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[@gamesblazer06](/creator/twitter/gamesblazer06)
"AI Finance Vendors are pitching me Summaries & evaluations of expert opinions. Thanks but no thx how about I read Q K earnings reports etc & use my own brain to come up with my Own Opinion"  
[X Link](https://x.com/gamesblazer06/status/1978559838243168616) [@gamesblazer06](/creator/x/gamesblazer06) 2025-10-15T20:33Z 26.6K followers, 1332 engagements


"@RepMTG Since the Government Shutdown. Its Blue Skies in South Florida - Every Day. Before the Shutdown it Rained Silver Iodide literally almost single day since June. Most Americans are unfortunately know little about Weather Modification"  
[X Link](https://x.com/gamesblazer06/status/1979528682508017850) [@gamesblazer06](/creator/x/gamesblazer06) 2025-10-18T12:43Z 26.6K followers, 1129 engagements


"$APO recently peaked at $XXX Thats your Canary in a Coal mine imho"  
[X Link](https://x.com/gamesblazer06/status/1973745180475060475) [@gamesblazer06](/creator/x/gamesblazer06) 2025-10-02T13:41Z 26.6K followers, 3783 engagements


"$JPM 3Q25 Solid across the board. Consumer Solid NII & Loan growth Solid. Consumer Credit Costs Low. $48B of XS Capital v recent high of $62B. XX% ROTCE Trading at 3.1x TBV Extreme Overvaluation"  
[X Link](https://x.com/gamesblazer06/status/1978078861918158886) [@gamesblazer06](/creator/x/gamesblazer06) 2025-10-14T12:42Z 26.6K followers, 1076 engagements


"All the FOMC does is hop on the $JPM call & then Copy & Paste a few minutes later. Such little Value Add"  
[X Link](https://x.com/gamesblazer06/status/1978136934296748179) [@gamesblazer06](/creator/x/gamesblazer06) 2025-10-14T16:32Z 26.6K followers, 1273 engagements


"Im all about Deregulation. but this is a very bad idea"  
[X Link](https://x.com/gamesblazer06/status/1979888970847924728) [@gamesblazer06](/creator/x/gamesblazer06) 2025-10-19T12:34Z 26.6K followers, 2215 engagements


"This is what happens with just X Cockroach. 🪳👇 $FITB"  
[X Link](https://x.com/gamesblazer06/status/1980320443006611518) [@gamesblazer06](/creator/x/gamesblazer06) 2025-10-20T17:09Z 26.6K followers, 1061 engagements


"Soif $JPM is in a Bubble Valuation. at +3 Sigma from Mean which is the Gold Standard of Global Banks & got caught off guard w Tricolor. What do u think ur favorite Private Credit BDC or NDFI is like thats been scooping up anything to match a Spread/ALM gap is like"  
[X Link](https://x.com/gamesblazer06/status/1980609712568545671) [@gamesblazer06](/creator/x/gamesblazer06) 2025-10-21T12:18Z 26.6K followers, 1178 engagements


"We have absolutely Zero Clue when the tide turnscould be a while for sure & you can make some good money trading in & out but when it does turn theres a more than insignificant chance the credit body bags will be in NDFIs & Private Credit imho"  
[X Link](https://x.com/gamesblazer06/status/1980610579560616330) [@gamesblazer06](/creator/x/gamesblazer06) 2025-10-21T12:22Z 26.6K followers, XXX engagements


"E.g Post Tech Bubble Recession in 2000 was Looong & Shallow. Not Consumer led.but Commercial Credit was Absolutely Hammered Ugly for Private Credit & Lev Loans & HY. $JPM stock was down XX% Peak to Trough. a touch more than the 2008 GFC experience"  
[X Link](https://x.com/gamesblazer06/status/1980613889919242425) [@gamesblazer06](/creator/x/gamesblazer06) 2025-10-21T12:35Z 26.6K followers, 1200 engagements


"We will only know for sure when theres a real downturn. Ill bet more at $ARES & $APO then $JPM but they could all have them"  
[X Link](https://x.com/gamesblazer06/status/1980785761034105270) [@gamesblazer06](/creator/x/gamesblazer06) 2025-10-21T23:58Z 26.6K followers, 3364 engagements


"Big Banks have tons of exposure to roaches but you only know when the tide is out & the lights are turned on"  
[X Link](https://x.com/gamesblazer06/status/1980786123560612317) [@gamesblazer06](/creator/x/gamesblazer06) 2025-10-21T23:59Z 26.6K followers, 1885 engagements


"$APO $ARES & $BIZD are Canaries in a Coalmine imho"  
[X Link](https://x.com/gamesblazer06/status/1980806913370816693) [@gamesblazer06](/creator/x/gamesblazer06) 2025-10-22T01:22Z 26.6K followers, 1103 engagements


"Blackrock has partnered with UniCredits German arm HVB. German Landesbank vibes from the late 90s"  
[X Link](https://x.com/gamesblazer06/status/1980632452709175349) [@gamesblazer06](/creator/x/gamesblazer06) 2025-10-21T13:49Z 26.6K followers, 1487 engagements


"We have a real stiff at the Federal Reserve I cant help that. but hes going to be gone soon. 😂 - Trump 10/21/25"  
[X Link](https://x.com/gamesblazer06/status/1980741355346309521) [@gamesblazer06](/creator/x/gamesblazer06) 2025-10-21T21:01Z 26.6K followers, XXX engagements


"$ARES down XX% off its highs Must be nothing"  
[X Link](https://x.com/gamesblazer06/status/1980764507275243775) [@gamesblazer06](/creator/x/gamesblazer06) 2025-10-21T22:33Z 26.6K followers, 1205 engagements


"Rest assured Jamie Dimon now hates the froth in this asset class & hes gonna Tighten Credit on Private Credit Lines & if u think others Banks arent gonna follow you are kidding yourself"  
[X Link](https://x.com/gamesblazer06/status/1980805843756150801) [@gamesblazer06](/creator/x/gamesblazer06) 2025-10-22T01:18Z 26.6K followers, 1461 engagements


"Imho the last thing he wants is $JPM getting caught flat footed with this stuff thats glowing green. Smart investors already get this which is why e.g. BDCs are trading at substantial discount to NAV & $APO & $ARES stocks are getting hammered in 2025"  
[X Link](https://x.com/gamesblazer06/status/1980806534486532586) [@gamesblazer06](/creator/x/gamesblazer06) 2025-10-22T01:20Z 26.6K followers, 1247 engagements


"The Fun N Games for a couple of days ended yesterday"  
[X Link](https://x.com/gamesblazer06/status/1981040435989504117) [@gamesblazer06](/creator/x/gamesblazer06) 2025-10-22T16:50Z 26.6K followers, XXX engagements


"Unfortunately despite the FinTwit Financial Plumbers say no big deal. Aint getting much better today it seems. FHLB Boston Overnight Swing Liquidity at XXXX% Actually higher now"  
[X Link](https://x.com/gamesblazer06/status/1981041144180908421) [@gamesblazer06](/creator/x/gamesblazer06) 2025-10-22T16:53Z 26.6K followers, XXX engagements