# ![@jimdelisle Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::980818700.png) @jimdelisle Chuckle Fox

Chuckle Fox posts on X about if you, in the, history, fiat the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::980818700/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::980818700/c:line/m:interactions.svg)

- [--] Week [-----] -29%
- [--] Month [----------] +939%
- [--] Months [----------] +8,292%
- [--] Year [----------] +3,710%

### Mentions: [--] [#](/creator/twitter::980818700/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::980818700/c:line/m:posts_active.svg)

- [--] Week [--] -57%
- [--] Month [--] -52%
- [--] Months [---] +101%
- [--] Year [---] +43%

### Followers: [-----] [#](/creator/twitter::980818700/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::980818700/c:line/m:followers.svg)

- [--] Week [-----] +0.06%
- [--] Month [-----] -0.34%
- [--] Months [-----] +12%
- [--] Year [-----] +25%

### CreatorRank: undefined [#](/creator/twitter::980818700/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::980818700/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  29.81% [stocks](/list/stocks)  5.77% [cryptocurrencies](/list/cryptocurrencies)  4.81% [automotive brands](/list/automotive-brands)  4.81% [countries](/list/countries)  4.81% [luxury brands](/list/luxury-brands)  0.96% [celebrities](/list/celebrities)  0.96% [musicians](/list/musicians)  0.96% [currencies](/list/currencies)  0.96% [fashion brands](/list/fashion-brands)  0.96%

**Social topic influence**
[if you](/topic/if-you) 10.58%, [in the](/topic/in-the) 7.69%, [history](/topic/history) 4.81%, [fiat](/topic/fiat) 4.81%, [business](/topic/business) 3.85%, [we are](/topic/we-are) 2.88%, [$orc](/topic/$orc) #3, [market](/topic/market) 2.88%, [marshalls](/topic/marshalls) 2.88%, [dividend](/topic/dividend) 1.92%

**Top accounts mentioned or mentioned by**
[@billackman](/creator/undefined) [@pulte](/creator/undefined) [@ibladesi](/creator/undefined) [@mauiboymacro](/creator/undefined) [@trendstailrisks](/creator/undefined) [@perplexityai](/creator/undefined) [@dampedspring](/creator/undefined) [@davidafrench](/creator/undefined) [@saylor](/creator/undefined) [@justbankstocks](/creator/undefined) [@kurtschlichter](/creator/undefined) [@jasonfurman](/creator/undefined) [@convexitymaven](/creator/undefined) [@philbak1](/creator/undefined) [@sixfinance](/creator/undefined) [@jgp94](/creator/undefined) [@drjstrategy](/creator/undefined) [@freightalley](/creator/undefined) [@rickpalaciosjr](/creator/undefined) [@chrisphelanecon](/creator/undefined)

**Top assets mentioned**
[Orbit Chain (ORC)](/topic/$orc) [Strategy (MSTR)](/topic/$mstr) [EAGLE POINT CREDIT COMPANY INC. (ECC)](/topic/$ecc) [Arch Capital Group Ltd (ACGL)](/topic/$acgl) [Essent Group LTD (ESNT)](/topic/$esnt) [MGIC Investment Corp. (MTG)](/topic/$mtg) [NMI Holdings Inc. Class A Common Stock (NMIH)](/topic/$nmih) [Achain (ACT)](/topic/$act) [Raiden Network Token (RDN)](/topic/$rdn) [ARMOUR Residential REIT, Inc. (ARR)](/topic/$arr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Ill be damned if $ECC (Eagle Point) doesnt chart just like your weaker mREITs like ARR IVR ORC TWO"  
[X Link](https://x.com/jimdelisle/status/1957182199846805745)  2025-08-17T20:46Z [----] followers, [----] engagements


"Very interesting that the entire mortgage insurance sector is for sale -fearing a FICO/credit card cap from @Pulte and t-Rump - and there are VERY few comments on X. The names ( $ACGL $ACT $ESNT $MTG $NMIH $RDN ) are down [--] to 13% in the last three trading days. 🦗 🦗 🦗"  
[X Link](https://x.com/jimdelisle/status/2011401019339809177)  2026-01-14T11:32Z [----] followers, [---] engagements


"@iBladesi The sector is a sell. We are at that point in every cycle where any further appreciation in NAV hastens the day where the dividend is going to have to be cut OR leverage taken up. The going in yield is now just too low. I was selling $IVR and $ORC today"  
[X Link](https://x.com/jimdelisle/status/2011910866673828331)  2026-01-15T21:18Z [----] followers, [---] engagements


"$ARR hit [-----] this week. That was the close the day of the botched GS bought deal. I present it vs AGNC for anyone so inclined to draw their own conclusion. I will carry much of my long into [--] for tax reasons as opposed to because of relative cheapness"  
[X Link](https://x.com/jimdelisle/status/1987700034826080693)  2025-11-10T01:53Z [----] followers, [---] engagements


"For the last time the Great Compromiser Henry Clay was up to the task (with huge assists from Stephen Douglas and Millard Fillmore). They crafted a compromise where the North got most everything it wanted pretty much in exchange for the FSA and the Union bought a decade"  
[X Link](https://x.com/anyuser/status/2011640659111792766)  2026-01-15T03:24Z [----] followers, [---] engagements


"I never thought I'd say this (in my best Lloyd Bentsen rich and measured baritone) but I knows my history and Donald Trump is no James Buchanan; nor is Jacob Frey a Jerome Van Crowninshield Smith". #AMillionMonkeyMoment"  
[X Link](https://x.com/anyuser/status/2011762435800383524)  2026-01-15T11:28Z [----] followers, [---] engagements


"If you want to be long anything in the rates space shorting $ORC is the way to fund it"  
[X Link](https://x.com/anyuser/status/2011889431016534209)  2026-01-15T19:53Z [----] followers, [---] engagements


"With it trading NAV and being sub-scale $IVR joins $ORC as preferred shorts in mREITs"  
[X Link](https://x.com/anyuser/status/2012146665206272264)  2026-01-16T12:55Z [----] followers, [---] engagements


"@TrendsTailRisks I have been posting #EvergrandeChangesEverthinge for 4y. That means Chinas deflationary impulse for the world has moved into mach speed. I still dont know how that plays out in a world of mammoth fiscal/ fiat obligations"  
[X Link](https://x.com/jimdelisle/status/1996935928829694129)  2025-12-05T13:33Z [----] followers, [--] engagements


"@TrendsTailRisks Fiat has never gotten so over its skis at a time with such deflationary forces at play"  
[X Link](https://x.com/jimdelisle/status/1997024097977749744)  2025-12-05T19:23Z [----] followers, [--] engagements


"Continues to listen this thinking about the innumerable similarities between Jackson and Trump. The question I keep asking is who is or even can be Trumps Van Buren; with no satisfactory answer coming to mind. https://www.audible.com/pd/B0DQ661L5Dsource_code=ASSORAP0511160006&share_location=player_overflow https://www.audible.com/pd/B0DQ661L5Dsource_code=ASSORAP0511160006&share_location=player_overflow"  
[X Link](https://x.com/jimdelisle/status/1997873435658064327)  2025-12-08T03:38Z [----] followers, [---] engagements


"Add this to the below to see just how broken it all is. https://responsiblestatecraft.org/isw-polymarket-ukraine-war-map/ Sports betting has gone from occasional Vegas detour to constant presence in American life. A tap away on your phone. A storyline woven into every game. College sports sits at the center of that storm. I spoke with NCAA President Charlie Baker about it. https://t.co/jtdng6voFv https://responsiblestatecraft.org/isw-polymarket-ukraine-war-map/ Sports betting has gone from occasional Vegas detour to constant presence in American life. A tap away on your phone. A storyline"  
[X Link](https://x.com/jimdelisle/status/1999463544107200759)  2025-12-12T12:57Z [----] followers, [---] engagements


"@philbak1 Yeah that and 👇 https://responsiblestatecraft.org/isw-polymarket-ukraine-war-map/ https://responsiblestatecraft.org/isw-polymarket-ukraine-war-map/"  
[X Link](https://x.com/jimdelisle/status/1999489168767074439)  2025-12-12T14:39Z [----] followers, [--] engagements


"@SixFinance Refresh my memory - and I dont mean it in any dismissive sense I honestly do not remember - what was the April deus ex machina move that rescued bonds I agree that there are shenanigans going on but I believe it rests in artificial bond volatility suppression"  
[X Link](https://x.com/jimdelisle/status/1999662937724567641)  2025-12-13T02:09Z [----] followers, [--] engagements


"@jgp94 @DrJStrategy @FreightAlley What do you trust instead We can only take gold so high"  
[X Link](https://x.com/jimdelisle/status/1999785659708608922)  2025-12-13T10:17Z [----] followers, [--] engagements


"@RickPalaciosJr If unemployment will rise while productivity in general also goes up and with it corporate profits the onus on the government to redefine wealth-fairness grows. Im not feeling too good about this"  
[X Link](https://x.com/jimdelisle/status/2000328618548113704)  2025-12-14T22:14Z [----] followers, [---] engagements


"Maybe I am missing all the coverage about how incredibly fucked it is that the Bondi killers were a father/ son team. Maybe it is because it doesnt quite line up with the lone wolf/ Islam is a peaceful religion line we are always fed. https://www.reuters.com/world/asia-pacific/australia-police-say-father-son-duo-allegedly-behind-sydney-mass-shooting-2025-12-14/ https://www.reuters.com/world/asia-pacific/australia-police-say-father-son-duo-allegedly-behind-sydney-mass-shooting-2025-12-14/"  
[X Link](https://x.com/jimdelisle/status/2000681967671505073)  2025-12-15T21:38Z [----] followers, [---] engagements


"For the life of me I can not imagine anybody lending the combined entity of UWMC and TWO perpetual preferred equity at 8.5%. I mean UWMC/Shell Point is about as far from RKT/COOP as a Fiat is from a Ferrari"  
[X Link](https://x.com/jimdelisle/status/2001322966228054111)  2025-12-17T16:05Z [----] followers, [---] engagements


"@ChrisPhelanEcon @JohnHCochrane Greenbacks from inception were seen as a short term expedient and not as a new path. Everyone else had either a gold or a silver standard. It was always presumed the US would get back to the norm to become a great nation. Now fiat is the norm; may God have mercy on our souls"  
[X Link](https://x.com/jimdelisle/status/2001461157912031305)  2025-12-18T01:15Z [----] followers, [----] engagements


"@Claudia_Sahm Am I the only person who cant get this out of my head Were about to have a Dr. Seuss character as our fed chairman. And how did Dr. Seuss know and predict his involvement in the pyramid scheme of marriage of Trumpian fiscal policy and Fed capture"  
[X Link](https://x.com/jimdelisle/status/2003108954118000977)  2025-12-22T14:22Z [----] followers, [---] engagements


"@mcandrus Now lets try it without a 5% deficit"  
[X Link](https://x.com/jimdelisle/status/2003466698859728984)  2025-12-23T14:04Z [----] followers, [--] engagements


"Is my @perplexity_ai search correct There are only [--] times in the last [--] years were the fed cut fed funds rates in a quarter where GDP was 4%; 3q24 and 3q25. It looks pretty clear that the fed is already pretty damn pliant and politicized pre-Trump takeover"  
[X Link](https://x.com/jimdelisle/status/2003577077468135500)  2025-12-23T21:22Z [----] followers, [---] engagements


"@charliebilello @LynAldenContact Yep. But ya aint gonna get a recession either ar $2T deficits"  
[X Link](https://x.com/jimdelisle/status/2003851970038362588)  2025-12-24T15:35Z [----] followers, [---] engagements


"@MauiBoyMacro It would be helpful if on a second axis you put the net difference. Otherwise it is impossible to check your point"  
[X Link](https://x.com/jimdelisle/status/2003853053288669653)  2025-12-24T15:39Z [----] followers, [--] engagements


"@MauiBoyMacro A $2T deficit rules out a recession . . Tomorrow . . . Next month . . . Next year"  
[X Link](https://x.com/jimdelisle/status/2003853265205948589)  2025-12-24T15:40Z [----] followers, [--] engagements


"@stored_alpha @BickerinBrattle Dude one clause away from merry Christmas he writes radical left scum. If you dont think thats fucked youre beyond help"  
[X Link](https://x.com/jimdelisle/status/2004382739815190655)  2025-12-26T02:44Z [----] followers, [--] engagements


"THE most important chart Ive seen in a long time. Validating it the most -as a more truthy depiction of stock valuation - is that regardless of all the crazy conniptions the worldwide financial authorities went through post-2000 they never pushed stocks to new highs. Maybe the stock market crash is actually not a nominal dollar crash but a catastrophic loss in purchasing power compared to hard money Maybe the stock market crash is actually not a nominal dollar crash but a catastrophic loss in purchasing power compared to hard money"  
[X Link](https://x.com/jimdelisle/status/2004886943763763537)  2025-12-27T12:07Z [----] followers, [---] engagements


"@dampedspring Pretty crazy how consistently the Fed adds to its balance sheet to address weakness in the economy/stock market and it ends up being more reflected in the gold price than anything"  
[X Link](https://x.com/jimdelisle/status/2004890821469110765)  2025-12-27T12:23Z [----] followers, [----] engagements


"@ColJessup25 @Peter_Turchin Nah. Id prefer to keep bleeding Russia"  
[X Link](https://x.com/jimdelisle/status/2004904247373234271)  2025-12-27T13:16Z [----] followers, [--] engagements


"I am fully convinced that every person out there who does not understand the sum of the parts concept of evaluation of a portfolio company has an IQ whos measure is inconsequential because they are idiots. Im fully convinced that you need an iq of [---] to understand $MSTR and every critic is simply below this level of cognitive ability. Im fully convinced that you need an iq of [---] to understand $MSTR and every critic is simply below this level of cognitive ability"  
[X Link](https://x.com/jimdelisle/status/2004936162637656260)  2025-12-27T15:23Z [----] followers, [---] engagements


"@MauiBoyMacro Like the post in general. Still asking everyone in the deflation camp the same questionhow when fiat issuers have no compunction against flooding the market do you get a deflation and what does it look like"  
[X Link](https://x.com/jimdelisle/status/2005310211872166220)  2025-12-28T16:09Z [----] followers, [---] engagements


"@AGHamilton29 Im guessing he is weeks away from a full pension and a lifelong and lucrative career as an expert witness for the plaintiffs bar"  
[X Link](https://x.com/jimdelisle/status/2005460017642975595)  2025-12-29T02:05Z [----] followers, [---] engagements


"@JamesSurowiecki @DavidAFrench 100%. Now lets go back to the authorities in the Brown case. At any point they could have exculpated Mustafa. Instead they waved their finger saying I wouldnt go there. They encouraged the MAGA idiocy. For the life of me I cannot understand why they did that"  
[X Link](https://x.com/jimdelisle/status/2005976194140049511)  2025-12-30T12:16Z [----] followers, [---] engagements


"As someone who watched the rise of the Patriots dynasty Bradys mental gain and is watching Drake Maye buy into the Josh McDaniels read the defense strategy I will tell you that this rings true. Sorry but Rodgers is washed up physically and does not have the training/smarts. https://twitter.com/i/web/status/2005979931960885345 https://twitter.com/i/web/status/2005979931960885345"  
[X Link](https://x.com/jimdelisle/status/2005979931960885345)  2025-12-30T12:30Z [----] followers, [---] engagements


"I SO want your flow bearish call to be correct. That said 2nd derivatives are all going in the wrong direction; and we can have no doubt that the fiscal/monetary authorities will do whatever it takes to keep the game going. Does this scoop bottom that is forming give you pause https://twitter.com/i/web/status/2005981608612929970 https://twitter.com/i/web/status/2005981608612929970"  
[X Link](https://x.com/jimdelisle/status/2005981608612929970)  2025-12-30T12:37Z [----] followers, [--] engagements


"@IIICapital Didnt you guys put out a press release saying the merger valued SMLR at $90"  
[X Link](https://x.com/jimdelisle/status/2006020320218452454)  2025-12-30T15:11Z [----] followers, [---] engagements


"@natbrunell Natalie. Will you disclose whether you are being paid by SMLR or any parties associated with this deal"  
[X Link](https://x.com/jimdelisle/status/2006104504052166693)  2025-12-30T20:46Z [----] followers, [--] engagements


"Thanks @saylor for adding 5% points to my annual performance over this last 6w when I wasnt trading crypto; only making sure I had every available $ of my marginable capital in the -MSTR/+IBIT trade with equal proceeds. Always tucking it up to equal proceeds had been key"  
[X Link](https://x.com/jimdelisle/status/2006386539291631929)  2025-12-31T15:26Z [----] followers, [---] engagements


"@dampedspring By Jiminy the Fed is cutting the funds rate like a scared child in a quarter where nominal GDP grew over 8%; taking the Real2 funds rate to -5%. These are things I never thought Id see in my lifetime"  
[X Link](https://x.com/jimdelisle/status/2007086549352223047)  2026-01-02T13:48Z [----] followers, [---] engagements


"The irony of Trump taking-out Chavez two days after Mamdani takes-over is ripe. A little string with the help of @perplexity_ai to frame this"  
[X Link](https://x.com/jimdelisle/status/2007472019697262637)  2026-01-03T15:20Z [----] followers, [---] engagements


"The operative parallel is Bush Is indict snatch replace support of Noriega in Panama in [----]. Any sentient reading of history sees that as having been a good thing for the USA Latin America and particularly Panama and Panamanians; everyone but Noriega and his clique"  
[X Link](https://x.com/jimdelisle/status/2007472026068336641)  2026-01-03T15:20Z [----] followers, [--] engagements


"Venezuela = Panama Venezuela = Philippines Venezuela = Vietnam Venezuela = Iraq [--] Venezuela = Iraq [--] Venezuela = Afghanistan Okay I get the point. We have enough lessons where we should be better at this"  
[X Link](https://x.com/jimdelisle/status/2007899545011957769)  2026-01-04T19:38Z [----] followers, [---] engagements


"Let us not forget that this is what New Yorkers voted for. As pigs in space crazy as this is this is how bad a job we have done educating are populous. We are about to reap what we were too lazy not to sow. https://youtu.be/reBzU8E_Ajksi=rOGCHXjdt-7wl-xK Weve really treated property as an individualized good and not a collective good. In resurfaced videos Cea Weaver a cabinet member of mayor Mamdanis admin says it is her goal to end private property ownership & that whites will deal with the impact.https://t.co/ZfXLSblzyU https://youtu.be/reBzU8E_Ajksi=rOGCHXjdt-7wl-xK Weve really treated"  
[X Link](https://x.com/jimdelisle/status/2008123795392139671)  2026-01-05T10:29Z [----] followers, [---] engagements


"@ianmSC Margaret Brennan is doing more to dismantle the ignorant media from the inside than @bariweiss could ever do. Give her a bigger platform"  
[X Link](https://x.com/jimdelisle/status/2008126475585847500)  2026-01-05T10:40Z [----] followers, [---] engagements


"@Gaige_returns Watch it again and dont miss the high five that the D lineman gives the referee"  
[X Link](https://x.com/jimdelisle/status/2008130011623235695)  2026-01-05T10:54Z [----] followers, [----] engagements


"#MyQuant Wall Streets No. [--] astrologer: Celestial signs point to sharp market decline in early [----] via @CrainsNewYork https://www.crainsnewyork.com/banking-finance/wall-street-astrologer-henry-weingarten-forecasts-market-decline https://www.crainsnewyork.com/banking-finance/wall-street-astrologer-henry-weingarten-forecasts-market-decline"  
[X Link](https://x.com/jimdelisle/status/2008136519417278545)  2026-01-05T11:20Z [----] followers, [---] engagements


"Agreed. The consensus in the buy MBStrade after the MOVE has fallen by as much as it has is shocking. As long as I do this Ill never understand how strong bond FOMO (reaching for yield at the absolute wrong time) is. If there is one thing that the last [--] years has taught us it is if youre going to have FOMO Express it in equities. https://twitter.com/i/web/status/2008170356129808883 https://twitter.com/i/web/status/2008170356129808883"  
[X Link](https://x.com/jimdelisle/status/2008170356129808883)  2026-01-05T13:34Z [----] followers, [--] engagements


"The RED dot is the date of the acquisition of TWO by UWMC. Yep. In [--] weeks just touching TWO cost UWMC 30% of their relative market cap vs RKT. I may have lost some money on my last trade of TWO but I certainly had that name called for years. Gonna miss it"  
[X Link](https://x.com/jimdelisle/status/2008191887661060255)  2026-01-05T15:00Z [----] followers, [---] engagements


"@JustBankStocks @MikeJM65 @yenoms 5y senior to perpetual preffs is at least 175-200. And they will have to finance the MSR portfolio. And its not like Matt doesnt have plans"  
[X Link](https://x.com/jimdelisle/status/2008293651835691084)  2026-01-05T21:44Z [----] followers, [---] engagements


"A simple analysis of the JGB forward 10y and the current UST 10y historically has traded as our text books suggest; As JGB rates rise relative to UST the JPY has historically also risen. IF it is going to reassert the JPY is going to rally or relative US rates have to rise"  
[X Link](https://x.com/jimdelisle/status/2008906495312703888)  2026-01-07T14:20Z [----] followers, [---] engagements


"@KurtSchlichter No DUTY to retreat A woman who reacted wrong to OVERLY- aggressive provocation is dead. He could have stepped aside and she would have been perp-walked within the hour. Go fuck yourself you self-satisfied twat"  
[X Link](https://x.com/jimdelisle/status/2009011687400305121)  2026-01-07T21:18Z [----] followers, [----] engagements


"@nianello6 @KurtSchlichter Having no duty to retreat is very different from whether he should have or not. He clearly could have stepped aside and by now shed have been arrested and he wouldnt have blood on his hands. It may be justifiable homicide but it was also an avoidable homicide"  
[X Link](https://x.com/jimdelisle/status/2009016228317376531)  2026-01-07T21:36Z [----] followers, [---] engagements


"Tou are such a tool. Even when you are on the right side of an issue you have to fuck it up by coming to exactly the wrong take. No this isnt Kent State because 90% of us cannot relate to the driver. We would NEVER have done that. It was the ubiquity of student protest that made Kent State resonate. https://twitter.com/i/web/status/2009021483801026793 https://twitter.com/i/web/status/2009021483801026793"  
[X Link](https://x.com/jimdelisle/status/2009021483801026793)  2026-01-07T21:57Z [----] followers, [---] engagements


"@megbasham You must have seen a different video. You say she aimed a 2000lb weapon at an officer. I saw someone go into reverse and then swerve to avoid a guy penning her in. Tell me again why when she was going right he didnt just step aside"  
[X Link](https://x.com/jimdelisle/status/2009081627688014189)  2026-01-08T01:56Z [----] followers, [---] engagements


"@Myriachan Id give you a ❤ because I love the reference but dont want you to think I wouldnt approve of them doing that. As odious as the FSA was it was part of a last ditch effort to prevent the Civil War"  
[X Link](https://x.com/jimdelisle/status/2009086813970067694)  2026-01-08T02:16Z [----] followers, [--] engagements


"Sweden at 8% and Iraq at 82% kind of tells you how to bet this one methinks. It Is A Duty Towards Society To Have Children % That Agree Do you Full ranking by country: https://t.co/MvXzaF7maL https://t.co/ab43T0zIrq It Is A Duty Towards Society To Have Children % That Agree Do you Full ranking by country: https://t.co/MvXzaF7maL https://t.co/ab43T0zIrq"  
[X Link](https://x.com/jimdelisle/status/2009428892407284096)  2026-01-09T00:55Z [----] followers, [---] engagements


"Although ICE is doing a job that needs to be done it appears to be more a combination of militarized mall cops and the Iranian Basij than disciplined law enforcement. There is nowhere on that spectrum that inspires confidence"  
[X Link](https://x.com/jimdelisle/status/2009608780393418802)  2026-01-09T12:50Z [----] followers, [---] engagements


"Looking at an early run of MBS it appears that discount mortgages are up fully one point relative to hedges. That is absolutely pigs in space crazy. A friend suggested to me that the proper response from the Fed would be to put out a BWIC with a couple hundred billion of their discounts. Just thinking about that makes me smile. Just imagine the response of @Pulte to that I mean once someone explained it to him of course. #PulteDumb"  
[X Link](https://x.com/jimdelisle/status/2009612760582095124)  2026-01-09T13:06Z [----] followers, [---] engagements


"@BillAckman @NYCMayor No Bill I would NOT think that; because as Pittsburghs HC said this weekend If my aunt had male parts shed be my uncle. Mandami is a race-baiter. He doesnt pretend otherwise. He hates Jews. What part isnt clear to you yet"  
[X Link](https://x.com/jimdelisle/status/2009707834737303598)  2026-01-09T19:24Z [----] followers, [---] engagements


"I have always thought the state regulated nature of the business is redundant and almost insurmountable barrier that certainly makes competition nearly impossible. I dont see any reason this should not be able to be nationalized as in that XYZ MI is NOT licensed in NY does not matter in the least to we GSEs if they are approved by us. Bill. I respect that you know the weeds better than I do. Do you see any reason that we can say there is not going to be a FICO moment of government disruption in MIor that we shouldnt"  
[X Link](https://x.com/jimdelisle/status/2009815923528507807)  2026-01-10T02:33Z [----] followers, [--] engagements


"@RapidResponse47 Hey Donald your work is not done yet in the mortgage world. Does anyone in your group of knuckle-dragging bootlickers know what the letters MI mean This is an 85% gross margin business that on average adds close to 1% to the mortgage rate"  
[X Link](https://x.com/jimdelisle/status/2009822006339076397)  2026-01-10T02:58Z [----] followers, [--] engagements


"@JustBankStocks @m3_melody 80% gross margin certainly qualifies as good business. Meanwhile in Dont think for a minute that they are done with mortgage affordability. We capitalists may end up pining for Lina Khan and her old school barbarians OUTSIDE the gate. https://x.com/rapidresponse47/status/2009795490859405617s=46 🚨 BREAKING https://t.co/rqOrjP4EZ1 https://x.com/rapidresponse47/status/2009795490859405617s=46 🚨 BREAKING https://t.co/rqOrjP4EZ1"  
[X Link](https://x.com/jimdelisle/status/2009823232770355631)  2026-01-10T03:02Z [----] followers, [---] engagements


"@BillAckman Instead of talking about what hes doing wrong (yes 👆🏾) use your access to point him in the right direction. MI companies are the price gougers. A national CRT program managed through FHFA is low hanging fruit lowering rates by 50bps to 25% of borrowers. @pulte"  
[X Link](https://x.com/jimdelisle/status/2009834994110177340)  2026-01-10T03:49Z [----] followers, [---] engagements


"@BitcoinTina @ErikSchechter @StopAntisemites When you wear it to this rally and join in chants supporting a terrorist organization how is it NOT a terrorist symbol. This is a sincere question. Please have half the balls of the terrorism-scarf wearers and answer my question"  
[X Link](https://x.com/jimdelisle/status/2009839805627281593)  2026-01-10T04:08Z [----] followers, [--] engagements


"@BehizyTweets Heres some crazy fact for you. The $25mm we paid for VI is now $1b in [----] dollars. So yeah maybe Denmark got a raw dealBUT we paid $7mm for Alaska in [----] which was $5mm in [----] dollars. SO we paid 5x for the VI than we paid for Denmark. #AtLeastWeAreNotAsDumbAsRussia"  
[X Link](https://x.com/jimdelisle/status/2009846708214342071)  2026-01-10T04:36Z [----] followers, 29K engagements


"@BillAckman @realDonaldTrump Loan sharks are the finance industry equivalent of back alley abortions; the 0-100 mph decision that makes educated debate and conversation impossible"  
[X Link](https://x.com/jimdelisle/status/2009985008262623399)  2026-01-10T13:45Z [----] followers, [---] engagements


"@BetweenTheNums @PatMcAfeeShow @CCignettiIU @BFW @MattBrownCFB @CFBTalkDaily @CFBHeather @CFBHome @ChrisVannini @DanWolken @ByPatForde They also have the potential to go [--] - [--] at the highest level of college football be becoming the first team to do that since [----] Yale"  
[X Link](https://x.com/jimdelisle/status/2009987280816222353)  2026-01-10T13:54Z [----] followers, [---] engagements


"@TheJFreakinC ICE agents are somewhere between militarized mall cops and the Iranian basij; but without the competence of the mall cops nor the humanity of the basij"  
[X Link](https://x.com/jimdelisle/status/2010213067817398358)  2026-01-11T04:51Z [----] followers, [--] engagements


"@sip_tyga @FischerKing64 Just to bring me up the speed are you talking about pre-fugitive slave act or post fugitive slave act Because as I see it say what you want about the FSA at least it was an effort toward compromise something we have not yet seen"  
[X Link](https://x.com/jimdelisle/status/2010486753296019814)  2026-01-11T22:59Z [----] followers, [--] engagements


"While agreeing with most of what you say my fear here is that the precedent has been established in the public domain that states cannot deny federal law on immigration. If this escalation continues Trump can point at the lack of supportive policing locally as de facto nullification using that as an excuse for something far worse. Many Americans maybe as many as 40% felt willing to go to war to end slavery. I am quite certain that its a far smaller number who are willing to go to war to protect illegal immigrants however defined. The sanctuary cities and the state of Minnesota cannot win this"  
[X Link](https://x.com/jimdelisle/status/2010495933029503018)  2026-01-11T23:35Z [----] followers, [--] engagements


"Just want to make sure that we all realize how inconceivably horse in the hospital this moment is. We are now a banana republic. Invest accordingly. Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH"  
[X Link](https://x.com/jimdelisle/status/2010528452278149455)  2026-01-12T01:45Z [----] followers, [---] engagements


"@DavidAFrench If you feel that way and are not selling your holdings of stock then youre just another bloviating symptom of our weakness. His supporters will only stop supporting him when they feel the pain of their asset value going down. I am doing what I can as should you"  
[X Link](https://x.com/jimdelisle/status/2010570329807368653)  2026-01-12T04:31Z [----] followers, [----] engagements


"@jasonfurman @R_Thaler If you feel that way and are not selling your holdings of stock then youre just another bloviating symptom of our weakness. His supporters will only stop supporting him when they feel the pain of their asset value going down. I am doing what I can as should you"  
[X Link](https://x.com/jimdelisle/status/2010570470509203589)  2026-01-12T04:32Z [----] followers, [---] engagements


"@PauloMacro @BradDunkley If you feel that way and are not selling your holdings of stock then youre just another bloviating symptom of our weakness. His supporters will only stop supporting him when they feel the pain of their asset value going down. I am doing what I can as should you"  
[X Link](https://x.com/jimdelisle/status/2010570541087051980)  2026-01-12T04:32Z [----] followers, [---] engagements


"@MichaelRStrain @jasonfurman If you feel that way and are not selling your holdings of stock then youre just another bloviating symptom of our weakness. His supporters will only stop supporting him when they feel the pain of their asset value going down. I am doing what I can as should you"  
[X Link](https://x.com/jimdelisle/status/2010570635303391424)  2026-01-12T04:32Z [----] followers, [---] engagements


"@valuations_ @iBladesi If you feel that way and are not selling your holdings of stock then youre just another bloviating symptom of our weakness. His supporters will only stop supporting him when they feel the pain of their asset value going down. I am doing what I can as should you"  
[X Link](https://x.com/jimdelisle/status/2010570698197176445)  2026-01-12T04:33Z [----] followers, [--] engagements


"@thatgirltrader If you feel that way and are not selling your holdings of stock then youre just another bloviating symptom of our weakness. His supporters will only stop supporting him when they feel the pain of their asset value going down. I am doing what I can as should you"  
[X Link](https://x.com/jimdelisle/status/2010571146828136483)  2026-01-12T04:34Z [----] followers, [--] engagements


"@BlacklionCTA If you feel that way and are not selling your holdings of stock then youre just another bloviating symptom of our weakness. His supporters will only stop supporting him when they feel the pain of their asset value going down. I am doing what I can as should you"  
[X Link](https://x.com/jimdelisle/status/2010571964214280393)  2026-01-12T04:38Z [----] followers, [--] engagements


"I feel bad for Jerome Powell. After his rebuttal to t-Rump last night I suspect he will shortly develop health issues that make his continued service inadvisable"  
[X Link](https://x.com/jimdelisle/status/2010716388491395381)  2026-01-12T14:11Z [----] followers, [---] engagements


"Interesting day if only for its boringness. AGNC and NLY flat to down the bulk of the day while IVR ORC and ARR soar (for mREITs). Gotta love when people feel so much love for the laggards as to carry them to 2.5% outperformance. Not usually so ordered and yet disordered"  
[X Link](https://x.com/jimdelisle/status/2010916563470143807)  2026-01-13T03:27Z [----] followers, [---] engagements


"Stocks loving and bonds hating on the probability of a more populist deficit spending party coming to power"  
[X Link](https://x.com/jimdelisle/status/2010933171173437581)  2026-01-13T04:33Z [----] followers, [---] engagements


"Has there ever been so quick a relative decline in the bond market to the equity market of a major country Since April [--] the JGB tenure has doubled in yield from [---] to 2.2%. Meanwhile the Nikkei is up by 68%. Even though I do not invest in that market this feels meaningful and I will be commenting on this with more material. In the broadest sense it seems to show what happens when people expect some form of sovereign abrogation at least in real terms and flee to something more controlled by the rule of law. https://twitter.com/i/web/status/2011040266602303815"  
[X Link](https://x.com/jimdelisle/status/2011040266602303815)  2026-01-13T11:38Z [----] followers, [---] engagements


"@Davret1 @BurritoEveryDay @ConvexityMaven You are making his point. This is particularly for those aging in place in a house that is too big BUT has a mortgage rate too low to walk away from. Its a great opportunity to downsize take out equity and use the low mortgage for the condo youre looking at"  
[X Link](https://x.com/jimdelisle/status/2011553749207339454)  2026-01-14T21:39Z [----] followers, [--] engagements


"@iBladesi Buy my calculation that puts their current book value right around [----]. And that has them trading at [----] right now. In 3q they issued 34mm shares 20% q-on-q growth while trading at an average P/NAV [----]. Yeah theyre hitting it"  
[X Link](https://x.com/jimdelisle/status/2011561821766107598)  2026-01-14T22:11Z [----] followers, [--] engagements


"In [----] the FSA had to happen. Had it not been included it is likely the US Civil War would have started sooner and (I would argue with less a demographic and economic tail wind to the North as was the case in 1860) the of the North winning would have been lower"  
[X Link](https://x.com/jimdelisle/status/2011644013259223456)  2026-01-15T03:38Z [----] followers, [---] engagements


"While I may disagree with the application of FSA resistance to the enforcement of immigration law I cannot unsee how successful it was in stymying enforcement then. And I know its adherents see it as likely to be successful now and are certainly unlikely to back down"  
[X Link](https://x.com/jimdelisle/status/2011650986369302772)  2026-01-15T04:05Z [----] followers, [--] engagements


"Meanwhile marshalls were able to capture and return the vast majority of their targets but kept the peace by choosing when to let the targets go.And while individuals and groups in the resisting localities made it hard on the marshalls local constabulary worked with them"  
[X Link](https://x.com/jimdelisle/status/2011656782666457362)  2026-01-15T04:28Z [----] followers, [--] engagements


"Here are two big differences. Police in sanctuary cities are actively not helping the marshalls while it appears the Feds will not back down. With the Feds not using their power with more discretion and the locals knowing that history supports their strategy this will escalate"  
[X Link](https://x.com/jimdelisle/status/2011658303470776411)  2026-01-15T04:34Z [----] followers, [--] engagements


"Post 2/8: First context: After the Mexican-American War the U.S. gained massive territory. Slavery debates explodedwould new states be slave or free South Carolina threatened secession (sound familiar). Enter Henry Clay the "Great Compromiser" with help from Stephen Douglas and Millard Fillmore. They crafted the Compromise of 1850: North got most wins but South got the FSA to buy a decade of fragile peace. https://twitter.com/i/web/status/2011751722528489778 https://twitter.com/i/web/status/2011751722528489778"  
[X Link](https://x.com/jimdelisle/status/2011751722528489778)  2026-01-15T10:46Z [----] followers, [--] engagements


"Post 6/8: Sanctuary city advocates know this history. To them it's a successful playbook for "nullifying" federal lawa win for the minority who cared deeply about slaves' plight. I'm not equating chattel slavery (stolen people in bondage) to immigration enforcement (people here illegally by choice). But the strategy's effectiveness Undeniable. Adherents won't back down"  
[X Link](https://x.com/jimdelisle/status/2011753207060373796)  2026-01-15T10:51Z [----] followers, [--] engagements


"Post 7/8: Key differences today: - Federal power: DC in [----] is way stronger than [----]. - Media ubiquity: Escalation risks soar with constant coverage. - Local cooperation: 1850s police often helped marshals; today's sanctuary cops actively don't. - Fed resolve: Trump isn't Pierceexpect less discretion more push. History's lesson FSA enforcers used selective enforcement to avoid full rebellion. Marshals got most targets but let some go to keep peace. Locals resisted but cooperated enough. https://twitter.com/i/web/status/2011753481342689629 https://twitter.com/i/web/status/2011753481342689629"  
[X Link](https://x.com/jimdelisle/status/2011753481342689629)  2026-01-15T10:53Z [----] followers, [--] engagements


"@crossbordercap I am totally convinced by your argument that in a refinancing focused world getting bond volatility down gets all asset prices up. Given the observed volatility in a world of such craziness are you beginning to think that todays Plunge Protection Team is working behind the scenes in bonds themselves The 30-day range of 10y yield closes is the tightest since [----] 👇🏼 - Bloomberg https://t.co/TrQ3Bn3dcZ The 30-day range of 10y yield closes is the tightest since [----] 👇🏼 - Bloomberg https://t.co/TrQ3Bn3dcZ"  
[X Link](https://x.com/jimdelisle/status/2011879103041859622)  2026-01-15T19:12Z [----] followers, [---] engagements


"@ConvexityMaven @glengarryrd Its looking more like @BillAckman and the GSE fanboys are going to learn the hard facts of politics per Jesse Unruh if you cant eat their food drink their liquor and bang their whores at night and vote against them in the morning then politics aint the business for you"  
[X Link](https://x.com/jimdelisle/status/2012232089546998015)  2026-01-16T18:34Z [----] followers, [--] engagements


"How friggin hilarious is this; stay humble and stack sats What a despicable comment for $MSTR s @Saylor to make after buying 150% of the incremental supply of BTC since the Ap [--] halving. Stay humble he says as he leverages up his company issuing 7b debt 7b in preffs and 13b in stock in an effort to corner and subvert a market he pretends to honor. Stay humble my ass. His downfall was brought about by his all too human traits of greed and indisciplined mania. Had he say only bought the incremental supply BTC would certainly still be well below its current 90k yes but hed still have plenty of"  
[X Link](https://x.com/anyuser/status/1991349375973400732)  2025-11-20T03:34Z [----] followers, 14K engagements


"Never played around with $RITM on the long side much. Over the last several months though it did seem cheap enough and Agency REITS seemed rich. So Ive owned a good slug. I am very underwhelmed with the +3% experience while: AGNC +12 ARR +15 DX +6 EFC +2 IVR +25 NLY +12 ORC +7"  
[X Link](https://x.com/anyuser/status/2011570462837387606)  2026-01-14T22:45Z [----] followers, [---] engagements


"Northerners immediately hated it and set about resisting it ever more actively and violently. Their states and localities created new laws guaranteeing escapees right to habeus corpus and other such things to throw sand in the gears of the federal Marshalls enforcing the FSA"  
[X Link](https://x.com/anyuser/status/2011642878167302306)  2026-01-15T03:33Z [----] followers, [---] engagements


"Post 1/8: 📜 History Rhymes: Fugitive Slave Act of [----] vs. Today's Sanctuary Cities & ICE Battles I love American history for how it adds nuance to todaylike comparing 1850s Personal Liberty Laws (early "sanctuary" resistance) to modern sanctuary cities and the Fugitive Slave Act (FSA) to Trump's deportation push. It's not a perfect parallel but the echoes are fascinating. Let me break it down. (Thread 🧵) https://twitter.com/i/web/status/2011751521533215173 https://twitter.com/i/web/status/2011751521533215173"  
[X Link](https://x.com/anyuser/status/2011751521533215173)  2026-01-15T10:45Z [----] followers, [---] engagements


"Post 3/8: The Fugitive Slave Act (1850) beefed up the [----] version making it federal law for Northern authorities to hunt capture and "repatriate" escaped slaves. No succor for the enslavedfederal marshals enforced it everywhere. But it was doomed. Northerners hated it resisting actively and violently. States & cities passed Personal Liberty Laws granting habeas corpus and other protections to sabotage enforcement"  
[X Link](https://x.com/jimdelisle/status/2011752196916789661)  2026-01-15T10:47Z [----] followers, [--] engagements


"Post 8/8: Today With Feds unlikely to back down and locals betting on history's rhyme escalation seems inevitable. There are no signs that Trump is going to selectively enforce and with local authorities mooting using their police to fight ICE you cannot expect deescalation there. IMO this is worse than you think. #endofthread #AmericanHistory #SanctuaryCities #Minneapolis #ICE"  
[X Link](https://x.com/anyuser/status/2011755422743490989)  2026-01-15T11:00Z [----] followers, [---] engagements


"The Boston resistance. https://www.perplexity.ai/search/0cec2ac9-55b5-4bd1-959b-aadb0f4c544e https://www.perplexity.ai/search/0cec2ac9-55b5-4bd1-959b-aadb0f4c544e"  
[X Link](https://x.com/jimdelisle/status/2011760618748198942)  2026-01-15T11:21Z [----] followers, [--] engagements


"This is a good start. The whole Jacob Fry and Tim Walz confrontational approach was completely at odds with the way 1850s local politicians handled and eventually diffused the situation. https://x.com/govtimwalz/status/2011832759522615367s=61 https://t.co/EFBOPpNluy https://x.com/govtimwalz/status/2011832759522615367s=61 https://t.co/EFBOPpNluy"  
[X Link](https://x.com/anyuser/status/2011915367271022998)  2026-01-15T21:36Z [----] followers, [---] engagements


"When you look at the MREIT sector and factor in when companies are going to be issuing accretively remember Potter Stewart [----] definition of hard-core pornography. My four categories of is it accretive are: 1- does the net premium above NAV of the issuance raise NAV. 2- do the assets acquired increase the ability to support your dividend. 3- does the increased equity base lower the total fee structure. 4- can the management both external and internal pay itself more. If you listen to the earnings calls you will note that analyst seldom ask management team to define which form of accretion"  
[X Link](https://x.com/jimdelisle/status/2012152451160330332)  2026-01-16T13:18Z [----] followers, [---] engagements


"I am not going to be posting on X anymore. Anyone who wants to reach me can DM. I will still be having conversations with a string of people about market developments. If you want to be included on that reach out to me at Evilshortseller@gmail"  
[X Link](https://x.com/jimdelisle/status/2012544680404123937)  2026-01-17T15:16Z [----] followers, [---] engagements


"#NewProfilePic"  
[X Link](https://x.com/jimdelisle/status/2013548491012739431)  2026-01-20T09:45Z [----] followers, [---] engagements

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