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[@latemortgage](/creator/twitter/latemortgage)
"Interesting opportunity for agentic commerce to first boost traditional commerce portals like $BKNG then replace them"  
[X Link](https://x.com/latemortgage/status/1978434172608770467) [@latemortgage](/creator/x/latemortgage) 2025-10-15T12:13Z XX followers, XX engagements


"This has to be one of the best times to be a long-short fund. I mean I dont think there has been a time recently that has had an economy that is so clearly K shaped. $SPY $RUT $QQQ"  
[X Link](https://x.com/latemortgage/status/1978434891646751176) [@latemortgage](/creator/x/latemortgage) 2025-10-15T12:16Z XX followers, XX engagements


"Per ZH: The spot market heat map in SONAR which tracks sudden shifts in spot market rates has turned extremely blue indicating that spot rates are suddenly surging well beyond recent trends. $XTN $TPOR $SUPL"  
[X Link](https://x.com/latemortgage/status/1976261959331836149) [@latemortgage](/creator/x/latemortgage) 2025-10-09T12:22Z XX followers, XX engagements


"Fridays are the new risk off $SPY $RUT $QQQ"  
[X Link](https://x.com/latemortgage/status/1979137379463032846) [@latemortgage](/creator/x/latemortgage) 2025-10-17T10:48Z XX followers, XX engagements


"If these PMs don't rotate into REITs next.just rotate into REITs $GLD $SLV $PLG $PAL"  
[X Link](https://x.com/latemortgage/status/1979274104344842430) [@latemortgage](/creator/x/latemortgage) 2025-10-17T19:51Z XX followers, XXX engagements


"Pulitzer Prize caliber article by Harry $BTC"  
[X Link](https://x.com/latemortgage/status/1980039890487439690) [@latemortgage](/creator/x/latemortgage) 2025-10-19T22:34Z XX followers, XX engagements


"In a two-asset comp mean reversion strategy you would buy $BTC (underperformance) and sell $GLD (overperformance) until temp divergence corrects to historical levels -- that's if you believe the two assets are correlated"  
[X Link](https://x.com/latemortgage/status/1980675840951349416) [@latemortgage](/creator/x/latemortgage) 2025-10-21T16:41Z XX followers, XX engagements


"I'm sure Blackstone Merlin Entertainment PAI or Hill Path would be interested in taking private $FUN $BX"  
[X Link](https://x.com/latemortgage/status/1980730375862198517) [@latemortgage](/creator/x/latemortgage) 2025-10-21T20:18Z XX followers, XX engagements


"Resort operators specifically in gaming would be synergistic to a $FUN acquisition. Theme park by day for the family and casino/entertainment at night for the parents $LVS $MGM $CZR"  
[X Link](https://x.com/latemortgage/status/1980731669519716743) [@latemortgage](/creator/x/latemortgage) 2025-10-21T20:23Z XX followers, XX engagements


"Healthcare has remained impressively poised over the last 5-6 months. Leaders continue to have great price action. Perhaps we see greater rotation into the sector here $XLV $MCK $CAH $COR $ISRG $DHR"  
[X Link](https://x.com/latemortgage/status/1980736567388881209) [@latemortgage](/creator/x/latemortgage) 2025-10-21T20:42Z XX followers, XX engagements