[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.] #  @rcwhalen Richard Christopher Whalen Richard Christopher Whalen posts on X about $cma, $fitb, stocks, $apo the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::27212395/interactions)  - X Week XXXXXX +41% - X Month XXXXXXX +0.12% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::27212395/posts_active)  - X Week XX +18% - X Month XXX -X% - X Months XXX +2.10% - X Year XXXXX +4.30% ### Followers: XXXXXX [#](/creator/twitter::27212395/followers)  - X Week XXXXXX +0.16% - X Month XXXXXX +0.04% - X Months XXXXXX +2.80% - X Year XXXXXX +6.50% ### CreatorRank: XXXXXXX [#](/creator/twitter::27212395/influencer_rank)  ### Social Influence [#](/creator/twitter::27212395/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) X% [automotive brands](/list/automotive-brands) XXX% **Social topic influence** [$cma](/topic/$cma) #2, [$fitb](/topic/$fitb) #6, [stocks](/topic/stocks) #2799, [$apo](/topic/$apo) #6, [mbs](/topic/mbs) #29, [fed](/topic/fed) #451, [$pnc](/topic/$pnc) #23, [$nly](/topic/$nly) #1, [#crypto](/topic/#crypto) #2148, [bitcoin](/topic/bitcoin) #5267 **Top accounts mentioned or mentioned by** [@potus](/creator/undefined) [@pulte](/creator/undefined) [@federalreserve](/creator/undefined) [@secscottbessent](/creator/undefined) [@markets](/creator/undefined) [@yahoofinance](/creator/undefined) [@fdicgov](/creator/undefined) [@fhfa](/creator/undefined) [@jimcramer](/creator/undefined) [@ustreasury](/creator/undefined) [@londonsw](/creator/undefined) [@georgeselgin](/creator/undefined) [@jorgeponce18300](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@stimpyz1](/creator/undefined) [@ft](/creator/undefined) [@natmortgagenews](/creator/undefined) [@jeffcoxcnbccom](/creator/undefined) [@julialaroche](/creator/undefined) [@nicolaythom](/creator/undefined) **Top assets mentioned** [Comerica, Inc. (CMA)](/topic/$cma) [Fifth Third Bancorp (FITB)](/topic/$fitb) [Apollo Global Management, Inc. (APO)](/topic/$apo) [PNC Financial Services Group Inc (PNC)](/topic/$pnc) [Annaly Capital Management, Inc. (NLY)](/topic/$nly) [Bitcoin (BTC)](/topic/bitcoin) [PennyMac Financial Services, Inc. Common Stock (PFSI)](/topic/$pfsi) [MGM Resorts International (MGM)](/topic/$mgm) [Bank of Montreal (BMO)](/topic/$bmo) [American Express Company (AXP)](/topic/$axp) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Bank OZK (OZK)](/topic/$ozk) [Ares Protocol (ARES)](/topic/$ares) [Brookfield Corporation (BN)](/topic/$bn) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Walrus (WAL)](/topic/$wal) [Zions Bancorporation, NA. (ZION)](/topic/$zion) [Jefferies Financial Group Inc. (JEF)](/topic/$jef) ### Top Social Posts [#](/creator/twitter::27212395/posts) --- Top posts by engagements in the last XX hours "The average 30-year fixed mortgage rate would need to be XXXX% to make the median-priced U.S. home affordable for the median-income household estimates Zillow. via @NewsLambert Wait for it. 2028 home price reset" [X Link](https://x.com/rcwhalen/status/1978442566543511652) [@rcwhalen](/creator/x/rcwhalen) 2025-10-15T12:47Z 43.8K followers, 2031 engagements "$MGM drops out of the casino race Good move" [X Link](https://x.com/rcwhalen/status/1978442949332549913) [@rcwhalen](/creator/x/rcwhalen) 2025-10-15T12:48Z 43.8K followers, 2101 engagements "Powell acknowledged that the central bank may have kept purchasing mortgage-backed securities (MBS) for too longbut hes also unsure how much it actually contributed to the Pandemic Housing Boom. via @NewsLambert" [X Link](https://x.com/rcwhalen/status/1978796156026229102) [@rcwhalen](/creator/x/rcwhalen) 2025-10-16T12:12Z 43.8K followers, 2530 engagements "Experian to offer VantageScore XXX for free; some MBS could feel shutdown impacts Like we said. @Experian" [X Link](https://x.com/rcwhalen/status/1979135465522340264) [@rcwhalen](/creator/x/rcwhalen) 2025-10-17T10:40Z 43.8K followers, 2835 engagements "Trading Points: Banks Stocks #Gold and #Crypto Assets Diverge" [X Link](https://x.com/rcwhalen/status/1979216335805517838) [@rcwhalen](/creator/x/rcwhalen) 2025-10-17T16:02Z 43.8K followers, 2983 engagements "#Bitcoin Extends Slide as $XXX Billion Erased Since #Crypto Crash Like we said. Turns out crypto is not electronic gold but a derivative of global equity markets. And Q4 is going to be ever more fun as banks puke out surprises. @PeterSchiff @zerohedge @DailyReckoning @jamesrickards" [X Link](https://x.com/rcwhalen/status/1979201229482754514) [@rcwhalen](/creator/x/rcwhalen) 2025-10-17T15:01Z 43.8K followers, 3303 engagements "Feds seize $XX billion in crypto from pig butchering scheme involving forced labor camps @KaraScannell @CNN" [X Link](https://x.com/rcwhalen/status/1979524637257081258) [@rcwhalen](/creator/x/rcwhalen) 2025-10-18T12:27Z 43.8K followers, 2261 engagements "Plus Tempo raises a whopping $500M" [X Link](https://x.com/rcwhalen/status/1979588430242709773) [@rcwhalen](/creator/x/rcwhalen) 2025-10-18T16:40Z 43.8K followers, 2042 engagements "Such a funny dance: Why does $APO buy tired media assets @CharlesGaspari8 . Like we said: Michael Whalen: Will Streaming Kill Big Media" [X Link](https://x.com/rcwhalen/status/1977815418288189654) [@rcwhalen](/creator/x/rcwhalen) 2025-10-13T19:15Z 43.7K followers, 2556 engagements "Hey @CGasparino doesn't $APO own @YahooFinance also Portfolio is growing" [X Link](https://x.com/rcwhalen/status/1977819586809758004) [@rcwhalen](/creator/x/rcwhalen) 2025-10-13T19:31Z 43.7K followers, 2495 engagements "@wesbury And fed funds market is about to collapse thanks to "ample reserves" policy going back to Bernanke. @tomkeene" [X Link](https://x.com/rcwhalen/status/1978443178458984715) [@rcwhalen](/creator/x/rcwhalen) 2025-10-15T12:49Z 43.7K followers, 2940 engagements "Profile: Comerica Inc. $CMA" [X Link](https://x.com/rcwhalen/status/1674054056673783810) [@rcwhalen](/creator/x/rcwhalen) 2023-06-28T13:56Z 43.8K followers, 3060 engagements "$PNC + FirstBank = Shareholder Value Nope @YahooFinance 🤮🤢😝 @BankRegData" [X Link](https://x.com/rcwhalen/status/1966189570191736908) [@rcwhalen](/creator/x/rcwhalen) 2025-09-11T17:18Z 43.8K followers, 2539 engagements "The Rapid Growth in #NDFI Loans Starting to Bite U.S. Banks Q3 should be quite amusing. We just posted a note on $PNC and many caveats there as well. @FDIC" [X Link](https://x.com/rcwhalen/status/1966219685596454914) [@rcwhalen](/creator/x/rcwhalen) 2025-09-11T19:17Z 43.8K followers, 2715 engagements "$PNC + #FirstBank = Shareholder Value ICYMI Sadly no value creation here" [X Link](https://x.com/rcwhalen/status/1966515369914364080) [@rcwhalen](/creator/x/rcwhalen) 2025-09-12T14:52Z 43.8K followers, 1945 engagements "$APO is set to use a rare structure to raise $XX billion from insurers people with knowledge of the matter said in the latest illustration of the increasing ties between private capital and annuity providers" [X Link](https://x.com/rcwhalen/status/1971185700721807853) [@rcwhalen](/creator/x/rcwhalen) 2025-09-25T12:11Z 43.7K followers, 2237 engagements "#NDFI Lending FAQs Good stuff Adam. It's exposure at default (#EAD) on this crapola worries me. Regulators in full retreat on bank credit quality because it is so dreadful. $BMO And we will lower capital requirements too @KarenPetrou Purple line is unused contracted credit backing exposures Adam outlines. 🥳🤡🤮 @FDICgov" [X Link](https://x.com/rcwhalen/status/1973151649683197954) [@rcwhalen](/creator/x/rcwhalen) 2025-09-30T22:23Z 43.8K followers, 2412 engagements "#NomDePlumber: "Good news: Your private equity asset manager reported excellent profits beating out public-asset benchmarks and perhaps warranting performance-incentive fees. Not-So-Good News: Your asset manager cannot sell those assets at their reported valuations and you cannot get back your money (minus those fees of course)."" [X Link](https://x.com/rcwhalen/status/1975177377694040521) [@rcwhalen](/creator/x/rcwhalen) 2025-10-06T12:32Z 43.8K followers, 3684 engagements "SO $FITB + $CMA a tad above book The former puts the latter out of our misery. A gift for CMA holders. XX banks merged in Q2. @YahooFinance" [X Link](https://x.com/rcwhalen/status/1975235661541056619) [@rcwhalen](/creator/x/rcwhalen) 2025-10-06T16:24Z 43.7K followers, 1992 engagements "Annaly Capital partners with Pennymac in strategic #MSR deal $NLY $PFSI" [X Link](https://x.com/rcwhalen/status/1975685982533132518) [@rcwhalen](/creator/x/rcwhalen) 2025-10-07T22:13Z 43.8K followers, 2235 engagements "Does Fifth-Third + Comerica = Value $FITB $CMA" [X Link](https://x.com/rcwhalen/status/1976003533670391881) [@rcwhalen](/creator/x/rcwhalen) 2025-10-08T19:15Z 43.8K followers, 2008 engagements "If you stare at the $CMA financials for a few minutes pretty obvious this bank is running off. No effort to trim expenses since '23. How did $FITB get to "yes" must ask. . @KarenPetrou" [X Link](https://x.com/rcwhalen/status/1976009744939950154) [@rcwhalen](/creator/x/rcwhalen) 2025-10-08T19:40Z 43.8K followers, 2012 engagements "Does Fifth-Third + Comerica = Value ICYMI Really bad deal for $FITB shareholders. Start screaming folks. $CMA is a dead man walking. @SaraEisen @jimcramer @federalreserve #FFIEC @FDICgov" [X Link](https://x.com/rcwhalen/status/1976272242842710508) [@rcwhalen](/creator/x/rcwhalen) 2025-10-09T13:03Z 43.7K followers, 1859 engagements "He be a dead man walking. $FITB $CMA" [X Link](https://x.com/rcwhalen/status/1976295322025590996) [@rcwhalen](/creator/x/rcwhalen) 2025-10-09T14:34Z 43.7K followers, 2448 engagements "Trump Call for Fannie Freddie to Spur Building Is Mystery @YahooFinance Home builders have already dug a BIG hole with loan buydowns. Does @pulte know or care P(d) of these subsidized loans will be much higher. @Lennar @PulteHomes @KatyODonnell_" [X Link](https://x.com/rcwhalen/status/1976297595354984524) [@rcwhalen](/creator/x/rcwhalen) 2025-10-09T14:43Z 43.8K followers, 2263 engagements "@JG_Nuke Correct. I cannot figure out why $FITB would do this deal. The "core deposits" of $CMA are not worth paying a XX% premium to tangible book. Book plus a big kiss makes sense maybe. But the failure of CMA to cut overhead since 2023 is scary. FITB will need a chainsaw. 🪚🪚🪚" [X Link](https://x.com/rcwhalen/status/1976299421353598997) [@rcwhalen](/creator/x/rcwhalen) 2025-10-09T14:51Z 43.8K followers, XXX engagements "Looking forward to speaking with @juleshyman on @YahooFinance 10:15 ET this AM. So many things to talk about. US stocks are near ATHs but down in terms of #gold. And $FITB + $CMA. Call it what it is: A rescue by the folks in Cincinnati" [X Link](https://x.com/rcwhalen/status/1976612173943275908) [@rcwhalen](/creator/x/rcwhalen) 2025-10-10T11:34Z 43.7K followers, 2017 engagements "Reader Bill: "To be honest I've not looked at $CMA in a while. The Ford history lesson in the article was cool so I just bought your book. Looking forward to reading it."" [X Link](https://x.com/rcwhalen/status/1977817720080203876) [@rcwhalen](/creator/x/rcwhalen) 2025-10-13T19:24Z 43.8K followers, 2612 engagements "Getting pumped for discussion with @bsurveillance and @tomkeene at the top of the hour. Fed banks housing and maybe a little #Inflated @DavidKotokGIC" [X Link](https://x.com/rcwhalen/status/1978443526590324785) [@rcwhalen](/creator/x/rcwhalen) 2025-10-15T12:51Z 43.8K followers, 2678 engagements "@ZManSFl @real_bill_gross Always. The markets are already tell us what we need to know about large cap banks. @Citi is the only top X bank by assets in our top ten market performers in Q3. Look at the rest of the group. And of course $CMA at the top due to $FITB purchase" [X Link](https://x.com/rcwhalen/status/1979503132955607375) [@rcwhalen](/creator/x/rcwhalen) 2025-10-18T11:01Z 43.8K followers, XX engagements "Oh and for the record we sold our bank stocks before Jackson hole and leaned heavy into gold. Did very well on the April-August trade in $AXP and $SCHW. Now just bank preferred and our favorite REIT $NLY in terms of financials" [X Link](https://x.com/rcwhalen/status/1979508566240149696) [@rcwhalen](/creator/x/rcwhalen) 2025-10-18T11:23Z 43.8K followers, 2526 engagements "It's 1925 all over again. "The Florida real estate market peaked in 1925 before collapsing in 1926. The boom which was characterized by over-speculation and easy credit ended with a sudden halt in new customers and a rush of existing investors trying to sell their properties."" [X Link](https://x.com/rcwhalen/status/1979509456359551317) [@rcwhalen](/creator/x/rcwhalen) 2025-10-18T11:26Z 43.8K followers, 1143 engagements "@milesdeutscher Naw long gold and short $BTC is the trade. After past two weeks bitcoin is clearly correlated to stocks and fear. @ThinkingUSD @CNBC @bsurveillance @YahooFinance" [X Link](https://x.com/rcwhalen/status/1979511311860994292) [@rcwhalen](/creator/x/rcwhalen) 2025-10-18T11:34Z 43.8K followers, XXX engagements "It's cold in the Hudson Valley this AM. The doggies are sleeping in but the roses are still OK" [X Link](https://x.com/rcwhalen/status/1979512475168178568) [@rcwhalen](/creator/x/rcwhalen) 2025-10-18T11:38Z 43.8K followers, 2280 engagements "@StevenYamada1 Yep. But most of the $BTC gains were a decade ago" [X Link](https://x.com/rcwhalen/status/1979513613627867474) [@rcwhalen](/creator/x/rcwhalen) 2025-10-18T11:43Z 43.8K followers, XXX engagements "Sterling Bay faces default on empty Lincoln Yards biotech building Ugh. I still cannot believe that George went into this deal in the first place. $OZK @MorningAnswer" [X Link](https://x.com/rcwhalen/status/1979523421093384202) [@rcwhalen](/creator/x/rcwhalen) 2025-10-18T12:22Z 43.8K followers, 2524 engagements "Obama's $X Billion Presidential Library Looks Like A Tower Of Doom So true. Damage to the US by #Obama is incalculable" [X Link](https://x.com/rcwhalen/status/1979535821863583924) [@rcwhalen](/creator/x/rcwhalen) 2025-10-18T13:11Z 43.8K followers, 2758 engagements "@SriKGlobal @federalreserve How do you feel about Bill Nelson's prediction for @bankpolicy that the fed funds market is about to collapse Senate ought to ask Miki Bowman about that next week. When Powell finally admitted buying MBS was a mistake had to laugh" [X Link](https://x.com/rcwhalen/status/1979537814036398117) [@rcwhalen](/creator/x/rcwhalen) 2025-10-18T13:19Z 43.8K followers, XXX engagements "Big threat facing @POTUS in next year or so is the collapse the the Bernanke/Yellen/Powell experiment in #QE. While "reserves" don't directly flow into stocks impact of asset purchases on all markets is profound" [X Link](https://x.com/rcwhalen/status/1979543637399588887) [@rcwhalen](/creator/x/rcwhalen) 2025-10-18T13:42Z 43.8K followers, 2760 engagements "Bad loans reported by Zions and Western Alliance this week can be traced back to the bankruptcy of a commercial real estate investment firm in Southern California earlier this year #yizhuWang" [X Link](https://x.com/rcwhalen/status/1979598865239306532) [@rcwhalen](/creator/x/rcwhalen) 2025-10-18T17:22Z 43.8K followers, 2571 engagements "Big reader on @pulte attack: "All PR is good even when not flattering. It means you are worth considering. Good for you. Not a bad idea to ignore him."" [X Link](https://x.com/rcwhalen/status/1979615872508670254) [@rcwhalen](/creator/x/rcwhalen) 2025-10-18T18:29Z 43.8K followers, 2236 engagements "@ShaneMa01033790 @ZManSFl @real_bill_gross Nope. Private credit is in the nonbanks as well in fact primarily. $APO $ARES $BN $BAM etc" [X Link](https://x.com/rcwhalen/status/1979668729920385513) [@rcwhalen](/creator/x/rcwhalen) 2025-10-18T21:59Z 43.8K followers, XXX engagements "LA landlord Gerald Marcil among investors accused of bait-and-switching banks $WAL $ZION" [X Link](https://x.com/rcwhalen/status/1979669000213922024) [@rcwhalen](/creator/x/rcwhalen) 2025-10-18T22:00Z 43.8K followers, 2453 engagements "Jefferies was defrauded by First Brands says chief executive via @ft Really Due diligence $JEF may not survive this. And" [X Link](https://x.com/rcwhalen/status/1979680817187348904) [@rcwhalen](/creator/x/rcwhalen) 2025-10-18T22:47Z 43.8K followers, 4071 engagements
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@rcwhalen Richard Christopher Whalen
Richard Christopher Whalen posts on X about $cma, $fitb, stocks, $apo the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX +41%
- X Month XXXXXXX +0.12%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX +18%
- X Month XXX -X%
- X Months XXX +2.10%
- X Year XXXXX +4.30%
Followers: XXXXXX #
- X Week XXXXXX +0.16%
- X Month XXXXXX +0.04%
- X Months XXXXXX +2.80%
- X Year XXXXXX +6.50%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXX% finance XXXX% cryptocurrencies X% automotive brands XXX%
Social topic influence $cma #2, $fitb #6, stocks #2799, $apo #6, mbs #29, fed #451, $pnc #23, $nly #1, #crypto #2148, bitcoin #5267
Top accounts mentioned or mentioned by @potus @pulte @federalreserve @secscottbessent @markets @yahoofinance @fdicgov @fhfa @jimcramer @ustreasury @londonsw @georgeselgin @jorgeponce18300 @realdonaldtrump @stimpyz1 @ft @natmortgagenews @jeffcoxcnbccom @julialaroche @nicolaythom
Top assets mentioned Comerica, Inc. (CMA) Fifth Third Bancorp (FITB) Apollo Global Management, Inc. (APO) PNC Financial Services Group Inc (PNC) Annaly Capital Management, Inc. (NLY) Bitcoin (BTC) PennyMac Financial Services, Inc. Common Stock (PFSI) MGM Resorts International (MGM) Bank of Montreal (BMO) American Express Company (AXP) Charles Schwab Corporation (SCHW) Bank OZK (OZK) Ares Protocol (ARES) Brookfield Corporation (BN) Brookfield Asset Management Inc (BAM) Walrus (WAL) Zions Bancorporation, NA. (ZION) Jefferies Financial Group Inc. (JEF)
Top Social Posts #
Top posts by engagements in the last XX hours
"The average 30-year fixed mortgage rate would need to be XXXX% to make the median-priced U.S. home affordable for the median-income household estimates Zillow. via @NewsLambert Wait for it. 2028 home price reset"
X Link @rcwhalen 2025-10-15T12:47Z 43.8K followers, 2031 engagements
"$MGM drops out of the casino race Good move"
X Link @rcwhalen 2025-10-15T12:48Z 43.8K followers, 2101 engagements
"Powell acknowledged that the central bank may have kept purchasing mortgage-backed securities (MBS) for too longbut hes also unsure how much it actually contributed to the Pandemic Housing Boom. via @NewsLambert"
X Link @rcwhalen 2025-10-16T12:12Z 43.8K followers, 2530 engagements
"Experian to offer VantageScore XXX for free; some MBS could feel shutdown impacts Like we said. @Experian"
X Link @rcwhalen 2025-10-17T10:40Z 43.8K followers, 2835 engagements
"Trading Points: Banks Stocks #Gold and #Crypto Assets Diverge"
X Link @rcwhalen 2025-10-17T16:02Z 43.8K followers, 2983 engagements
"#Bitcoin Extends Slide as $XXX Billion Erased Since #Crypto Crash Like we said. Turns out crypto is not electronic gold but a derivative of global equity markets. And Q4 is going to be ever more fun as banks puke out surprises. @PeterSchiff @zerohedge @DailyReckoning @jamesrickards"
X Link @rcwhalen 2025-10-17T15:01Z 43.8K followers, 3303 engagements
"Feds seize $XX billion in crypto from pig butchering scheme involving forced labor camps @KaraScannell @CNN"
X Link @rcwhalen 2025-10-18T12:27Z 43.8K followers, 2261 engagements
"Plus Tempo raises a whopping $500M"
X Link @rcwhalen 2025-10-18T16:40Z 43.8K followers, 2042 engagements
"Such a funny dance: Why does $APO buy tired media assets @CharlesGaspari8 . Like we said: Michael Whalen: Will Streaming Kill Big Media"
X Link @rcwhalen 2025-10-13T19:15Z 43.7K followers, 2556 engagements
"Hey @CGasparino doesn't $APO own @YahooFinance also Portfolio is growing"
X Link @rcwhalen 2025-10-13T19:31Z 43.7K followers, 2495 engagements
"@wesbury And fed funds market is about to collapse thanks to "ample reserves" policy going back to Bernanke. @tomkeene"
X Link @rcwhalen 2025-10-15T12:49Z 43.7K followers, 2940 engagements
"Profile: Comerica Inc. $CMA"
X Link @rcwhalen 2023-06-28T13:56Z 43.8K followers, 3060 engagements
"$PNC + FirstBank = Shareholder Value Nope @YahooFinance 🤮🤢😝 @BankRegData"
X Link @rcwhalen 2025-09-11T17:18Z 43.8K followers, 2539 engagements
"The Rapid Growth in #NDFI Loans Starting to Bite U.S. Banks Q3 should be quite amusing. We just posted a note on $PNC and many caveats there as well. @FDIC"
X Link @rcwhalen 2025-09-11T19:17Z 43.8K followers, 2715 engagements
"$PNC + #FirstBank = Shareholder Value ICYMI Sadly no value creation here"
X Link @rcwhalen 2025-09-12T14:52Z 43.8K followers, 1945 engagements
"$APO is set to use a rare structure to raise $XX billion from insurers people with knowledge of the matter said in the latest illustration of the increasing ties between private capital and annuity providers"
X Link @rcwhalen 2025-09-25T12:11Z 43.7K followers, 2237 engagements
"#NDFI Lending FAQs Good stuff Adam. It's exposure at default (#EAD) on this crapola worries me. Regulators in full retreat on bank credit quality because it is so dreadful. $BMO And we will lower capital requirements too @KarenPetrou Purple line is unused contracted credit backing exposures Adam outlines. 🥳🤡🤮 @FDICgov"
X Link @rcwhalen 2025-09-30T22:23Z 43.8K followers, 2412 engagements
"#NomDePlumber: "Good news: Your private equity asset manager reported excellent profits beating out public-asset benchmarks and perhaps warranting performance-incentive fees. Not-So-Good News: Your asset manager cannot sell those assets at their reported valuations and you cannot get back your money (minus those fees of course).""
X Link @rcwhalen 2025-10-06T12:32Z 43.8K followers, 3684 engagements
"SO $FITB + $CMA a tad above book The former puts the latter out of our misery. A gift for CMA holders. XX banks merged in Q2. @YahooFinance"
X Link @rcwhalen 2025-10-06T16:24Z 43.7K followers, 1992 engagements
"Annaly Capital partners with Pennymac in strategic #MSR deal $NLY $PFSI"
X Link @rcwhalen 2025-10-07T22:13Z 43.8K followers, 2235 engagements
"Does Fifth-Third + Comerica = Value $FITB $CMA"
X Link @rcwhalen 2025-10-08T19:15Z 43.8K followers, 2008 engagements
"If you stare at the $CMA financials for a few minutes pretty obvious this bank is running off. No effort to trim expenses since '23. How did $FITB get to "yes" must ask. . @KarenPetrou"
X Link @rcwhalen 2025-10-08T19:40Z 43.8K followers, 2012 engagements
"Does Fifth-Third + Comerica = Value ICYMI Really bad deal for $FITB shareholders. Start screaming folks. $CMA is a dead man walking. @SaraEisen @jimcramer @federalreserve #FFIEC @FDICgov"
X Link @rcwhalen 2025-10-09T13:03Z 43.7K followers, 1859 engagements
"He be a dead man walking. $FITB $CMA"
X Link @rcwhalen 2025-10-09T14:34Z 43.7K followers, 2448 engagements
"Trump Call for Fannie Freddie to Spur Building Is Mystery @YahooFinance Home builders have already dug a BIG hole with loan buydowns. Does @pulte know or care P(d) of these subsidized loans will be much higher. @Lennar @PulteHomes @KatyODonnell_"
X Link @rcwhalen 2025-10-09T14:43Z 43.8K followers, 2263 engagements
"@JG_Nuke Correct. I cannot figure out why $FITB would do this deal. The "core deposits" of $CMA are not worth paying a XX% premium to tangible book. Book plus a big kiss makes sense maybe. But the failure of CMA to cut overhead since 2023 is scary. FITB will need a chainsaw. 🪚🪚🪚"
X Link @rcwhalen 2025-10-09T14:51Z 43.8K followers, XXX engagements
"Looking forward to speaking with @juleshyman on @YahooFinance 10:15 ET this AM. So many things to talk about. US stocks are near ATHs but down in terms of #gold. And $FITB + $CMA. Call it what it is: A rescue by the folks in Cincinnati"
X Link @rcwhalen 2025-10-10T11:34Z 43.7K followers, 2017 engagements
"Reader Bill: "To be honest I've not looked at $CMA in a while. The Ford history lesson in the article was cool so I just bought your book. Looking forward to reading it.""
X Link @rcwhalen 2025-10-13T19:24Z 43.8K followers, 2612 engagements
"Getting pumped for discussion with @bsurveillance and @tomkeene at the top of the hour. Fed banks housing and maybe a little #Inflated @DavidKotokGIC"
X Link @rcwhalen 2025-10-15T12:51Z 43.8K followers, 2678 engagements
"@ZManSFl @real_bill_gross Always. The markets are already tell us what we need to know about large cap banks. @Citi is the only top X bank by assets in our top ten market performers in Q3. Look at the rest of the group. And of course $CMA at the top due to $FITB purchase"
X Link @rcwhalen 2025-10-18T11:01Z 43.8K followers, XX engagements
"Oh and for the record we sold our bank stocks before Jackson hole and leaned heavy into gold. Did very well on the April-August trade in $AXP and $SCHW. Now just bank preferred and our favorite REIT $NLY in terms of financials"
X Link @rcwhalen 2025-10-18T11:23Z 43.8K followers, 2526 engagements
"It's 1925 all over again. "The Florida real estate market peaked in 1925 before collapsing in 1926. The boom which was characterized by over-speculation and easy credit ended with a sudden halt in new customers and a rush of existing investors trying to sell their properties.""
X Link @rcwhalen 2025-10-18T11:26Z 43.8K followers, 1143 engagements
"@milesdeutscher Naw long gold and short $BTC is the trade. After past two weeks bitcoin is clearly correlated to stocks and fear. @ThinkingUSD @CNBC @bsurveillance @YahooFinance"
X Link @rcwhalen 2025-10-18T11:34Z 43.8K followers, XXX engagements
"It's cold in the Hudson Valley this AM. The doggies are sleeping in but the roses are still OK"
X Link @rcwhalen 2025-10-18T11:38Z 43.8K followers, 2280 engagements
"@StevenYamada1 Yep. But most of the $BTC gains were a decade ago"
X Link @rcwhalen 2025-10-18T11:43Z 43.8K followers, XXX engagements
"Sterling Bay faces default on empty Lincoln Yards biotech building Ugh. I still cannot believe that George went into this deal in the first place. $OZK @MorningAnswer"
X Link @rcwhalen 2025-10-18T12:22Z 43.8K followers, 2524 engagements
"Obama's $X Billion Presidential Library Looks Like A Tower Of Doom So true. Damage to the US by #Obama is incalculable"
X Link @rcwhalen 2025-10-18T13:11Z 43.8K followers, 2758 engagements
"@SriKGlobal @federalreserve How do you feel about Bill Nelson's prediction for @bankpolicy that the fed funds market is about to collapse Senate ought to ask Miki Bowman about that next week. When Powell finally admitted buying MBS was a mistake had to laugh"
X Link @rcwhalen 2025-10-18T13:19Z 43.8K followers, XXX engagements
"Big threat facing @POTUS in next year or so is the collapse the the Bernanke/Yellen/Powell experiment in #QE. While "reserves" don't directly flow into stocks impact of asset purchases on all markets is profound"
X Link @rcwhalen 2025-10-18T13:42Z 43.8K followers, 2760 engagements
"Bad loans reported by Zions and Western Alliance this week can be traced back to the bankruptcy of a commercial real estate investment firm in Southern California earlier this year #yizhuWang"
X Link @rcwhalen 2025-10-18T17:22Z 43.8K followers, 2571 engagements
"Big reader on @pulte attack: "All PR is good even when not flattering. It means you are worth considering. Good for you. Not a bad idea to ignore him.""
X Link @rcwhalen 2025-10-18T18:29Z 43.8K followers, 2236 engagements
"@ShaneMa01033790 @ZManSFl @real_bill_gross Nope. Private credit is in the nonbanks as well in fact primarily. $APO $ARES $BN $BAM etc"
X Link @rcwhalen 2025-10-18T21:59Z 43.8K followers, XXX engagements
"LA landlord Gerald Marcil among investors accused of bait-and-switching banks $WAL $ZION"
X Link @rcwhalen 2025-10-18T22:00Z 43.8K followers, 2453 engagements
"Jefferies was defrauded by First Brands says chief executive via @ft Really Due diligence $JEF may not survive this. And"
X Link @rcwhalen 2025-10-18T22:47Z 43.8K followers, 4071 engagements