the years understand the "hows and whys" of our diets and how we react to it"  
[X Link](https://x.com/TheBondFreak/status/2011547325622337568)  2026-01-14T21:13Z 46.8K followers, [--] engagements


"Well I think on the whole they're right. The problem is that when we bring calories in the wrong way some number of those calories get locked away in adipose tissue and we lose access to those. Thus when we're actively burning calories we'll run out and need more then when we eat more of the wrong food "some" of those calories will again get locked away and the cycle just goes on and on. That's what the calories in/calories out people are missing"  
[X Link](https://x.com/TheBondFreak/status/2011548832677687408)  2026-01-14T21:19Z 46.8K followers, [---] engagements


"Here's what too may miss. CI = CO + (stored energy). The more bad calories you bring in the more calories (glucose and fat) must be stored. The exponential issue here is that if you bring in too much glucose not only do you lose access to that energy (study insulin) but you also lose access to the fat you already had in your system so it's a double whammy. Study triglycerides. https://twitter.com/i/web/status/2011552948698923099 https://twitter.com/i/web/status/2011552948698923099"  
[X Link](https://x.com/TheBondFreak/status/2011552948698923099)  2026-01-14T21:36Z 46.8K followers, [---] engagements


"@JonBecker0 @SRelishman @Breaking911 It is but it's not. Calories In = Calories Out + (Stored Energy). It's understanding why you're storing energy when you really don't need to but it's forced on you you eat the wrong foods that your output can't makeup for"  
[X Link](https://x.com/TheBondFreak/status/2011554493650071604)  2026-01-14T21:42Z 46.8K followers, [---] engagements


"@mikecallaghan @Breaking911 @DrEades What I discovered with the potato was that it was much slower to raise my blood sugar which I attribute to the high fiber which takes more time to break down. For me it still elevated it but not nearly as much us other types of "diet" friends foods"  
[X Link](https://x.com/TheBondFreak/status/2011556516189651095)  2026-01-14T21:50Z 46.8K followers, [--] engagements


"I agree with that. Which is why Ozempic works. It "tricks" the body into not knowing how large the deficit is. But the minute you go off of it it's game over. But without that you have to actively burn more than you take in which means you would have to immediately burn the carbs/sugars because if you don't insulin locks them away with fatty acids in your adipose tissue which becomes the "stored energy". https://twitter.com/i/web/status/2011557853514121276 https://twitter.com/i/web/status/2011557853514121276"  
[X Link](https://x.com/TheBondFreak/status/2011557853514121276)  2026-01-14T21:55Z 46.8K followers, [---] engagements


"Ohhhh K Let's try and remove Oprah from the equation here. I apologize. I didn't listen to the whole thing. I didn't realize she was talking about this gene that doesn't exist and the promotions of GLP-1's. I guess she's trying to equate being born to need "fat gene/GLP-1" as one would "diabetes/insulin". I just don't think that's the case. https://twitter.com/i/web/status/2011561351546880201 https://twitter.com/i/web/status/2011561351546880201"  
[X Link](https://x.com/TheBondFreak/status/2011561351546880201)  2026-01-14T22:09Z 46.8K followers, [--] engagements


"@kirk_bridgers @PerraultBe73467 @0hour1 Had to block that one. Too much"  
[X Link](https://x.com/TheBondFreak/status/2011579782170099845)  2026-01-14T23:22Z 46.8K followers, [--] engagements


"@theReverandJC10 @Breaking911 That's some very thoughtful feedback thank you. "Good Calories Bad Calories" has nothing to do with what Oprah is saying and selling. I should not have mentioned the two together"  
[X Link](https://x.com/TheBondFreak/status/2011586993411801202)  2026-01-14T23:51Z 46.8K followers, [---] engagements


"@CommonSense073 @CharlieK_news But this was the point of my original post. If you already owe the treasury $243bil why are you spending another $2.5bil rather than paying the treasury back"  
[X Link](https://x.com/TheBondFreak/status/2011822601706811903)  2026-01-15T15:27Z 46.8K followers, [--] engagements


"@Solemon513 @Breaking911 Exactly. But understanding WHY that is and what defines "healthy" food is really important. That's what caused @garytaubes to dive into the subject many years ago. It's a very educating read"  
[X Link](https://x.com/TheBondFreak/status/2011835126523535687)  2026-01-15T16:17Z 46.8K followers, [--] engagements


"You can cut cals and eat junk and lose weight but not for long. It will catch up with you because crap/junk would likely have a TON of sugar in it and that's what will need to get stored in adipose tissue if you don't burn it all right away. And that's a tough thing to manage because you can only hold about 2-2.5k carb calories in your blood system. So if you burn all that off you'll be forced to eat again for fuel. https://twitter.com/i/web/status/2012273220628476414 https://twitter.com/i/web/status/2012273220628476414"  
[X Link](https://x.com/TheBondFreak/status/2012273220628476414)  2026-01-16T21:18Z 46.8K followers, [--] engagements


"@BobHRoss @jamespatrick101 @Breaking911 What you eat makes all the difference in your ability to maintain a deficit for weight loss"  
[X Link](https://x.com/TheBondFreak/status/2012553421170053347)  2026-01-17T15:51Z 46.8K followers, [--] engagements


"@PeterSweden7 100%"  
[X Link](https://x.com/TheBondFreak/status/2012583445298380977)  2026-01-17T17:51Z 46.8K followers, [----] engagements


"@Breaking911 Child abuse"  
[X Link](https://x.com/TheBondFreak/status/2014170652077412424)  2026-01-22T02:57Z 46.8K followers, [----] engagements


"@JT_Marlin_ And I get the feeling the BLS' "capture" of the NTRR is to kill it"  
[X Link](https://x.com/TheBondFreak/status/2014443893970887051)  2026-01-22T21:03Z 46.8K followers, [----] engagements


"@PriyodorshiB @grok The potential "interesting" part is "if" inflation whether it be PCE or CPI were to start falling below the Fed's magical 2% landing pad and worse yet the possibility of going negative would give Trump some serious ammunition to thump the Fed"  
[X Link](https://x.com/TheBondFreak/status/2014728601988461024)  2026-01-23T15:55Z 46.8K followers, [--] engagements


"@ulvy @stocksgoupndown "Dis"inflation is lower inflation not deflation/lower prices to be sure"  
[X Link](https://x.com/TheBondFreak/status/2014736921575018519)  2026-01-23T16:28Z 46.8K followers, [--] engagements


"@stocksgoupndown @ulvy But worth noting because most people think the Fed is working to bring prices down which they absolutely are not"  
[X Link](https://x.com/TheBondFreak/status/2014741015526015099)  2026-01-23T16:44Z 46.8K followers, [--] engagements


"This is insane. Someone is organizing and funding this. 🧵🚨 MINNEAPOLIS SIGNAL INFILTRATED I have infiltrated organizational signal groups all around Minneapolis with the sole intention of tracking down federal agents and impeding/assaulting/and obstructing them. BUCKLE UP ALL WILL BE REVEALED Each area of the city has a signal https://t.co/ATSHlCucWv 🧵🚨 MINNEAPOLIS SIGNAL INFILTRATED I have infiltrated organizational signal groups all around Minneapolis with the sole intention of tracking down federal agents and impeding/assaulting/and obstructing them. BUCKLE UP ALL WILL BE REVEALED Each"  
[X Link](https://x.com/TheBondFreak/status/2015185621761827125)  2026-01-24T22:11Z 46.8K followers, [----] engagements


"@crasx59 @Pinguina6594124 @DataRepublican @DOGE_HHS I fear youre right"  
[X Link](https://x.com/TheBondFreak/status/2015978946802716883)  2026-01-27T02:43Z 46.8K followers, [--] engagements


"@DorfmanJeffrey Insane Managers tell me this already a nightmare because must keep everyone well under [--] hours forced more hires"  
[X Link](https://x.com/TheBondFreak/status/695659719575412737)  2016-02-05T17:26Z 46.9K followers, [--] engagements


"@Not_Jim_Cramer Found it. Wonder why BoA has it close if not over $12tril now"  
[X Link](https://x.com/TheBondFreak/status/750688552095195136)  2016-07-06T13:51Z 47K followers, [--] engagements


"Responsible for the pricing of $300tril in financial instruments it's important to understand significance of Libor https://www.bloomberg.com/news/features/2016-11-29/the-man-who-invented-libor-iw3fpmedcmpid=socialflow-twitter-business&utm_content=business&utm_campaign=socialflow-organic&utm_source=twitter&utm_medium=social https://www.bloomberg.com/news/features/2016-11-29/the-man-who-invented-libor-iw3fpmedcmpid=socialflow-twitter-business&utm_content=business&utm_campaign=socialflow-organic&utm_source=twitter&utm_medium=social"  
[X Link](https://x.com/TheBondFreak/status/807595024686993412)  2016-12-10T14:37Z 46.9K followers, [--] engagements


"@DorfmanJeffrey Pretty sure this is a bit different. Ya know"  
[X Link](https://x.com/TheBondFreak/status/872240394297278465)  2017-06-06T23:54Z 46.9K followers, [--] engagements


"@DorfmanJeffrey I'm stealing "upmarket""  
[X Link](https://x.com/TheBondFreak/status/872244328520962049)  2017-06-07T00:10Z 46.9K followers, [--] engagements


"@DorfmanJeffrey Meanwhile credit unions still full-tilt auto. But can't buy bank-sourced loans. Total disconnect that's going to blow up sooner or later"  
[X Link](https://x.com/TheBondFreak/status/877205157418872833)  2017-06-20T16:43Z 46.9K followers, [--] engagements


"@DorfmanJeffrey @nytimes And as this story and many like it circulate.how many people out there struggling to pay their loans will stop and hope for best"  
[X Link](https://x.com/TheBondFreak/status/887332852601413632)  2017-07-18T15:26Z 46.9K followers, [--] engagements


"@zerohedge It only takes a few words from Yellen."there are merits to owning equities".and stocks will never go down"  
[X Link](https://x.com/TheBondFreak/status/887756638261739520)  2017-07-19T19:30Z 46.9K followers, [--] engagements


"@DorfmanJeffrey @zerohedge I wonder if they'll allow it All they have to do is simply say "we'll buy equities".and just like that right back up"  
[X Link](https://x.com/TheBondFreak/status/887765631071911936)  2017-07-19T20:06Z 46.9K followers, [--] engagements


"@GreekFire23 Hmmmm where have I heard that before"  
[X Link](https://x.com/TheBondFreak/status/893077364623765504)  2017-08-03T11:53Z 46.9K followers, [--] engagements


"Why do we "need" inflation Does that make sense to anyone"  
[X Link](https://x.com/TheBondFreak/status/895647932979920897)  2017-08-10T14:08Z 46.9K followers, [--] engagements


"@zerohedge and more severe"  
[X Link](https://x.com/TheBondFreak/status/910128729417846786)  2017-09-19T13:09Z 46.9K followers, [--] engagements


"Yet we keep hearing how lending standards are too tight. Not so sure about that"  
[X Link](https://x.com/TheBondFreak/status/917052715775287296)  2017-10-08T15:43Z 46.9K followers, [--] engagements


"@DorfmanJeffrey Dominoe effect that's very difficult to stop. Then stock prices start to fall causing the "optics" of the economy to go bad thus causing people to hunker down. It doesn't take much of this to snowball it all into something far worse. That's @benbernanke 's theory"  
[X Link](https://x.com/TheBondFreak/status/945749656377622528)  2017-12-26T20:14Z 46.9K followers, [--] engagements


"@DorfmanJeffrey We shall see but duly noted However if we see any kind of significant stock market correction they'll "pause" immediately and remind us they can always reverse back down and re-increase the balance sheet"  
[X Link](https://x.com/TheBondFreak/status/948977694179553281)  2018-01-04T18:01Z 46.9K followers, [--] engagements


"@bmorro44 @TheStalwart Have a friend newly married years ago. I noticed on FB hat they were in Vegas every other weekend. I told her to be careful here. She explained her new husband never loses he has a system. Honey.no no he does not. And hes lying. Bankrupt within a year. Sad"  
[X Link](https://x.com/TheBondFreak/status/949292265024966657)  2018-01-05T14:51Z 46.9K followers, [--] engagements


"Fed securities holdings down $8.64bil from last week down $9.0Bil in MBS and they bought $360mm in treasuries"  
[X Link](https://x.com/TheBondFreak/status/979458809356804096)  2018-03-29T20:42Z 47K followers, [--] engagements


"@DorfmanJeffrey I have no idea how this is going to work. I'm just fascinated by the prospects of Zillow taking on inventory in possibly the two most volatile housing markets in the country"  
[X Link](https://x.com/TheBondFreak/status/984795373746212864)  2018-04-13T14:08Z 46.9K followers, [--] engagements


"@DorfmanJeffrey"  
[X Link](https://x.com/TheBondFreak/status/984952604219400198)  2018-04-14T00:32Z 46.9K followers, [--] engagements


"I'm not a currency guy but this fight to keep the Argentine peso below [--] is pretty interesting to watch"  
[X Link](https://x.com/TheBondFreak/status/1003996688007225344)  2018-06-05T13:47Z 45.6K followers, [--] engagements


"Argentine Peso fire alarm going off"  
[X Link](https://x.com/TheBondFreak/status/1004783623726358529)  2018-06-07T17:54Z 45.6K followers, [--] engagements


"8 handle on $DB"  
[X Link](https://x.com/TheBondFreak/status/1012337093807353860)  2018-06-28T14:09Z 45.6K followers, [--] engagements


"The "credit box" continues to widen. New quarterly update from my head loans trader"  
[X Link](https://x.com/TheBondFreak/status/1014910481696477185)  2018-07-05T16:34Z 47K followers, [--] engagements


"@1dumbmillennial @Laird_Prime @PrettyBadLefty And it's not just student loans. You probably know the term "credit box". My head loans trader has been sounding the alarm for the past year that the widening "credit box" he's seeing in loan pools is alarming and getting worse"  
[X Link](https://x.com/TheBondFreak/status/1019590851788492800)  2018-07-18T14:32Z 47K followers, [--] engagements


"Interesting and something to contemplate when another financial crisis strikes. I asked the question if this new law would increase the FDIC's exposure to insured deposits. The answer is yes. To what degree I don't know yet. But something to watch possibly"  
[X Link](https://x.com/TheBondFreak/status/1019982545138708480)  2018-07-19T16:29Z 45.6K followers, [--] engagements


"Fed allows $12.76bil to roll off MBS holdings. We'll see more treasury roll-offs next Thursday"  
[X Link](https://x.com/TheBondFreak/status/1022932350743838720)  2018-07-27T19:50Z 47K followers, [--] engagements


"Not remotely my world but there seems to be some panic going on with the Argentine Peso. And it would seem a 2.5%+ move one way or another is typically fairly rare"  
[X Link](https://x.com/TheBondFreak/status/1034850394508279809)  2018-08-29T17:08Z 45.6K followers, [--] engagements


"Rate hike odds for another rate hike at the Dec. 19th meeting is now at its highest level of 82.5%"  
[X Link](https://x.com/TheBondFreak/status/1041771380419846146)  2018-09-17T19:30Z 45.6K followers, [--] engagements


"Fed funds futures trading at a 79.6% probability of a rate hike at the 12/19/18 FOMC meeting. This market has the next rate hike to the 2.5-2.75 range at 57.5% right now"  
[X Link](https://x.com/TheBondFreak/status/1054395054318649345)  2018-10-22T15:32Z 45.6K followers, [--] engagements


"Interesting Fed funds futures rate hike probability for the Dec. 19th FOMC meeting has dropped from 80% to 66.9%"  
[X Link](https://x.com/TheBondFreak/status/1055820261956767747)  2018-10-26T13:55Z 45.6K followers, [---] engagements


"Rate-hike odds for the Dec 19th meeting drop to 69.3% from as high as 80%"  
[X Link](https://x.com/TheBondFreak/status/1063068048045887489)  2018-11-15T13:55Z 45.6K followers, [--] engagements


"Fed funds futures putting the Dec 19th rate hike odds moving back towards 80% currently at 77%"  
[X Link](https://x.com/TheBondFreak/status/1067417202406670336)  2018-11-27T13:57Z 45.6K followers, [--] engagements


"Now consider this does not take into account the various costs that are associated with warehousing auto loans like staff and defaults. Sooner or later this is going to get very ugly for credit unions and the NCUA insurance fund"  
[X Link](https://x.com/TheBondFreak/status/1067519335869104128)  2018-11-27T20:43Z 45.6K followers, [--] engagements


"With credit unions hitting their highest loan-to-share percentages since Dec. '08 generating auto-loans at these levels not to mention increasing funding levels with Fed rate hikes this just won't end well when the next recession arrives"  
[X Link](https://x.com/TheBondFreak/status/1067817030508838912)  2018-11-28T16:26Z 45.6K followers, [--] engagements


"Dec. 19th rate hike odds back above 70% now 74%. We'll get a rate hike next Wednesday but everyone will be glued to Powell's "words/hints" for further hikes. Going to be an interesting day"  
[X Link](https://x.com/TheBondFreak/status/1072511365296873477)  2018-12-11T15:20Z 45.6K followers, [--] engagements


""Just as Paul Volcker had the courage to tackle the Great Inflation Jerome Powell may well be remembered for taking an equally courageous stand against the insidious perils of the Asset Economy. It is great to be a fan of the Fed again." We shall see In Defense of the Fed by Stephen S. Roach @ProSyn https://t.co/PortoF1dXe The more the real economy became dependent on the asset economy the tougher it became for the Fed to break the daisy chain. Please read this one past the headline to the very end. In Defense of the Fed by Stephen S. Roach @ProSyn https://t.co/PortoF1dXe The more the real"  
[X Link](https://x.com/TheBondFreak/status/1079793225244835840)  2018-12-31T17:35Z 45.6K followers, [--] engagements

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