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[@iBladesi](/creator/twitter/iBladesi)
"@taobanker 🙏u bring up the best widgets. thanks dude. looks lovely. btw. I'm up comfy on WEN now. I think I won the "make money on WEN" minigame I made for myself"  
[X Link](https://x.com/iBladesi/status/1980417792827629953) [@iBladesi](/creator/x/iBladesi) 2025-10-20T23:36Z 2545 followers, XXX engagements


"@west4thstreet @17catspaw @shortbus_ace Mark to muppet 10/10"  
[X Link](https://x.com/iBladesi/status/1980047441593581937) [@iBladesi](/creator/x/iBladesi) 2025-10-19T23:04Z 2545 followers, XX engagements


"$GOF is the other one h/t @qorka 9m shares oustanding. 5.56mm volume. down 6.5%. mega premium still. wouldn't buy"  
[X Link](https://x.com/iBladesi/status/1980306883044151533) [@iBladesi](/creator/x/iBladesi) 2025-10-20T16:15Z 2545 followers, XXX engagements


"@shortbus_ace of those XX% newly minted regional banking experts. how many can read beyond a few 🚨🚨🚨"  
[X Link](https://x.com/iBladesi/status/1980410753875341722) [@iBladesi](/creator/x/iBladesi) 2025-10-20T23:08Z 2545 followers, XXX engagements


"oh and my very idiosyncratic MBS port (can't really be a signal on prepays too many thin pools) just had 52wk high in monthly prepays (prior month was a 52wk low i swear)"  
[X Link](https://x.com/iBladesi/status/1980010317779263654) [@iBladesi](/creator/x/iBladesi) 2025-10-19T20:37Z 2545 followers, XXX engagements


"@blondesnmoney smh taylor swift capital management"  
[X Link](https://x.com/iBladesi/status/1980726407341994174) [@iBladesi](/creator/x/iBladesi) 2025-10-21T20:02Z 2545 followers, XXX engagements


"h/t @yenoms $GECC details their First Brands exposure. Worth a read. at least they had them marked lower than psec did (and prob still does)"  
[X Link](https://x.com/iBladesi/status/1975682420499181633) [@iBladesi](/creator/x/iBladesi) 2025-10-07T21:59Z 2546 followers, 2257 engagements


"It seems like the market price of $PDX is tracking the NAV change (from VG being down bad) fairly well. Interested to see nav perf after close. at X% discount to NAV (especially when VG is down in the dirt) i'd add to PDX"  
[X Link](https://x.com/iBladesi/status/1976723555837505651) [@iBladesi](/creator/x/iBladesi) 2025-10-10T18:56Z 2544 followers, 1247 engagements


"@taobanker this thing is my $CROX to bear"  
[X Link](https://x.com/iBladesi/status/1976747397876228415) [@iBladesi](/creator/x/iBladesi) 2025-10-10T20:31Z 2545 followers, XXX engagements


"NAV down XXXX% to XXXXX. Good job mr market. I guess that given VG is down so bad X% discount wouldn't be a horrible place to add. but i prob won't"  
[X Link](https://x.com/iBladesi/status/1976791435770052697) [@iBladesi](/creator/x/iBladesi) 2025-10-10T23:26Z 2545 followers, XXX engagements


"I kind of want to buy XXX shares of $SOC on the hope that the emperor might intervene. but i also want to sell a slightly otm call every week to those that believe the same. A very nihilistic experiment and I am willing to make a sacrifice"  
[X Link](https://x.com/iBladesi/status/1978263958311108656) [@iBladesi](/creator/x/iBladesi) 2025-10-15T00:57Z 2545 followers, 2917 engagements


"Trump has managed to do the impossible and pump $ADM. I held thru the trenches and sold at a mid price. SAD"  
[X Link](https://x.com/iBladesi/status/1978267712661975352) [@iBladesi](/creator/x/iBladesi) 2025-10-15T01:12Z 2542 followers, XXX engagements


"What's with Conagra No bueno Is this like a BGS in the making"  
[X Link](https://x.com/iBladesi/status/1978438730886119732) [@iBladesi](/creator/x/iBladesi) 2025-10-15T12:32Z 2545 followers, XXX engagements


"$TAP wtf happen here"  
[X Link](https://x.com/iBladesi/status/1978478437980311833) [@iBladesi](/creator/x/iBladesi) 2025-10-15T15:09Z 2544 followers, XXX engagements


"@mopgcw sounds like a BGS to me. Thanks for the input 🙏. what a pity"  
[X Link](https://x.com/iBladesi/status/1978498521876591004) [@iBladesi](/creator/x/iBladesi) 2025-10-15T16:29Z 2545 followers, XX engagements


"@AndrewhFX looks like JNJ just threw all their nasty legal battles into a bucket and called it kenvue. yikes"  
[X Link](https://x.com/iBladesi/status/1978865816415187385) [@iBladesi](/creator/x/iBladesi) 2025-10-16T16:49Z 2546 followers, XXX engagements


"@stoked_on_waves @blondesnmoney @RodriGo_ethe The time of that has gone on too long"  
[X Link](https://x.com/iBladesi/status/1979994301758148638) [@iBladesi](/creator/x/iBladesi) 2025-10-19T19:33Z 2544 followers, XXX engagements


"@CcDragonfly here is a random selection. that doesn't seem normal. that is a smaller pool tho. more payoffs than buyouts tho (click removals)"  
[X Link](https://x.com/iBladesi/status/1980018764545675499) [@iBladesi](/creator/x/iBladesi) 2025-10-19T21:10Z 2543 followers, XX engagements


"@CcDragonfly click removals and look at history and its more lumpy. idk. like I said I'm still learning. and I don't really have to care about ginnie credit performance but I do keep an eye on it. It's not great"  
[X Link](https://x.com/iBladesi/status/1980019182235537538) [@iBladesi](/creator/x/iBladesi) 2025-10-19T21:12Z 2543 followers, XX engagements


"$DX bvps XXXXX vs XXXXX prior. raised 254mm thru atm (about 20.355m shares at 12.48). Still a healthy balance of 5s and 5.5s. the conf call is at 10:00 am. I am surprised the stock is up. I guess the market is okay with a mega premium. They still have ATM active"  
[X Link](https://x.com/iBladesi/status/1980248293352321161) [@iBladesi](/creator/x/iBladesi) 2025-10-20T12:22Z 2545 followers, 1641 engagements


"'expect the rate cut to add a tailwind to NIM this qtr""  
[X Link](https://x.com/iBladesi/status/1980274590359097489) [@iBladesi](/creator/x/iBladesi) 2025-10-20T14:07Z 2545 followers, XXX engagements


"happening again today. repeat until discount plz"  
[X Link](https://x.com/iBladesi/status/1980277258955751632) [@iBladesi](/creator/x/iBladesi) 2025-10-20T14:17Z 2546 followers, XXX engagements


"@bigcoveranch I added some PDX at XXXXX. XX% discount is fine given VG has gotten so clobbered. maybe one day it will be a tailwind"  
[X Link](https://x.com/iBladesi/status/1980284315893154268) [@iBladesi](/creator/x/iBladesi) 2025-10-20T14:45Z 2543 followers, XX engagements


"@bigcoveranch apparently there are a few other mega premium funds getting crushed today"  
[X Link](https://x.com/iBladesi/status/1980290567453249789) [@iBladesi](/creator/x/iBladesi) 2025-10-20T15:10Z 2545 followers, XX engagements


"@MikeJM65 @theroadtomana DMO at a mega discount was a 2022-2023 thing. It started to ramp up the distribution. slightly overdistributing. this attracted buyers and narrowed premium. It now trades at NAV. I was always jealous of it's alloc to legacy CRT 1B (mid double digit coupons)"  
[X Link](https://x.com/iBladesi/status/1980325490855670142) [@iBladesi](/creator/x/iBladesi) 2025-10-20T17:29Z 2546 followers, XX engagements


"@taobanker @freecathflow yea. core is missing dist for sure. and yes the comps are absolutely miserable. for good reasons. but like I said. STWD is "hardy". can weather a storm better due to size. which is why u don't see it trade at a dumpster p/tbv mult"  
[X Link](https://x.com/iBladesi/status/1980421437161914816) [@iBladesi](/creator/x/iBladesi) 2025-10-20T23:50Z 2545 followers, XXX engagements


"@GardinerIsland and their pfds whistle past the graveyard. for the most part. for now. last I looked SPMC had a very gnarly expense ratio"  
[X Link](https://x.com/iBladesi/status/1980378880226787554) [@iBladesi](/creator/x/iBladesi) 2025-10-20T21:01Z 2546 followers, XXX engagements


"$EARN it would be a bad look to be late for this NAV update. Should be out sooner or later"  
[X Link](https://x.com/iBladesi/status/1980385074194633187) [@iBladesi](/creator/x/iBladesi) 2025-10-20T21:26Z 2546 followers, XXX engagements


"@MikeJM65 ellington is pretty sharp when it comes to credit hedging. it has worked out very well in the past for EFC"  
[X Link](https://x.com/iBladesi/status/1980601970877427848) [@iBladesi](/creator/x/iBladesi) 2025-10-21T11:48Z 2546 followers, XX engagements


"Performance of $VIRT is odd. I wouldn't have expected -XXXX% in a month when the casino they operate is in full swing. I added some at XX and 35+. Aware that they are perfectly capable of getting cut in half (again). I first bought in the 16s. We'll see"  
[X Link](https://x.com/iBladesi/status/1973524080126206325) [@iBladesi](/creator/x/iBladesi) 2025-10-01T23:03Z 2545 followers, 1205 engagements


"The usual suspects (AMC and other meme stock baggies) are doing victory laps about $VIRT going down right now. Is the VIRT selloff overdone"  
[X Link](https://x.com/iBladesi/status/1975741467336303046) [@iBladesi](/creator/x/iBladesi) 2025-10-08T01:54Z 2545 followers, XXX engagements


"If $VIRT remains here. this will be it's first green day this month. and prob 3rd green day for the past XX days lol"  
[X Link](https://x.com/iBladesi/status/1975930041994486188) [@iBladesi](/creator/x/iBladesi) 2025-10-08T14:23Z 2545 followers, XXX engagements


"$KVUE is drilling to new lows. what is it now"  
[X Link](https://x.com/iBladesi/status/1978856985815588985) [@iBladesi](/creator/x/iBladesi) 2025-10-16T16:14Z 2545 followers, 1963 engagements


"PDI/PDO/GOF selling intensifies. PDO is almost at NAV. Are there any other (usually calm) CEFs catching sudden premium contraction today"  
[X Link](https://x.com/iBladesi/status/1980307900506788086) [@iBladesi](/creator/x/iBladesi) 2025-10-20T16:19Z 2545 followers, 1307 engagements


"@Investor_NICK_ Nick u need an 8hr detox from bynd. 😭"  
[X Link](https://x.com/iBladesi/status/1980471148795297808) [@iBladesi](/creator/x/iBladesi) 2025-10-21T03:08Z 2545 followers, XXX engagements


"@jimdelisle yep I noticed that too. I wonder if they'll attempt to explain that away on earnings call. Will listen anyways. I do not touch agnc"  
[X Link](https://x.com/iBladesi/status/1980609109222207786) [@iBladesi](/creator/x/iBladesi) 2025-10-21T12:16Z 2545 followers, XXX engagements


"@linglingfool Penny is a little nicer to shareholders than ONIT. 🥹"  
[X Link](https://x.com/iBladesi/status/1980742522482602166) [@iBladesi](/creator/x/iBladesi) 2025-10-21T21:06Z 2545 followers, XX engagements


"@linglingfool I'll bet it's a bug on my end then. prob can't be located or something. not trying to short it now w/ it's mega weight to bynd"  
[X Link](https://x.com/iBladesi/status/1980757748494094717) [@iBladesi](/creator/x/iBladesi) 2025-10-21T22:07Z 2545 followers, XX engagements