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# ![@yieldsearcher Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::48034640.png) @yieldsearcher Mr. VIX

Mr. VIX posts on X about china, inflation, fed, deflation the most. They currently have XXXXXX followers and 1570 posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::48034640/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::48034640/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +129%
- X Months XXXXXXXXX +314%
- X Year XXXXXXXXX +5,520%

### Mentions: XX [#](/creator/twitter::48034640/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::48034640/c:line/m:posts_active.svg)

- X Week XXX -XXXX%
- X Month XXX +92%
- X Months XXXXX +70%
- X Year XXXXX +452%

### Followers: XXXXXX [#](/creator/twitter::48034640/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::48034640/c:line/m:followers.svg)

- X Week XXXXXX +2.90%
- X Month XXXXXX +22%
- X Months XXXXXX +97%
- X Year XXXXXX +1,280%

### CreatorRank: XXXXXXX [#](/creator/twitter::48034640/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::48034640/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::48034640/influence)
---

**Social category influence**
[finance](/list/finance)  #3687 [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [stocks](/list/stocks)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [technology brands](/list/technology-brands)  XXXX% [gaming](/list/gaming)  XXXX%

**Social topic influence**
[china](/topic/china) 0.64%, [inflation](/topic/inflation) #1430, [fed](/topic/fed) #772, [deflation](/topic/deflation) #69, [debt](/topic/debt) 0.25%, [stocks](/topic/stocks) #2368, [japan](/topic/japan) 0.25%, [fomc](/topic/fomc) #138, [banking](/topic/banking) #1337, [save the](/topic/save-the) XXXX%

**Top accounts mentioned or mentioned by**
[@ajacksonhole](/creator/undefined) [@thefoolishpig](/creator/undefined) [@tradfidiguy](/creator/undefined) [@bigmoonkr](/creator/undefined) [@planetbrady](/creator/undefined) [@jz281c](/creator/undefined) [@alimasubway](/creator/undefined) [@realjohngaltfla](/creator/undefined) [@zanjacquref](/creator/undefined) [@fenrirfunds](/creator/undefined) [@gjkingkong](/creator/undefined) [@stockmomo](/creator/undefined) [@mauiboymacro](/creator/undefined) [@lordpos3idon](/creator/undefined) [@pivotclearr](/creator/undefined) [@grimacemcdonal1](/creator/undefined) [@deflatedkingdom](/creator/undefined) [@gammablast](/creator/undefined) [@monetaryguy589](/creator/undefined) [@cherrygarciafan](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Dollar Tree Inc (DLTR)](/topic/$dltr) [United Airlines Holdings, Inc. (UAL)](/topic/$ual)
### Top Social Posts [#](/creator/twitter::48034640/posts)
---
Top posts by engagements in the last XX hours

"TPTB is not pretending anymore. Global merger between fiscal and monetary policies"  
[X Link](https://x.com/yieldsearcher/status/1976278201648476551) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-09T13:26Z 15K followers, 3482 engagements


"Fascinating read. Again confirming the dollar paradox (you do not get out of the matrix that easy)"  
[X Link](https://x.com/yieldsearcher/status/1978548333334413410) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-15T19:47Z 14.9K followers, 5895 engagements


"@bliss_trekkers Certainly possible. (And here I thought I was being scary 😂)"  
[X Link](https://x.com/yieldsearcher/status/1978876266884497710) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T17:30Z 14.9K followers, XX engagements


"From BBG today: Chinas trade balance with the world ex-US is hitting record highs. It is the deflationary game of musical chairs and the hunger game for the remaining eurodollars which China is soaking up both as a means of wealth accumulation and as strategic leverage"  
[X Link](https://x.com/yieldsearcher/status/1970273516487655636) [@yieldsearcher](/creator/x/yieldsearcher) 2025-09-22T23:46Z 14.9K followers, 2939 engagements


"Were not revaluing gold thats not what I had in mind. - Scott Bessent back in Feb With Donnie and Scottie you gotta read the fine prints. Revaluation is happening; it is just being done in a way that looks free and clear of US fingerprints"  
[X Link](https://x.com/yieldsearcher/status/1972634020719776130) [@yieldsearcher](/creator/x/yieldsearcher) 2025-09-29T12:06Z 14.9K followers, 3191 engagements


"Conceptually speaking: Tariffs are bringing in $30b per month. Annualized thats $360b or roughly XXX% of GDP in taxes/deficit reduction. That is a sizable drag on Main Street growth. Another point: a lower DXY means higher tariff collections which adds to the growth drag. This is also one reason why a weaker dollar is not translating as strongly into inflation and why Trump wants his Mar-a-Lago"  
[X Link](https://x.com/yieldsearcher/status/1973006680494395789) [@yieldsearcher](/creator/x/yieldsearcher) 2025-09-30T12:47Z 14.9K followers, 8665 engagements


"Not something you are supposed to see in a strong consumer environment. As a reminder on a non-seasonally adjusted basis August retail sales was the weakest print since April"  
[X Link](https://x.com/yieldsearcher/status/1975639928110522588) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-07T19:10Z 14.9K followers, 6433 engagements


"In the end you have to save the housing (i.e. bond) market to win the 2026 midterm. Q remains whether they can pull that without sacrificing the equity market"  
[X Link](https://x.com/yieldsearcher/status/1975663015967268924) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-07T20:42Z 14.9K followers, 7759 engagements


"With this context below on what is happening in the auto loan space in mind I want to raise two additional pts: (1) The Manheim Used Car Px Index printed -XXX% mom for September third straight month of =0 print. Higher repo = more used-car supply = higher px pressure. Used cars carry meaningful weight in CPI. (though worth noting the Manheim figure reflects wholesale (PPI) rather than retail px so it may get reflected with a lag.) (2) A X% delinquency rate with 40-50% recovery translates into 2.53.0% net losses. With avg auto loan interest rates at X% that implies a mid-5% net return just as"  
[X Link](https://x.com/yieldsearcher/status/1975680224731013212) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-07T21:50Z 14.9K followers, 8519 engagements


"@TampaTrader21 On ABS/consumer finance market the losses have been outsourced. That is pretty well-documented. What I want to hear from regional banks is on the small business delinquencies. That is where they are exposed not auto loans and credit cards"  
[X Link](https://x.com/yieldsearcher/status/1975708743762575782) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-07T23:44Z 14.9K followers, XX engagements


"Few things get nastier and dirtier than inter-creditor food-fight in a corporate restructuring but did not know it could be this literal"  
[X Link](https://x.com/yieldsearcher/status/1975715963384234308) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-08T00:12Z 14.9K followers, 3179 engagements


"Retail remains flush with cash but banks are starving for it (deposits already working its way thru the system). As more deposits move out into stocks lenders must tap the repo mkt for more liquidity. Hence the paradox: cash-rich (aggregate) households cash-poor banks"  
[X Link](https://x.com/yieldsearcher/status/1976252798451974322) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-09T11:45Z 14.9K followers, 34.7K engagements


"Unlike China and Korea Japan has not undergone a societal upheaval that upended its class structure since 1868. MacArthurs (fateful) decision to keep Emperor Hirohito and many wartime elites in place laid the foundation for the modern triarchy of conglomerates the LDP and a MoF-led bureaucracy. Many in the LDP leadership still trace their lineage back to the elites of that period. Hence the relatively wider disconnect between Japans political elite and its citizens"  
[X Link](https://x.com/yieldsearcher/status/1976305230225576370) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-09T15:14Z 14.9K followers, XX engagements


"What about the NFP So CPI good and NFP bad There is a word for that scenario"  
[X Link](https://x.com/yieldsearcher/status/1976403108852006977) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-09T21:43Z 14.9K followers, 6746 engagements


"Notably no recent updates on Tethers $20b raise. Based on yesterdays events they may want to secure it quickly for what lies ahead. Esp as many (incl. US and China) recognize Tether as a $130b TBill holder can be a systemic weak link capable of disrupting global USD mkts"  
[X Link](https://x.com/yieldsearcher/status/1977194759165763625) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-12T02:08Z 14.9K followers, 3722 engagements


"Since the end of July: - Foreign banks cash assets -$380b - Domestic banks cash assets (large + small) +$20b Demonstrating that offshore dollar liquidity is an even bigger pressure point than domestic repo"  
[X Link](https://x.com/yieldsearcher/status/1977380327208169904) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-12T14:26Z 14.9K followers, 6843 engagements


"What stage 😂"  
[X Link](https://x.com/yieldsearcher/status/1977449219523833925) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-12T19:00Z 14.9K followers, 6310 engagements


"Prob why no one takes profits these days. Cash is trash + you pay taxes (gotta hold these till Jan 1) + what are you going to buy with those sales proceeds"  
[X Link](https://x.com/yieldsearcher/status/1977847879243882773) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-13T21:24Z 14.9K followers, 7650 engagements


"Korean retails broke Citadel 😂"  
[X Link](https://x.com/yieldsearcher/status/1977860310603026554) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-13T22:13Z 14.9K followers, 3627 engagements


"The silver shortage this time is different. The physical shortage we saw in gold earlier this year (and briefly in silver in July) was expressed through a blowout in the EFP (futures trading at a significant premium to spot). The curve moved into steeper contango because the shortage in London was a logistical bottleneck that could be resolved by procuring futures contracts at COMEX (New York) which had ample physical inventories. This time its different because there is simply no physical metal available. Hence the shortage is expressed through backwardation where spot prices shoot above the"  
[X Link](https://x.com/yieldsearcher/status/1977915819381190801) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-14T01:54Z 14.9K followers, 8082 engagements


"Seems like Donnie and Scottie want us to pay taxes next April😅"  
[X Link](https://x.com/yieldsearcher/status/1978061382353371517) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-14T11:32Z 14.9K followers, 3429 engagements


"Not that this was unexpected (reserves running low) but it is still a meaningful shift that the Fed is going to stop selling Treasuries and MBS into the market soon"  
[X Link](https://x.com/yieldsearcher/status/1978138011058450663) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-14T16:37Z 14.9K followers, 14.1K engagements


"A bit of trivia but something worth knowing. The X% inflation target is not as arbitrary as some think. There are many empirical studies suggesting that the long-term acceptable inflation range lies between X% and 3%. The X% upper limit exists because once inflation rises above that level bonds lose their countercyclical hedging capability as they begin to move positively with equities. Such positive correlation undermines the traditional balance of power between the two core asset classes in traditional finance and can bring much instability and distortion in the financial market. On the"  
[X Link](https://x.com/yieldsearcher/status/1978294855580201262) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-15T03:00Z 14.9K followers, 8915 engagements


"A very under-appreciated fact: the US is still the largest owner (equal to #234 combined) of gold reserve bar none * Fort Knox audit notwithstanding"  
[X Link](https://x.com/yieldsearcher/status/1978487518766223747) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-15T15:45Z 14.9K followers, 4540 engagements


"But before singing Kumbaya in Seoul with Xi Donnie and Scottie prob want to scare the living daylight out of the Fed into cutting 75bp on 10/29. I am half joking and half serious"  
[X Link](https://x.com/yieldsearcher/status/1978552477197738115) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-15T20:04Z 14.9K followers, 4135 engagements


"@simplspark Americans and Chinese arguing: my Skynet is better than yours"  
[X Link](https://x.com/yieldsearcher/status/1978669657281192350) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T03:49Z 14.9K followers, XXX engagements


"Trump needs to save the housing mkt well before the 2026 midterm. One cut a meeting is not enough. Slow bleeding economy does not do him any good. Needs shock and awe treatment. Why we are witnessing the weaponization of USD. Rubin XX = boom in XX = Dems midterm victory"  
[X Link](https://x.com/yieldsearcher/status/1978800941978783816) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T12:31Z 14.9K followers, 4846 engagements


"@Tyberious2100 That I agree. Why i initially thought he was going to pull the trigger back in April. But he needed mkt stability to cut tariff deals. Now is the perfext opportunity to use a crisis to get what he wants and blame the dems for negative repercussions"  
[X Link](https://x.com/yieldsearcher/status/1978803560977433067) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T12:41Z 14.9K followers, XX engagements


"@mcsnipeoptcg I think with or without ECB rate actions EU is in the world of pain. Lower dollar screws them on real economy and dollar liquidity (lower dollar = less eurodollar supply). Higher dollar screws their dollar asset positions"  
[X Link](https://x.com/yieldsearcher/status/1978839955070701809) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T15:06Z 14.9K followers, XXX engagements


"@DrBankrupt I think there will be some sort of Universal Basic Income after all this chaos. But havent thought this thru that carefully yet"  
[X Link](https://x.com/yieldsearcher/status/1978863890516615481) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T16:41Z 14.9K followers, XXX engagements


"@Gamma_Blast_ Bessent says you are welcome ;-)"  
[X Link](https://x.com/yieldsearcher/status/1978910438499770820) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T19:46Z 14.9K followers, XXX engagements


"The 2Y is screaming a message if you care to listen. Alongside SOFR SRF KRE HYG IWM gold and cryptos"  
[X Link](https://x.com/yieldsearcher/status/1978859005939163521) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T16:22Z 15K followers, 32K engagements


"Yup. Noted. Obviously very tricky to precisely pinpoint why fx moves in a certain way. But noticing that xccy basis going negative which can potentially be the variable that ties together the lower dxy and a bull flattening curve on a risk off day (foreigners find hedged long bond holdings relatively less attractive)"  
[X Link](https://x.com/yieldsearcher/status/1978908046664651250) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T19:36Z 15K followers, 2092 engagements


"A chart from hell"  
[X Link](https://x.com/yieldsearcher/status/1979732168248357004) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-19T02:11Z 15K followers, 3722 engagements


"What are the odds that Trump backs down after the escalatory step from China which will obv make him look weak The immediate next Trump tweet is not likely to be a market friendly one. Though mkt may be frontrunning that and pricing that in a bit"  
[X Link](https://x.com/yieldsearcher/status/1978097666220236894) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-14T13:56Z 15K followers, 15.6K engagements


"TLT (+8.0%) has now flipped HYG (7.0%) on ytd returns. We are in a new regime"  
[X Link](https://x.com/yieldsearcher/status/1978883661668774226) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T18:00Z 15K followers, 40.8K engagements


"2015 showed that Chinese firms can burn cash far longer than Western competitors forcing prolonged losses. This explains why the administration favors heavy-handed support for domestic industries. There is no free market to begin with"  
[X Link](https://x.com/yieldsearcher/status/1979738502310080749) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-19T02:36Z 15K followers, 5987 engagements


"Who in their normal mind have the nerve and disposition to not take a single penny of profit thru multiple cycles over XX yrs And then all of sudden decides to exit all at once This question is bothering me a little more than it should but is"  
[X Link](https://x.com/yieldsearcher/status/1946270722231292333) [@yieldsearcher](/creator/x/yieldsearcher) 2025-07-18T18:07Z 14.9K followers, 356.6K engagements


"A highly levered midcap equity that is a very good barometer of corporate travel demand (#2 in Airline wholesale distribution service) $SABR -XX% on -XX% decline in revenues"  
[X Link](https://x.com/yieldsearcher/status/1953502378713313686) [@yieldsearcher](/creator/x/yieldsearcher) 2025-08-07T17:03Z 14.9K followers, 2285 engagements


"This Japanese account says the FX shop literally ran out of USD (and other currencies) to sell to retail. This is why Japan does not want USD/JPY above XXX. Capital flight is a thing as Japanese are rushing to buy hard currencies as fear of further depreciation mounts"  
[X Link](https://x.com/yieldsearcher/status/1975182540135698677) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-06T12:53Z 14.9K followers, 88.6K engagements


"So I checked how things were in 1999. - FFR was at X% - 10Y was at 5-6% - GDP growth of X% - X% GDP budget SURPLUS. - +266K/mth job growth on avg - XXX% Core PCE. I rest my case"  
[X Link](https://x.com/yieldsearcher/status/1975190427390169482) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-06T13:24Z 14.9K followers, 107.4K engagements


"Note that none of the border states you would normally expect to be most impacted by net negative migration are showing red. And CA and NY who you think would be the biggest beneficiaries of capital appreciation are treading water"  
[X Link](https://x.com/yieldsearcher/status/1975215280042512502) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-06T15:03Z 14.9K followers, 3250 engagements


"JPY nearing XXX. Worth a reminder that between Apr and July last yr MoFJ spent $100b to defend JPY starting at around XXX. (Including $35b two-day intervention on 7/11-12 when JPY breached 160) That was the context behind 7/31 BoJ rate hike that led to the infamous 8/5 crash"  
[X Link](https://x.com/yieldsearcher/status/1975642890098381292) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-07T19:22Z 14.9K followers, 14.8K engagements


"Regional bank earnings call this quarter should be interesting"  
[X Link](https://x.com/yieldsearcher/status/1975706947413545378) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-07T23:36Z 14.9K followers, 4656 engagements


"Not alarming but meaningful move worth highlighting. HY CDX spread has bottomed right around Sep FOMC rate cut and has risen 25bp since. First Brand/private credit/BDC concerns spilling over here a bit"  
[X Link](https://x.com/yieldsearcher/status/1976321567710904715) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-09T16:19Z 14.9K followers, 4478 engagements


"Another evidence of K-shaped economy seen from Delta Airline earnings. Note the quality dispersion amongst airline equities this yr. UAL +4% ytd DAL +0% LUV -X% AAL -XX% JBLU -42%"  
[X Link](https://x.com/yieldsearcher/status/1976360235427418172) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-09T18:52Z 14.9K followers, 42.6K engagements


"Fyi: We have not had a 5bp daily move in 10Y since 9/17 FOMC in 30Y since 9/8 (day after NFP) Just surreal (and a bit uneasy) calmness in the bond market"  
[X Link](https://x.com/yieldsearcher/status/1976383038075576379) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-09T20:23Z 14.9K followers, 2437 engagements


"From DAL earnings call: corp travel volumes are still XX% below pre-COVID yet corp revenues are higher. Translation: they hiked prices XX% on inelastic demand customers (premium class). (Btw go visit Midtown restaurants. Packed but no one dines there on their own dime.)"  
[X Link](https://x.com/yieldsearcher/status/1976420549145526787) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-09T22:52Z 14.9K followers, 4983 engagements


"Didnt see this coming. XXX + XX = XXX seat minority govt even with them (233 needed). Going to take a lot of efforts to invite new coalition partner to form a new govt. Theoretically should see some reversal of this wks fx and risk asset moves but will see"  
[X Link](https://x.com/yieldsearcher/status/1976606244409602193) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-10T11:10Z 14.9K followers, 9476 engagements


"Chinese 30Y (white) and Hang Seng (blue). Both down 3bp and X% respectively. Not that the CCP is as sensitive to financial market moves as the US but these allow us to gauge how China perceives Trumps threats of trade escalation (see the moves in Apr)"  
[X Link](https://x.com/yieldsearcher/status/1977581132016497062) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-13T03:44Z 14.9K followers, 4501 engagements


"Australian bond market taking the US-China trade war very seriously. (For those lacking context Australia is the most China-dependent Western economy where XX% of its GDP comes from its exports to China. Never had a recession since 1991 because of it.)"  
[X Link](https://x.com/yieldsearcher/status/1977587528216768904) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-13T04:09Z 14.9K followers, 15.2K engagements


"Better than expected but as I said before last yrs Mid Autumn Festival came in Sep (vs Oct this yr) so that will affect the absolute figure. (Oct this yr will be commensurately -ve). Also need to wait for a breakdown between exports to the US and to the RoW for full color"  
[X Link](https://x.com/yieldsearcher/status/1977590683214250058) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-13T04:22Z 14.9K followers, 3553 engagements


"The significance of the statement below comes from the facts that (a) this is coming from a Philly Fed President whose region is faring better than most other regions and (b) she votes on the FOMC next year"  
[X Link](https://x.com/yieldsearcher/status/1977800375316214093) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-13T18:15Z 14.9K followers, 2853 engagements


"Middle America now skimping on pizzas 💀"  
[X Link](https://x.com/yieldsearcher/status/1978087469326143756) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-14T13:16Z 14.9K followers, 20.1K engagements


"That is not what the retail sales data from last month said (at least on the headline basis). So this is a new data pt. Mkt getting ready for Powell time in half an hr. Will see if he shares the same view"  
[X Link](https://x.com/yieldsearcher/status/1978127043129716752) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-14T15:53Z 14.9K followers, 4697 engagements


"Hence no NFP for us 😂"  
[X Link](https://x.com/yieldsearcher/status/1978129531614503349) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-14T16:03Z 15K followers, 2684 engagements


"You wont find credit risk in GSIB earnings. They have long moved away from Main St catering instead to NDFIs and blue-chip clients. The upper leg of the K-shaped economy is fine. The area to watch is not assets but liabilities: growing reliance on repo as money markets tighten. (JPMs net repo liability rose to $142b from $125b last qtr; it was a $1b net asset a year ago.)"  
[X Link](https://x.com/yieldsearcher/status/1978156790345773077) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-14T17:51Z 14.9K followers, 3625 engagements


"Of course he cannot say anything to the contrary. No one ever publicly admits the intention to devalue the currency and let the market front-run it. But that said whenever the US leaders expressed such comments they tended to precede major FX disruption events. Like Rubin 97"  
[X Link](https://x.com/yieldsearcher/status/1978176480480837833) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-14T19:10Z 14.9K followers, 4352 engagements


"Ya know. Deflation does not sound that terrible to me right now"  
[X Link](https://x.com/yieldsearcher/status/1978278268890407413) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-15T01:54Z 14.9K followers, 8981 engagements


"Pretty massive inflow of foreign money into Korean equity market as KOSPI index rose XX% since August to $2t market cap (which by the way is less than half of NVDA)"  
[X Link](https://x.com/yieldsearcher/status/1978297214666408190) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-15T03:09Z 14.9K followers, 3202 engagements


"Data or no data the bond market is starting to make itself heard. We shall see if this rally continues but if it does then it has significant implications for the equity positioning. (1) Levered longs (which fund their position by effectively shorting bonds in repo) unwind their positions as the short bond position loses money. (2) Rate-sensitive defensive equities catch a bid as investors hunt for yield in equities. This will likely cause a rotation out of QQQ. The X-factor will be: markets view of the credit risk at the time and how the rates move lines up with FX and capital flows. A rally"  
[X Link](https://x.com/yieldsearcher/status/1978432508698980565) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-15T12:07Z 14.9K followers, 9031 engagements


"Need a crisis to justify such power"  
[X Link](https://x.com/yieldsearcher/status/1978460181076861088) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-15T13:57Z 14.9K followers, 20.2K engagements


"High income households now shopping at Dollar Tree"  
[X Link](https://x.com/yieldsearcher/status/1978568975643492731) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-15T21:09Z 14.9K followers, 4899 engagements


"$UAL just posted its highest operating revenue in history. Yet TRASM (Total Revenue per Available Seat Mile) fell X% yoy (do I hear deflation Deltas TRASM which was flat yoy this qtr as well). The key offset: capacity (ASMs) grew X% which more than compensated for weaker unit revenue. On the cost side CASM ex-fuel declined X% showing efficiency gains at scale. This is classic supply-side economics in action as consumers benefit from lower fares while airlines benefit from economies of scale and lower unit costs. Deflation driven by demand shock is negative. But deflation from a supply"  
[X Link](https://x.com/yieldsearcher/status/1978657191532925340) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T03:00Z 14.9K followers, 6135 engagements


"You would be excused for thinking Japan had a self-sustaining energy and food supply if you took Katos words at face value"  
[X Link](https://x.com/yieldsearcher/status/1978664266690392442) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T03:28Z 14.9K followers, 3215 engagements


"If HF ownership of Treasuries is greater than what the official data suggests then we have to consider a higher probability of a more subdued rates rally - or even a selloff - during an extended market stress/ degrossing event. Something to consider"  
[X Link](https://x.com/yieldsearcher/status/1978781783652020260) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T11:15Z 14.9K followers, 6445 engagements


"The reason I believe in the impending big liquidity event (good or bad) is that we cannot afford not to have one soon"  
[X Link](https://x.com/yieldsearcher/status/1978804606051230164) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T12:45Z 15K followers, 10.6K engagements


"Fully caveating this is binary I think TPTB needs a scare event to justify the liquidity cascade. Hard to think the public will accept liquidity injection unless they see full pain inflicted onto the market. But that said given the binary nature of this I still have some degen hodl positions which I am willing to ride out (which I may regret but cest la vie)"  
[X Link](https://x.com/yieldsearcher/status/1978838441140814272) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T15:00Z 14.9K followers, XXX engagements


"I am not looking for a redux of the 2019 repocalypse per se. The plumbing system is being monitored much more closely by the NY Fed than it was then and more importantly the Fed is aware of this issue. After all a $500b SRF backstop exists and if that is not enough they can expand it. The real issue is not in the funding market but in the end risk-asset markets. These are deploying record amounts of repo leverage with many trades so highly levered that they live and die by basis-point changes in price and/or funding costs. An external shock that forces unwinds in 30-100x levered Treasury"  
[X Link](https://x.com/yieldsearcher/status/1978847238542577912) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T15:35Z 14.9K followers, 7760 engagements


"Xccy basis at the tights suggesting dollar tightness in the offshore wholesale funding mkt. US providing dollar liquidity to select allies (Argentina and maybe Korea) sending a geopolitical message. (Side with us against China or else) ECB and BoE fretting about lack of USD support from the Fed lately"  
[X Link](https://x.com/yieldsearcher/status/1978923187472924685) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T20:37Z 14.9K followers, XX engagements


"@Cincinnatus25 Total return. Dividend reinvestment has to be included"  
[X Link](https://x.com/yieldsearcher/status/1978969269229543705) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T23:40Z 14.9K followers, XXX engagements


"@prpl8 $27t is hardly a small mkt. Same as NDX 3x larger than Shanghai and bonds are $37t"  
[X Link](https://x.com/yieldsearcher/status/1978971176698286080) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T23:47Z 14.9K followers, XXX engagements


"@fullfieldflicks I suspect a lot of this is about unwinding of the imbedded shorts in our system"  
[X Link](https://x.com/yieldsearcher/status/1978977355528880141) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-17T00:12Z 14.9K followers, XX engagements


"Deficits are coming down. 2024: $1.88t 2025: $1.78t $110b of tariff revenue makes up almost the entirety of the decline. Tariff is clearly putting a break on fiscal impulse. 2026 (OMB est): $1.60t This implies another $180b decline in deficit = -XXX% GDP growth deduction"  
[X Link](https://x.com/yieldsearcher/status/1978994299896267233) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-17T01:19Z 14.9K followers, 6621 engagements


"@corgi_double The signs of vulnerability is there but I think given how much dollar assets foreigners have the bigger threat to the foreigners is mass dollar selloff first which destroys their dollar value against their local currency debt than a straightup dollar squeeze"  
[X Link](https://x.com/yieldsearcher/status/1979004614679671274) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-17T02:00Z 14.9K followers, XX engagements


"The next WWIII gonna be: My Skynet is better than your Skynet ☠☠☠"  
[X Link](https://x.com/yieldsearcher/status/1979017608683811028) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-17T02:52Z 14.9K followers, 5119 engagements


"@arbalest0101 QE suppresses bond yields. The Fed is injecting reserves into the banking system by buying Treasuries and MBS"  
[X Link](https://x.com/yieldsearcher/status/1979024503578464566) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-17T03:19Z 14.9K followers, XX engagements


"Going to bed on a high note Gold +$30 2Y XXXX% (70bp below FFR) 10Y XXXX% Lets see what tomorrow morning brings. Several regional banks reporting"  
[X Link](https://x.com/yieldsearcher/status/1979027347849228545) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-17T03:31Z 14.9K followers, 3755 engagements


"@levenson_david Yeah they have been switching away from mortgages to C&I corporate and CREs. So they get to enjoy both rate risk and credit risk altogether. Fantastic model"  
[X Link](https://x.com/yieldsearcher/status/1979208341122351557) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-17T15:30Z 14.9K followers, XXX engagements


"@JZ281C This yr it went up from $880b to $970b. Your pt is correct but the debt is still growing"  
[X Link](https://x.com/yieldsearcher/status/1979217499649425650) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-17T16:06Z 14.9K followers, XX engagements


"@cosmos_atom_ Deflation. But since my name is not Warren Buffett I do care about timing sequencing and pathways"  
[X Link](https://x.com/yieldsearcher/status/1979285616119755212) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-17T20:37Z 14.9K followers, XXX engagements


"Here is another example of Main St struggle (showing consumers switching away from services to goods) Dave & Busters (PLAY) -XX% yesterday on -XXX% comps. Q3 guidance similar to Q2. Small company but this is where parents hold kids bday parties if they want to splurge"  
[X Link](https://x.com/yieldsearcher/status/1968419289297273302) [@yieldsearcher](/creator/x/yieldsearcher) 2025-09-17T20:58Z 15K followers, 2879 engagements


"It used to be that the first warning signs in the market came through HYG and IWM. But with the proliferation of PE and PC we now have a new layer at the lower end of the quality spectrum to watch. And the barbarians are circling those gates"  
[X Link](https://x.com/yieldsearcher/status/1973919588438958538) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-03T01:14Z 15K followers, 17.9K engagements


"In the credit world there is a saying There is no hedge against fraud"  
[X Link](https://x.com/yieldsearcher/status/1974200207605969092) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-03T19:49Z 15K followers, 29.3K engagements


"Seen this movie before. The phrase one-sided moves is a standard warning in the MoFJs verbal intervention playbook. The market faded that verbal threat and openly dared them to come intervene. Which they did when JPY breached over 155"  
[X Link](https://x.com/yieldsearcher/status/1976479156549685698) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-10T02:45Z 15K followers, 5028 engagements


"As far as it relates to U.S. PPI and CPI all you need to see is in the red box. Continued deflation in consumer durables + tempered disinflation in clothing and consumer staples = China continues to export deflation to the world and the US"  
[X Link](https://x.com/yieldsearcher/status/1978277459104534971) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-15T01:51Z 15K followers, 9182 engagements


"At this pt I have to say $1000 gold rally in two months is either front-running mass QE or pricing in counterparty risks"  
[X Link](https://x.com/yieldsearcher/status/1978916255370268899) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T20:09Z 15K followers, 23.9K engagements


"As bearish as I have been on Main St fundamentals I have always stayed away from calling the top in this market. Hence my amusement in seeing many (smart folks too) trying to call the top on gold right now. All I can say is you wont like it if/when gold finally breaks down"  
[X Link](https://x.com/yieldsearcher/status/1978957446723903524) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T22:53Z 15K followers, 11.4K engagements


"Incredibly lucky"  
[X Link](https://x.com/yieldsearcher/status/1979023635990945869) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-17T03:16Z 15K followers, 3829 engagements


"What I do find notable though is that despite Trump tweets decent regional bank prints and zero draw on the SRF today Crypto still deeply red gold barely flat and rates only reversed 1/3 of ydays move. Mkt saying this is not over / there is something else"  
[X Link](https://x.com/yieldsearcher/status/1979169020571013120) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-17T12:54Z 15K followers, 13.3K engagements


"Gold and crypto Schiff and Saylor"  
[X Link](https://x.com/yieldsearcher/status/1979203681401622955) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-17T15:11Z 15K followers, 2466 engagements


"In the old days this would be happening in front of FX shops as Asians and Latin Americans rushed for the USD. Will they go for USD stablecoin once they gain access 🤔"  
[X Link](https://x.com/yieldsearcher/status/1979221125310697668) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-17T16:21Z 15K followers, 4103 engagements


"Today is an opex day. It is a thing. I will live"  
[X Link](https://x.com/yieldsearcher/status/1979242102887166111) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-17T17:44Z 15K followers, 3191 engagements


"Bond market senses that the NFP is a one way street. This is why"  
[X Link](https://x.com/yieldsearcher/status/1979284505136635941) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-17T20:32Z 15K followers, 12.9K engagements


"@RentYourStocks Don't know the company that well. What's their secret sauce"  
[X Link](https://x.com/yieldsearcher/status/1979728339905724470) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-19T01:56Z 15K followers, XXX engagements


"@MarginCall4 It is not a big issue yet but it is an issue and it is not trending not in the right way. Best way to deal with this is raising long term debt in the IG market but banks do not want to borrow long at 5-6% and that defeats the whole purpose of the banking biz model"  
[X Link](https://x.com/yieldsearcher/status/1979977835969122474) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-19T18:27Z 15K followers, X engagements


"@dissectmarkets She said funds not firms"  
[X Link](https://x.com/yieldsearcher/status/1973458568675467298) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-01T18:42Z 15K followers, 5503 engagements


"Looks like Japan has decided to sacrifice the yen to save the bonds"  
[X Link](https://x.com/yieldsearcher/status/1975718489198633053) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-08T00:22Z 15K followers, 228.9K engagements


"No one could have predicted the exact timing of yesterdays market crash. True. But to say it comes as a complete surprise (i.e. that no one saw it coming) would be intellectually disingenuous. Even a cursory look made clear the disconnect between fundamentals and the market as well as how overlevered and fragile financial market positioning had become. That said its still too early for bears to spike the football after just one day. QQQ and BTC remain +16% and +20% ytd respectively The battle continues"  
[X Link](https://x.com/yieldsearcher/status/1976977349674430809) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-11T11:45Z 15K followers, 13.9K engagements


"Crude clawing back 1/3 of the losses from Friday; ditto JPY. So only partial reversal. Meanwhile gold is screaming that TACO or not fiat is a one way street. 😂"  
[X Link](https://x.com/yieldsearcher/status/1977524714269790711) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-13T00:00Z 15K followers, 5420 engagements


"Not a major surprise but worth highlighting: X of the X banking giants (C the only exception) missed on deposits this quarter. JPM explains the dynamics on its earnings call and it is about as predictable as it gets: personal savings rate is a little bit lower than expected. Consumer spending remained robust while income was a bit lower. So that's all else equal decreasing balances per account. And as you obviously know equity market performance has been particularly strong which is driving flows into investments. Rates are a little bit higher than what was in the forwards and that is"  
[X Link](https://x.com/yieldsearcher/status/1978521669326016944) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-15T18:01Z 15K followers, 11.6K engagements


"Not financial or trading advice but its worth pondering about the fact that Donnie and Scottie had a myriad of investment options - including BTC and gold - yet chose to put $40b into Argentine pesos. 🤔 Mar-a-Lago vibe"  
[X Link](https://x.com/yieldsearcher/status/1978632071485575645) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-16T01:20Z 15K followers, 4241 engagements


"Regional bank earnings are pretty solid on credit metrics. So banks (big and small) saying no bodies buried in their closets. That leaves the ABS and BDCs (NDFI/shadow banks). As I said yday the more imminent area of focus for banks remains the tight repo/bank reserves"  
[X Link](https://x.com/yieldsearcher/status/1979166742707397029) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-17T12:44Z 15K followers, 14.9K engagements


"I am crushed. 😔"  
[X Link](https://x.com/yieldsearcher/status/1979188484481953958) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-17T14:11Z 15K followers, 7823 engagements


"Guess this explains the mass inflow into Korean equities by foreign investors"  
[X Link](https://x.com/yieldsearcher/status/1979567908822172089) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-18T15:19Z 15K followers, 5118 engagements


"Oct MTD: (Post-govt shutdown) Strengths in PM & rates Weakness in crypto and credit Equity in the middle Equities: - SPY -XXX% - QQQ +0.6 - IWM +0.6 Fixed Income: - TLT: +2.4 - LQD: +1.0 - HYG: -XXX - HYGH: -XXX PM: - GLD: +9.4 - SLV: +11% Crypto: - IBIT: -XXX - ETHA: -8.2"  
[X Link](https://x.com/yieldsearcher/status/1979569973459841457) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-18T15:27Z 15K followers, 1852 engagements


"@Hjck96884141 US Treasury = dollar From foreigners pov why buy US Treasuries if your view is that dollar is going down"  
[X Link](https://x.com/yieldsearcher/status/1979585516166357387) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-18T16:29Z 15K followers, XXX engagements


"@Lee_Lichterman @Monetaryguy589 Yup. But banking system has now been taken hostage and bond market is starting to prep for deflation. NY Fed Williams is talking about ZIRP a number of times recently"  
[X Link](https://x.com/yieldsearcher/status/1979713439749800214) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-19T00:57Z 15K followers, XX engagements


"You heard it here first"  
[X Link](https://x.com/yieldsearcher/status/1979719805436592444) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-19T01:22Z 15K followers, 14.3K engagements


"@Lee_Lichterman @Monetaryguy589 I am certainly hoping (and low-key expecting though not betting on it) that TPTB will need to create a crisis big enough to justify the incoming liquidity injection. Bailing out banks is going to do wonders for the election"  
[X Link](https://x.com/yieldsearcher/status/1979722420237066645) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-19T01:33Z 15K followers, XX engagements


"Worth noting from this graph: Unlike pre-SVB (2023) when small banks lacked cash and large banks were fine this time large banks are more strained than in 2023 while small banks are in better shape"  
[X Link](https://x.com/yieldsearcher/status/1979723116172722459) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-19T01:35Z 15K followers, 6471 engagements


"I have had worse trades than panic-buying X dozens of eggs in late March this yr but I am still mentally scarred from that trade. 😂"  
[X Link](https://x.com/yieldsearcher/status/1979726763044503994) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-19T01:50Z 15K followers, 5337 engagements


"@mcsnipeoptcg NGL. I am pinning some hopes on my kid's pokemon card collection"  
[X Link](https://x.com/yieldsearcher/status/1979741810932257188) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-19T02:50Z 15K followers, XX engagements


"Interesting timing (again)"  
[X Link](https://x.com/yieldsearcher/status/1979891170525524446) [@yieldsearcher](/creator/x/yieldsearcher) 2025-10-19T12:43Z 15K followers, 4496 engagements