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# ![@convexititties Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1763355951480913920.png) @convexititties Convexititties, CFA

Convexititties, CFA posts on X about $snbr, $move, has been, inflation the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1763355951480913920/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1763355951480913920/c:line/m:interactions.svg)

- X Week XXXXXX +123%
- X Month XXXXXX -XX%
- X Months XXXXXXX +30%
- X Year XXXXXXX +2,807%

### Mentions: X [#](/creator/twitter::1763355951480913920/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1763355951480913920/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XX -XX%
- X Months XXX +12%
- X Year XXX +581%

### Followers: XXXXX [#](/creator/twitter::1763355951480913920/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1763355951480913920/c:line/m:followers.svg)

- X Week XXXXX +4.20%
- X Month XXXXX +5.70%
- X Months XXXXX +111%
- X Year XXXXX +744%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1763355951480913920/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1763355951480913920/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1763355951480913920/influence)
---

**Social category influence**
[finance](/list/finance)  XXXXX%

**Social topic influence**
[$snbr](/topic/$snbr) #1, [$move](/topic/$move) 4.55%, [has been](/topic/has-been) 4.55%, [inflation](/topic/inflation) 4.55%, [cash flow](/topic/cash-flow) 4.55%, [rates](/topic/rates) #657

**Top accounts mentioned or mentioned by**
[@arb_now](/creator/undefined) [@kamikazetrading](/creator/undefined) [@zerohedge](/creator/undefined) [@wattthejeff](/creator/undefined) [@variantmkt](/creator/undefined) [@george_dubs_](/creator/undefined) [@watt_the_jeff](/creator/undefined) [@jimmyboy1326010](/creator/undefined) [@marketswithmay](/creator/undefined) [@boujee_banker](/creator/undefined) [@cornejocapital](/creator/undefined) [@wealth_mgmt_guy](/creator/undefined) [@jacampbell17](/creator/undefined) [@sub_debt](/creator/undefined) [@chesir3cat](/creator/undefined) [@_al_czervik](/creator/undefined) [@basedstatistic](/creator/undefined) [@adriadacunha](/creator/undefined)

**Top assets mentioned**
[BlueMove (MOVE)](/topic/$move)
### Top Social Posts [#](/creator/twitter::1763355951480913920/posts)
---
Top posts by engagements in the last XX hours

"Context: the $move index measures the implied vol of treasury yields and it has been absolutely crushed since Liberation Day. This suggests a meaningful swing in Treasury yields is afoot although it gives no indication of which direction. I believe sharply lower"  
[X Link](https://x.com/convexititties/status/1978466626304405888) [@convexititties](/creator/x/convexititties) 2025-10-15T14:22Z 3075 followers, 2195 engagements


"@watt_the_jeff LT bond yields spike higher"  
[X Link](https://x.com/convexititties/status/1978817144881135887) [@convexititties](/creator/x/convexititties) 2025-10-16T13:35Z 3067 followers, XX engagements


"Unpopular opinions: 1) the jobs market is stronger today than it was X months ago and it is getting stronger. 2) a couple high-profile bankruptcies (clearly impacted by deportations) doesnt mean that credit risk is systemic. 3) the dollar is likely to strengthen meaningfully which should ease inflation pressures and stimulate demand for USTs. 4) we are no where near the top"  
[X Link](https://x.com/convexititties/status/1978406634129920001) [@convexititties](/creator/x/convexititties) 2025-10-15T10:24Z 3073 followers, 2736 engagements


"Imagine youre a bank and you have a maturing multi-family loan that cant handle the rate reset from X% to X% from a DSCR perspective The borrower doesnt want to add equity as the property will still cash flow at the higher rate and the borrower expects lower future rates. That said the DSCR is just 1.10x at X% instead of 1.50x at X% which is below the 1.25x minimum to be bank quality. What do you do You cant simply tell the borrower to beat it because your lender worked a year to earn the relationship. Also the borrower has XX% of the remaining balance in DDA deposits with you plus a $2M"  
[X Link](https://x.com/convexititties/status/1978419791397294338) [@convexititties](/creator/x/convexititties) 2025-10-15T11:16Z 3073 followers, 17.9K engagements


"Sleep Number $SNBR announced that it will release 3Q results on November 5th before market open. In conjunction it also announced that it will participate in the Raymond James and KeyBank investor conferences in early-December. Maybe Im under thinking it or just biased but I doubt that a new C-suite would choose to make their investor conference debut a month after a shit quarter"  
[X Link](https://x.com/convexititties/status/1978861473117208817) [@convexititties](/creator/x/convexititties) 2025-10-16T16:31Z 3073 followers, 2727 engagements


"What if I told you there was a stock with XX% short interest low float and high brand name recognition that was highly levered to lower interest rates and that has never posted an operating loss despite a XX% drawdown in industry unit volumes $SNBR"  
[X Link](https://x.com/convexititties/status/1980756539729232212) [@convexititties](/creator/x/convexititties) 2025-10-21T22:02Z 3075 followers, 10K engagements