[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.] [@WillOHara131](/creator/twitter/WillOHara131) "@APompliano @Ashcryptoreal Gave up all todays gains round trip" [X Link](https://x.com/WillOHara131/status/1980811990659743845) [@WillOHara131](/creator/x/WillOHara131) 2025-10-22T01:42Z 1289 followers, XXX engagements "I dont think its directly related to the DXY if you look at private equity stocks and BDCs have been getting hammered the last X weeks. I think there is issues in credit that are starting to bubble up. Tricolor First Brands bankruptcy. Credit spreads likely widen from here but if HYG and JNK keep heading lower they will certainly start dragging SPX RUT and NDX with it" [X Link](https://x.com/WillOHara131/status/1976096506168975464) [@WillOHara131](/creator/x/WillOHara131) 2025-10-09T01:24Z 1268 followers, XXX engagements "@leadlagreport Exactly Everyone thinks its all about China thats a side show. Whats going on in the BDCs and private credit is a much bigger problem. If HYG and JNK start rolling back over midweek then this rally in the indexes needs to be faded" [X Link](https://x.com/WillOHara131/status/1977552410345197753) [@WillOHara131](/creator/x/WillOHara131) 2025-10-13T01:50Z 1269 followers, 9663 engagements "@leadlagreport BDCs are a problem. Look at $ARCC back at April lows" [X Link](https://x.com/WillOHara131/status/1977554770488606894) [@WillOHara131](/creator/x/WillOHara131) 2025-10-13T01:59Z 1269 followers, 8620 engagements "@APompliano @Ashcryptoreal How about now bitcoin is 108" [X Link](https://x.com/WillOHara131/status/1980811667840913598) [@WillOHara131](/creator/x/WillOHara131) 2025-10-22T01:41Z 1270 followers, XX engagements "Gold cracking Well off todays high keep and eye on this tomorrow $GLD" [X Link](https://x.com/WillOHara131/status/1979001325535797473) [@WillOHara131](/creator/x/WillOHara131) 2025-10-17T01:47Z 1286 followers, XXX engagements "First brands 10bill Tricolor Auto Carmax took XX% loan loss provisions. You are starting to see more cracks no one wants to stick around to find out whos holding all the messes so its exit stage right. Its the combination and theres probably a bunch more to come in subprime auto and CRE" [X Link](https://x.com/WillOHara131/status/1979089722262585601) [@WillOHara131](/creator/x/WillOHara131) 2025-10-17T07:38Z 1283 followers, XXX engagements "$XLK The biggest weight in SPX closed above X EMA and XX SMA on the Daily chart. Still has triangle that will resolve early next week" [X Link](https://x.com/WillOHara131/status/1979595345014214728) [@WillOHara131](/creator/x/WillOHara131) 2025-10-18T17:08Z 1287 followers, XX engagements "$XRT Consumer Retail is trading with a more bearish tone. We are below the X XX and XX MA's and in a short term down trend. This continues to look bearish heading towards XXXXX is the XXX SMA. Unless we can get back above the short term trendline and MA's" [X Link](https://x.com/WillOHara131/status/1979595371732148373) [@WillOHara131](/creator/x/WillOHara131) 2025-10-18T17:08Z 1287 followers, XX engagements "BONUS CHART $KRE Regional Bank ETF. The regional banks had a very rough week with credit issues lurking among some of these banks. The chart looks very poor and now trading below the XXX SMA. As a larger weight in the IWM. $KRE $HYG $JNK should be watched with caution" [X Link](https://x.com/WillOHara131/status/1979595384033845693) [@WillOHara131](/creator/x/WillOHara131) 2025-10-18T17:08Z 1288 followers, XXX engagements "$XLU Utilities have been very bullish as of late. Continued strength here looks likely. Also a more defensive posture to the overall market. Rate cuts will help utilities. Semi conductor earnings and outlook could impact utilities for power demand" [X Link](https://x.com/WillOHara131/status/1979595368083108140) [@WillOHara131](/creator/x/WillOHara131) 2025-10-18T17:08Z 1288 followers, XX engagements "BONUS CHART $BIZD VanEck BDC Income ETF has seem some extreme weakness and now trading back at the April lows. Potential double bottom Maybe but if we break lower that could bring more weakness in the credit space. $KRE $HYG $JNK $BIZD should be watched with caution as we continue to look for the next direction in the broad indices" [X Link](https://x.com/WillOHara131/status/1979595387527692436) [@WillOHara131](/creator/x/WillOHara131) 2025-10-18T17:08Z 1289 followers, XXX engagements "@DonMiami3 Probably nothing here Levered Junk Bond funds" [X Link](https://x.com/WillOHara131/status/1980408214622728513) [@WillOHara131](/creator/x/WillOHara131) 2025-10-20T22:58Z 1288 followers, 8908 engagements "$JNK Junk Bond High Yield ETF Rejection of hourly trendline. Keep an eye on this one" [X Link](https://x.com/WillOHara131/status/1980701657223627257) [@WillOHara131](/creator/x/WillOHara131) 2025-10-21T18:24Z 1288 followers, XXX engagements "@DonMiami3 @MacroEdgeRes @RESightsbyME @MacroEdgeVision Rate cuts will not help the labor market" [X Link](https://x.com/WillOHara131/status/1980835076293402907) [@WillOHara131](/creator/x/WillOHara131) 2025-10-22T03:14Z 1288 followers, XX engagements "@kshaughnessy2 Somehow $CVNA is immune. I don't think so" [X Link](https://x.com/WillOHara131/status/1981006482117407076) [@WillOHara131](/creator/x/WillOHara131) 2025-10-22T14:35Z 1289 followers, 1077 engagements "@kshaughnessy2 $CVNA almost down X% today. maybe Jamie was right more cockroachs coming to the surface" [X Link](https://x.com/WillOHara131/status/1981011065237561616) [@WillOHara131](/creator/x/WillOHara131) 2025-10-22T14:53Z 1289 followers, 1056 engagements "Subprime autos showing continued weakness. Santander Capital One and other subprime lenders may have some risk out there" [X Link](https://x.com/WillOHara131/status/1981180554071708061) [@WillOHara131](/creator/x/WillOHara131) 2025-10-23T02:07Z 1289 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.]
@WillOHara131
"@APompliano @Ashcryptoreal Gave up all todays gains round trip"
X Link @WillOHara131 2025-10-22T01:42Z 1289 followers, XXX engagements
"I dont think its directly related to the DXY if you look at private equity stocks and BDCs have been getting hammered the last X weeks. I think there is issues in credit that are starting to bubble up. Tricolor First Brands bankruptcy. Credit spreads likely widen from here but if HYG and JNK keep heading lower they will certainly start dragging SPX RUT and NDX with it"
X Link @WillOHara131 2025-10-09T01:24Z 1268 followers, XXX engagements
"@leadlagreport Exactly Everyone thinks its all about China thats a side show. Whats going on in the BDCs and private credit is a much bigger problem. If HYG and JNK start rolling back over midweek then this rally in the indexes needs to be faded"
X Link @WillOHara131 2025-10-13T01:50Z 1269 followers, 9663 engagements
"@leadlagreport BDCs are a problem. Look at $ARCC back at April lows"
X Link @WillOHara131 2025-10-13T01:59Z 1269 followers, 8620 engagements
"@APompliano @Ashcryptoreal How about now bitcoin is 108"
X Link @WillOHara131 2025-10-22T01:41Z 1270 followers, XX engagements
"Gold cracking Well off todays high keep and eye on this tomorrow $GLD"
X Link @WillOHara131 2025-10-17T01:47Z 1286 followers, XXX engagements
"First brands 10bill Tricolor Auto Carmax took XX% loan loss provisions. You are starting to see more cracks no one wants to stick around to find out whos holding all the messes so its exit stage right. Its the combination and theres probably a bunch more to come in subprime auto and CRE"
X Link @WillOHara131 2025-10-17T07:38Z 1283 followers, XXX engagements
"$XLK The biggest weight in SPX closed above X EMA and XX SMA on the Daily chart. Still has triangle that will resolve early next week"
X Link @WillOHara131 2025-10-18T17:08Z 1287 followers, XX engagements
"$XRT Consumer Retail is trading with a more bearish tone. We are below the X XX and XX MA's and in a short term down trend. This continues to look bearish heading towards XXXXX is the XXX SMA. Unless we can get back above the short term trendline and MA's"
X Link @WillOHara131 2025-10-18T17:08Z 1287 followers, XX engagements
"BONUS CHART $KRE Regional Bank ETF. The regional banks had a very rough week with credit issues lurking among some of these banks. The chart looks very poor and now trading below the XXX SMA. As a larger weight in the IWM. $KRE $HYG $JNK should be watched with caution"
X Link @WillOHara131 2025-10-18T17:08Z 1288 followers, XXX engagements
"$XLU Utilities have been very bullish as of late. Continued strength here looks likely. Also a more defensive posture to the overall market. Rate cuts will help utilities. Semi conductor earnings and outlook could impact utilities for power demand"
X Link @WillOHara131 2025-10-18T17:08Z 1288 followers, XX engagements
"BONUS CHART $BIZD VanEck BDC Income ETF has seem some extreme weakness and now trading back at the April lows. Potential double bottom Maybe but if we break lower that could bring more weakness in the credit space. $KRE $HYG $JNK $BIZD should be watched with caution as we continue to look for the next direction in the broad indices"
X Link @WillOHara131 2025-10-18T17:08Z 1289 followers, XXX engagements
"@DonMiami3 Probably nothing here Levered Junk Bond funds"
X Link @WillOHara131 2025-10-20T22:58Z 1288 followers, 8908 engagements
"$JNK Junk Bond High Yield ETF Rejection of hourly trendline. Keep an eye on this one"
X Link @WillOHara131 2025-10-21T18:24Z 1288 followers, XXX engagements
"@DonMiami3 @MacroEdgeRes @RESightsbyME @MacroEdgeVision Rate cuts will not help the labor market"
X Link @WillOHara131 2025-10-22T03:14Z 1288 followers, XX engagements
"@kshaughnessy2 Somehow $CVNA is immune. I don't think so"
X Link @WillOHara131 2025-10-22T14:35Z 1289 followers, 1077 engagements
"@kshaughnessy2 $CVNA almost down X% today. maybe Jamie was right more cockroachs coming to the surface"
X Link @WillOHara131 2025-10-22T14:53Z 1289 followers, 1056 engagements
"Subprime autos showing continued weakness. Santander Capital One and other subprime lenders may have some risk out there"
X Link @WillOHara131 2025-10-23T02:07Z 1289 followers, XX engagements
/creator/twitter::394836769/posts