[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @levenson_david David Levenson. I am increasing low beta leverage. Global economic concerns are rising, with emerging market currencies, such as the Brazilian Real and Indonesian Rupiah, hitting multi-year lows. The US dollar is strengthening, which is not good for risk equity and tech exports. Market volatility is also increasing, with expectations of lower interest rates and potential policy changes from central banks like the ECB and Fed. ### Engagements: XXXXX [#](/creator/twitter::2585771166/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +103% - X Year XXXXXXXXX +99% ### Mentions: XX [#](/creator/twitter::2585771166/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXXXX +58% - X Year XXXXX -XXXX% ### Followers: XXXXXX [#](/creator/twitter::2585771166/followers)  - X Week XXXXXX +0.54% - X Month XXXXXX +11% - X Months XXXXXX +42% - X Year XXXXXX +126% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::2585771166/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [deflation](/topic/deflation) #16, [inflation](/topic/inflation) #572, [mortgage rate](/topic/mortgage-rate) #23, [main street](/topic/main-street) #48, [spx](/topic/spx) #152, [ai](/topic/ai) 2.17%, [bank](/topic/bank) 2.17%, [rates](/topic/rates) 2.17%, [slower](/topic/slower) 1.09%, [$mma](/topic/$mma) XXXX% **Top accounts mentioned or mentioned by** [@mortgagetruth](/creator/undefined) [@davevermilion](/creator/undefined) [@frugal_saver](/creator/undefined) [@onechancefreedm](/creator/undefined) [@wwwspaceships](/creator/undefined) [@fibonacciinves1](/creator/undefined) [@jhoopstyscoop](/creator/undefined) [@charliebilello](/creator/undefined) [@daviddtawil](/creator/undefined) [@nutbuttergrowth](/creator/undefined) [@grok](/creator/undefined) [@leadlagreport](/creator/undefined) [@josecal46686768](/creator/undefined) [@frugalsaver](/creator/undefined) [@mmvv923912](/creator/undefined) [@m3melody](/creator/undefined) [@invertedmikey](/creator/undefined) [@wahlstromgrant](/creator/undefined) [@actjust](/creator/undefined) [@aswathdamodaran](/creator/undefined) **Top assets mentioned** [Meme Alliance (MMA)](/topic/$mma) [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last XX hours "89% of the time markets rise at a slower speed than the XX% of the time than markets decline. Innovation inflation and deflation phase lengths and amplitude 10/12/90 to 3/10/00 XXX weeks XXXX to XXXX +600% NDX basis SPX 3/10/00 to 9/24/02 XXX weeks +3.30 to XXXX -XX% 9/24/02 to 11/3/25 1206 weeks. XXXX to XXXX 380%. This most recent wage was less than XX% of the genesis wave due to the enormity of the capital required to hold up these valuations" [X Link](https://x.com/levenson_david/status/1998068410899435953) 2025-12-08T16:33Z 19.7K followers, XXX engagements "@mortgagetruth @jhoopstyscoop Who cares what a higher rate is. If there is a XXXX ARM" [X Link](https://x.com/levenson_david/status/1998128974468403597) 2025-12-08T20:34Z 19.7K followers, XXX engagements "$MMA #MMA #MSFTMETAAMZN not strong" [X Link](https://x.com/levenson_david/status/1975198910609338809) 2025-10-06T13:58Z 19.6K followers, 1468 engagements "Gold volatility(GVZ) is down XX% from its secular peak while gold is only down 8%. GVZ has declined XXX more than gold futures(GC1). There is a very low probability of gold skew and volatility going to a new local for anytime soon with all the profit that skew sellers and volatility sellers have made since the record high in gold. Those facts should limit gold as well. Powell is unlikely to be able to weaken the dollar enough before his retirement as chairman of the FOMC to drive gold up enough to spike gold Vega and skew above recent peaks. Thats bad for gold prices. If you are curious about" [X Link](https://x.com/levenson_david/status/1982816102708097498) 2025-10-27T14:26Z 19.6K followers, 2329 engagements "@charliebilello The market is doing its thing despite excessive easing Rates will melt as the ocean of liquity exits AI equity into mortgages" [X Link](https://x.com/levenson_david/status/1993664534293434603) 2025-11-26T12:54Z 19.6K followers, XXX engagements "Robin Brooks believes rate cuts are good for the SP500 in a non recessionary environment. There is no possibility that rate cuts will be good for this cycle beyond X or X more XX bp rate cuts where we will not have a recession. Rates cuts will need to be accelerated early next year to interfere with an accelerating decline in the velocity of money and a collapse of the inflation narrative. This will deflate bond volatility globally in G7 countries. That deflation will destroy trillions of dollars of virtual duration and massively flatten the US and global curves which will dramatically reduce" [X Link](https://x.com/levenson_david/status/1994756824784916901) 2025-11-29T13:14Z 19.6K followers, 4169 engagements "UK Gilt decaying yields" [X Link](https://x.com/levenson_david/status/1996248416087584945) 2025-12-03T16:01Z 19.6K followers, 1756 engagements "The tension between the short end and the policy rate is governed by the choice of the intensity of policy makers desire to help out the banks because the greater the volatility of the two year yield which rises under a greater divergence between the policy rate and the two year which causes increasingly people wanting to buy two year Will ultimately suck the volatility out of the bond volatility and that will cause lower bond volatility and that will cause a faster rise of bond prices and that will flatten the global curve that will cause more policy easing internationally and that will" [X Link](https://x.com/levenson_david/status/1996272516319281230) 2025-12-03T17:37Z 19.6K followers, XXX engagements "The more disorganized the fed the less the fed will be able to do and the better the fed will be because the less they do the better it is for the economy they dont help. They are independent when a Republican is president and when Joe Biden was president they took the talking line from treasury when they said X% inflation is transitory and spend all you want so the less the fed gets done the better who cares if they do raid cuts the market will cut the rates for them by driving the dollar up through the roof if they decide to wait and all their friends and donors in Silicon Valley will be" [X Link](https://x.com/levenson_david/status/1996452031356137653) 2025-12-04T05:30Z 19.6K followers, 5570 engagements "@grok @WWWSpaceships @leadlagreport Thanks Grok" [X Link](https://x.com/levenson_david/status/1996730012024676767) 2025-12-04T23:55Z 19.6K followers, XXX engagements "@JoseCal46686768 No. 2020 was massive policy interference which spiked volatility. Shorts are part of the reason why VXTLT isnt lower now. You are unlikely to get a squeeze until mortgage rates are in the 5s or 4s" [X Link](https://x.com/levenson_david/status/1996990964229984563) 2025-12-05T17:12Z 19.6K followers, XXX engagements "@Frugal_Saver @John_Stepek @MerrynSW I could not have turned that phrase any better. Stack and HODL your family not volatile volatilities" [X Link](https://x.com/levenson_david/status/1996991347413147921) 2025-12-05T17:13Z 19.6K followers, XXX engagements "A few vectors Rocket and United combined our XX% of issuance so banks are losing market share. Rocket and some participants are subsidizing the mortgage process to get an income from servicing versus the banks that are trying to get income from duration management . Private credit is hurting the spreads uncle loans and independent mortgage brokers are hurting the spreads on mortgages and it makes you wonder about the long-term future of heavily leverage financial institutions with extra extraordinary duration sensitivity" [X Link](https://x.com/levenson_david/status/1996991844153012236) 2025-12-05T17:15Z 19.6K followers, XXX engagements "People should read up about what caused Silicon Valley bank to essentially evaporate overnight. They had bought a lot of lower mortgages the X 1/2 which trades at $.85 in the dollar and the three which trades at $.88 in the dollar and that was the result of interest rates being raised by policy makers and causing prepayments to slow and these instruments declined from XXX cents in the dollar down to these rates . Banks should maintain a close relationship to the average life of their assets and their liabilities and that such times that theyre unable to underwrite in a timely way they then" [X Link](https://x.com/levenson_david/status/1996992433989538193) 2025-12-05T17:17Z 19.6K followers, XXX engagements "Our central bank run by Jerome Powell has made every effort to keep those rates elevated. He couldve slowed the rate of cuts and cause the forward curve to flatten for the secured overnight funding rate and that wouldve brought the year down and through the XXX but theyre desperate to keep the curve steep and inflation elevated into the election and you should know that or you shouldnt be posting" [X Link](https://x.com/levenson_david/status/1996993105904411085) 2025-12-05T17:20Z 19.6K followers, XXX engagements "BTC was up XXXXX% compounded from $69K on 11/10/21 to 11/21/25 $80500 at which point policy maker President Williams of the NY Fed added an additional rate cut into the market. The rise from 80500 was not organic. It was not a local stabilization from adequate declining price action. It was policy support which will bleed off and then will ultimately trade below the 80000 as volatility comes back into line and youll have another powerful leg down in which case strategy said through its CEO that they would be sells below One times MNAV" [X Link](https://x.com/levenson_david/status/1997014967799763113) 2025-12-05T18:47Z 19.6K followers, 1337 engagements "@mmvv923912 If they reduce duration supply it hurts dollar but lowers mortgage rates. If equities are weak it will give a little lift but not much. The Fed is buying a lot of Tbills from continuing mortgage roll recycled into Tbills" [X Link](https://x.com/levenson_david/status/1997597070891585888) 2025-12-07T09:20Z 19.6K followers, XXX engagements "@VolSignals @David6179188752 VIX Is likely to be very contained as the curve flattens while VXN Accelerates" [X Link](https://x.com/levenson_david/status/1997700079826898953) 2025-12-07T16:09Z 19.7K followers, XXX engagements "The credit union statement is just not realistic for the vast majority of people. When you must move and you cannot afford it you can choose rental or an arm. Youll choose the arm particularly as we have an eighth XX basis point rate cut in March or April and people start to feel more comfortable and if you dont think so I will refer you to the series of residential people who I had highlighted this too and they called the broker. The broker had the same comment as you and then they told me they got a week later a callback from the broker he said the business is off the roof when he highlight" [X Link](https://x.com/levenson_david/status/1998132142539202816) 2025-12-08T20:46Z 19.7K followers, XXX engagements "This is a signal of Wall Street to Main Street. this is going to cause educational deflation. Its gonna cause bureaucracy deflation. The amount of bureaucracy to student at universities has exploded versus education to the student population ratio" [X Link](https://x.com/levenson_david/status/1994432832031052069) 2025-11-28T15:46Z 19.7K followers, 15.7K engagements "@mortgagetruth @jhoopstyscoop The psychology of eight recent unidirectional XX basis points rate cuts. Will psychologically set someone up for an arm after a XXX base point rate hike cycle in recent memories" [X Link](https://x.com/levenson_david/status/1998139068212027719) 2025-12-08T21:14Z 19.7K followers, XX engagements "Refinancing and purchase destroy M2 just as early stage policy easing supports M2 Mid cycle easing doesnt produce significant M2 Later stage destroys M2. Bitcoin is an excellent sentimental of deflation. Bitcoin is a diva that demands copious volumes of liquidity to thrive. That liquidity was diverted by Powell away from housing. Housing is coming back with a vengeance. Main Street is going to be very happy" [X Link](https://x.com/levenson_david/status/1994016367444381765) 2025-11-27T12:12Z 19.6K followers, 2210 engagements "@Frugal_Saver For years" [X Link](https://x.com/levenson_david/status/1994770756022960486) 2025-11-29T14:09Z 19.6K followers, XXX engagements "The reservoirs of deflation residing in cyclical innovation equity and volatility have an exponential deflate wave function. Policy interference has throttled down the pace of exponential disinflation through deflation. The most rudimentary partial differential equation with respect to policy interference since the LTCM implosion with its volcanically exponential deleveraging and capital annihilation that produced a $XXXX billion bailout. The moral hazard created by that bailout created the hungry ocean of M2 we have today" [X Link](https://x.com/levenson_david/status/1994810132644205037) 2025-11-29T16:46Z 19.6K followers, XXX engagements "@leadlagreport This is hysteria on steroids. Is a choice. The system will smother rates. The decision to manufacture inflation to help the Zaibatsus is going to result in deflation on steroids again. The 40Y at XXX bp was the time to be negative in rates not at 92X; 377bp" [X Link](https://x.com/levenson_david/status/1996558359101878535) 2025-12-04T12:33Z 19.7K followers, 6812 engagements "@FibonacciInves1 Activity is at a 2Y high at current rates. Lower rates from here stimulate" [X Link](https://x.com/levenson_david/status/1997141965524050409) 2025-12-06T03:12Z 19.6K followers, XXX engagements "Youre one of XXX people I follow now because I heard you on a space being so incredibly rational its so amazing to hear someone whos allowing themselves to look at two sides of a trade someone who like Matt Damon and the Bourne identity knows the exits as their entering. I wanted to amplify the excellent nature of your comment and when prompted I posted the space three times and the individual decided to remove me from listening beyond not allowing me to speak and making comments that I cant get any followers. My my last space at 2000 business so anytime you want you can join me as a cohost" [X Link](https://x.com/levenson_david/status/1997521977364345190) 2025-12-07T04:22Z 19.7K followers, XXX engagements "This is part of the leverage in the system. Long OEX short SPX Long NDX short SPX Long NDX short OEX. Thats unwinding. This local stability of this position has been sustained by excessively easing monetary policy and $ suppression. Thats only effective above X% FFR. Below X% or sooner X year fixed and 1Y resetable adjustable mortgage rates will be in the XXX% percent to XXXX% range. This will drive up the ratio of fixed to ARM mortgages to a level that will flatten the yield curve globally and provide dollar support from the initiation of more aggressive easing policies internationally" [X Link](https://x.com/levenson_david/status/1997935681557905750) 2025-12-08T07:46Z 19.7K followers, XXX engagements "@m3_melody This is backward looking" [X Link](https://x.com/levenson_david/status/1998181103795052670) 2025-12-09T00:01Z 19.7K followers, XXX engagements "@InvertedMikey @m3_melody Melody would never join my spaces" [X Link](https://x.com/levenson_david/status/1998181431168876566) 2025-12-09T00:02Z 19.7K followers, XX engagements "I cant think of a better opportunity of Main Street getting revenge the reverse K where mortgage rates collapse and housing prices rise and this AI deflation will stop blocking Main Street. Other people are just all negative. I dont know about this woman. I just think that it would be interesting to have a discussion with her but I guarantee you the likelihood of that is less than 5%. It would be great if she would be open to it but a lot of people dont want to have other people contradict them and maybe challenge their authority in the minds of their followers. I love how people challenge me" [X Link](https://x.com/levenson_david/status/1998196615363121584) 2025-12-09T01:02Z 19.7K followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@levenson_david David Levenson. I am increasing low beta leverage.
Global economic concerns are rising, with emerging market currencies, such as the Brazilian Real and Indonesian Rupiah, hitting multi-year lows. The US dollar is strengthening, which is not good for risk equity and tech exports. Market volatility is also increasing, with expectations of lower interest rates and potential policy changes from central banks like the ECB and Fed.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +103%
- X Year XXXXXXXXX +99%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXXXX +58%
- X Year XXXXX -XXXX%
Followers: XXXXXX #
- X Week XXXXXX +0.54%
- X Month XXXXXX +11%
- X Months XXXXXX +42%
- X Year XXXXXX +126%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXXX% cryptocurrencies XXXX% celebrities XXXX%
Social topic influence deflation #16, inflation #572, mortgage rate #23, main street #48, spx #152, ai 2.17%, bank 2.17%, rates 2.17%, slower 1.09%, $mma XXXX%
Top accounts mentioned or mentioned by @mortgagetruth @davevermilion @frugal_saver @onechancefreedm @wwwspaceships @fibonacciinves1 @jhoopstyscoop @charliebilello @daviddtawil @nutbuttergrowth @grok @leadlagreport @josecal46686768 @frugalsaver @mmvv923912 @m3melody @invertedmikey @wahlstromgrant @actjust @aswathdamodaran
Top assets mentioned Meme Alliance (MMA) Bitcoin (BTC)
Top Social Posts
Top posts by engagements in the last XX hours
"89% of the time markets rise at a slower speed than the XX% of the time than markets decline. Innovation inflation and deflation phase lengths and amplitude 10/12/90 to 3/10/00 XXX weeks XXXX to XXXX +600% NDX basis SPX 3/10/00 to 9/24/02 XXX weeks +3.30 to XXXX -XX% 9/24/02 to 11/3/25 1206 weeks. XXXX to XXXX 380%. This most recent wage was less than XX% of the genesis wave due to the enormity of the capital required to hold up these valuations"
X Link 2025-12-08T16:33Z 19.7K followers, XXX engagements
"@mortgagetruth @jhoopstyscoop Who cares what a higher rate is. If there is a XXXX ARM"
X Link 2025-12-08T20:34Z 19.7K followers, XXX engagements
"$MMA #MMA #MSFTMETAAMZN not strong"
X Link 2025-10-06T13:58Z 19.6K followers, 1468 engagements
"Gold volatility(GVZ) is down XX% from its secular peak while gold is only down 8%. GVZ has declined XXX more than gold futures(GC1). There is a very low probability of gold skew and volatility going to a new local for anytime soon with all the profit that skew sellers and volatility sellers have made since the record high in gold. Those facts should limit gold as well. Powell is unlikely to be able to weaken the dollar enough before his retirement as chairman of the FOMC to drive gold up enough to spike gold Vega and skew above recent peaks. Thats bad for gold prices. If you are curious about"
X Link 2025-10-27T14:26Z 19.6K followers, 2329 engagements
"@charliebilello The market is doing its thing despite excessive easing Rates will melt as the ocean of liquity exits AI equity into mortgages"
X Link 2025-11-26T12:54Z 19.6K followers, XXX engagements
"Robin Brooks believes rate cuts are good for the SP500 in a non recessionary environment. There is no possibility that rate cuts will be good for this cycle beyond X or X more XX bp rate cuts where we will not have a recession. Rates cuts will need to be accelerated early next year to interfere with an accelerating decline in the velocity of money and a collapse of the inflation narrative. This will deflate bond volatility globally in G7 countries. That deflation will destroy trillions of dollars of virtual duration and massively flatten the US and global curves which will dramatically reduce"
X Link 2025-11-29T13:14Z 19.6K followers, 4169 engagements
"UK Gilt decaying yields"
X Link 2025-12-03T16:01Z 19.6K followers, 1756 engagements
"The tension between the short end and the policy rate is governed by the choice of the intensity of policy makers desire to help out the banks because the greater the volatility of the two year yield which rises under a greater divergence between the policy rate and the two year which causes increasingly people wanting to buy two year Will ultimately suck the volatility out of the bond volatility and that will cause lower bond volatility and that will cause a faster rise of bond prices and that will flatten the global curve that will cause more policy easing internationally and that will"
X Link 2025-12-03T17:37Z 19.6K followers, XXX engagements
"The more disorganized the fed the less the fed will be able to do and the better the fed will be because the less they do the better it is for the economy they dont help. They are independent when a Republican is president and when Joe Biden was president they took the talking line from treasury when they said X% inflation is transitory and spend all you want so the less the fed gets done the better who cares if they do raid cuts the market will cut the rates for them by driving the dollar up through the roof if they decide to wait and all their friends and donors in Silicon Valley will be"
X Link 2025-12-04T05:30Z 19.6K followers, 5570 engagements
"@grok @WWWSpaceships @leadlagreport Thanks Grok"
X Link 2025-12-04T23:55Z 19.6K followers, XXX engagements
"@JoseCal46686768 No. 2020 was massive policy interference which spiked volatility. Shorts are part of the reason why VXTLT isnt lower now. You are unlikely to get a squeeze until mortgage rates are in the 5s or 4s"
X Link 2025-12-05T17:12Z 19.6K followers, XXX engagements
"@Frugal_Saver @John_Stepek @MerrynSW I could not have turned that phrase any better. Stack and HODL your family not volatile volatilities"
X Link 2025-12-05T17:13Z 19.6K followers, XXX engagements
"A few vectors Rocket and United combined our XX% of issuance so banks are losing market share. Rocket and some participants are subsidizing the mortgage process to get an income from servicing versus the banks that are trying to get income from duration management . Private credit is hurting the spreads uncle loans and independent mortgage brokers are hurting the spreads on mortgages and it makes you wonder about the long-term future of heavily leverage financial institutions with extra extraordinary duration sensitivity"
X Link 2025-12-05T17:15Z 19.6K followers, XXX engagements
"People should read up about what caused Silicon Valley bank to essentially evaporate overnight. They had bought a lot of lower mortgages the X 1/2 which trades at $.85 in the dollar and the three which trades at $.88 in the dollar and that was the result of interest rates being raised by policy makers and causing prepayments to slow and these instruments declined from XXX cents in the dollar down to these rates . Banks should maintain a close relationship to the average life of their assets and their liabilities and that such times that theyre unable to underwrite in a timely way they then"
X Link 2025-12-05T17:17Z 19.6K followers, XXX engagements
"Our central bank run by Jerome Powell has made every effort to keep those rates elevated. He couldve slowed the rate of cuts and cause the forward curve to flatten for the secured overnight funding rate and that wouldve brought the year down and through the XXX but theyre desperate to keep the curve steep and inflation elevated into the election and you should know that or you shouldnt be posting"
X Link 2025-12-05T17:20Z 19.6K followers, XXX engagements
"BTC was up XXXXX% compounded from $69K on 11/10/21 to 11/21/25 $80500 at which point policy maker President Williams of the NY Fed added an additional rate cut into the market. The rise from 80500 was not organic. It was not a local stabilization from adequate declining price action. It was policy support which will bleed off and then will ultimately trade below the 80000 as volatility comes back into line and youll have another powerful leg down in which case strategy said through its CEO that they would be sells below One times MNAV"
X Link 2025-12-05T18:47Z 19.6K followers, 1337 engagements
"@mmvv923912 If they reduce duration supply it hurts dollar but lowers mortgage rates. If equities are weak it will give a little lift but not much. The Fed is buying a lot of Tbills from continuing mortgage roll recycled into Tbills"
X Link 2025-12-07T09:20Z 19.6K followers, XXX engagements
"@VolSignals @David6179188752 VIX Is likely to be very contained as the curve flattens while VXN Accelerates"
X Link 2025-12-07T16:09Z 19.7K followers, XXX engagements
"The credit union statement is just not realistic for the vast majority of people. When you must move and you cannot afford it you can choose rental or an arm. Youll choose the arm particularly as we have an eighth XX basis point rate cut in March or April and people start to feel more comfortable and if you dont think so I will refer you to the series of residential people who I had highlighted this too and they called the broker. The broker had the same comment as you and then they told me they got a week later a callback from the broker he said the business is off the roof when he highlight"
X Link 2025-12-08T20:46Z 19.7K followers, XXX engagements
"This is a signal of Wall Street to Main Street. this is going to cause educational deflation. Its gonna cause bureaucracy deflation. The amount of bureaucracy to student at universities has exploded versus education to the student population ratio"
X Link 2025-11-28T15:46Z 19.7K followers, 15.7K engagements
"@mortgagetruth @jhoopstyscoop The psychology of eight recent unidirectional XX basis points rate cuts. Will psychologically set someone up for an arm after a XXX base point rate hike cycle in recent memories"
X Link 2025-12-08T21:14Z 19.7K followers, XX engagements
"Refinancing and purchase destroy M2 just as early stage policy easing supports M2 Mid cycle easing doesnt produce significant M2 Later stage destroys M2. Bitcoin is an excellent sentimental of deflation. Bitcoin is a diva that demands copious volumes of liquidity to thrive. That liquidity was diverted by Powell away from housing. Housing is coming back with a vengeance. Main Street is going to be very happy"
X Link 2025-11-27T12:12Z 19.6K followers, 2210 engagements
"@Frugal_Saver For years"
X Link 2025-11-29T14:09Z 19.6K followers, XXX engagements
"The reservoirs of deflation residing in cyclical innovation equity and volatility have an exponential deflate wave function. Policy interference has throttled down the pace of exponential disinflation through deflation. The most rudimentary partial differential equation with respect to policy interference since the LTCM implosion with its volcanically exponential deleveraging and capital annihilation that produced a $XXXX billion bailout. The moral hazard created by that bailout created the hungry ocean of M2 we have today"
X Link 2025-11-29T16:46Z 19.6K followers, XXX engagements
"@leadlagreport This is hysteria on steroids. Is a choice. The system will smother rates. The decision to manufacture inflation to help the Zaibatsus is going to result in deflation on steroids again. The 40Y at XXX bp was the time to be negative in rates not at 92X; 377bp"
X Link 2025-12-04T12:33Z 19.7K followers, 6812 engagements
"@FibonacciInves1 Activity is at a 2Y high at current rates. Lower rates from here stimulate"
X Link 2025-12-06T03:12Z 19.6K followers, XXX engagements
"Youre one of XXX people I follow now because I heard you on a space being so incredibly rational its so amazing to hear someone whos allowing themselves to look at two sides of a trade someone who like Matt Damon and the Bourne identity knows the exits as their entering. I wanted to amplify the excellent nature of your comment and when prompted I posted the space three times and the individual decided to remove me from listening beyond not allowing me to speak and making comments that I cant get any followers. My my last space at 2000 business so anytime you want you can join me as a cohost"
X Link 2025-12-07T04:22Z 19.7K followers, XXX engagements
"This is part of the leverage in the system. Long OEX short SPX Long NDX short SPX Long NDX short OEX. Thats unwinding. This local stability of this position has been sustained by excessively easing monetary policy and $ suppression. Thats only effective above X% FFR. Below X% or sooner X year fixed and 1Y resetable adjustable mortgage rates will be in the XXX% percent to XXXX% range. This will drive up the ratio of fixed to ARM mortgages to a level that will flatten the yield curve globally and provide dollar support from the initiation of more aggressive easing policies internationally"
X Link 2025-12-08T07:46Z 19.7K followers, XXX engagements
"@m3_melody This is backward looking"
X Link 2025-12-09T00:01Z 19.7K followers, XXX engagements
"@InvertedMikey @m3_melody Melody would never join my spaces"
X Link 2025-12-09T00:02Z 19.7K followers, XX engagements
"I cant think of a better opportunity of Main Street getting revenge the reverse K where mortgage rates collapse and housing prices rise and this AI deflation will stop blocking Main Street. Other people are just all negative. I dont know about this woman. I just think that it would be interesting to have a discussion with her but I guarantee you the likelihood of that is less than 5%. It would be great if she would be open to it but a lot of people dont want to have other people contradict them and maybe challenge their authority in the minds of their followers. I love how people challenge me"
X Link 2025-12-09T01:02Z 19.7K followers, XX engagements