#  @MuniBondz The Muni Guy The Muni Guy posts on X about $spyi, $brkb, $btci, $maxi the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::2821483881/interactions)  - [--] Week [-----] -28% - [--] Month [------] +353% - [--] Months [------] +16% - [--] Year [-------] +20% ### Mentions: [--] [#](/creator/twitter::2821483881/posts_active)  - [--] Month [--] -12% - [--] Months [---] +7.70% - [--] Year [---] +35% ### Followers: [-----] [#](/creator/twitter::2821483881/followers)  - [--] Week [-----] +0.17% - [--] Month [-----] +0.69% - [--] Months [-----] +5.20% - [--] Year [-----] +11% ### CreatorRank: [---------] [#](/creator/twitter::2821483881/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [countries](/list/countries) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) [celebrities](/list/celebrities) [social networks](/list/social-networks) [us election](/list/us-election) **Social topic influence** [$spyi](/topic/$spyi), [$brkb](/topic/$brkb), [$btci](/topic/$btci), [$maxi](/topic/$maxi), [$nem](/topic/$nem), [fed](/topic/fed), [money](/topic/money), [$spy](/topic/$spy), [$ibth](/topic/$ibth) #1, [$jepi](/topic/$jepi) **Top accounts mentioned or mentioned by** [@dimartinobooth](/creator/undefined) [@andrewhmpalmer](/creator/undefined) [@hedgeye](/creator/undefined) [@hedgeyereits](/creator/undefined) [@dataprobability](/creator/undefined) [@seanspicer](/creator/undefined) [@miketaylor1972](/creator/undefined) [@thousandairefx](/creator/undefined) [@truflation](/creator/undefined) [@trendwhizo](/creator/undefined) [@specialsitsnews](/creator/undefined) [@judyshel](/creator/undefined) [@fidelity](/creator/undefined) [@markhalperin](/creator/undefined) [@danturrentine](/creator/undefined) [@repthomasmassie](/creator/undefined) [@dampedspring](/creator/undefined) [@johnrkamprath](/creator/undefined) [@farrmacro](/creator/undefined) [@2waytvapp](/creator/undefined) **Top assets mentioned** [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Newmont Corporation (NEM)](/topic/$nem) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Bitcoin (BTC)](/topic/$btc) [Blackstone Secured Lending Fund (BXSL)](/topic/$bxsl) [SPDR GOLD ETF (GLD)](/topic/$gld) [NVIDIA Corp. (NVDA)](/topic/$nvda) [DisChain (DIS)](/topic/$dis) [Highstreet (HIGH)](/topic/$high) [Nuveen AMT-Free Quality Municipal Income Fund (NEA)](/topic/$nea) [GameStop, Corp. (GME)](/topic/$gme) [iShares BTC Trust (IBIT)](/topic/$ibit) [SPX6900 (SPX)](/topic/$spx) [Medical Properties Trust, Inc. (MPW)](/topic/$mpw) [Blocksquare (BST)](/topic/$bst) [British American Tobacco (BTI)](/topic/$bti) [Hertz Global Holdings, Inc Common Stock (HTZ)](/topic/hertz) [American Healthcare REIT, Inc. (AHR)](/topic/$ahr) [Uber Technologies, Inc. (UBER)](/topic/$uber) [DoorDash Inc. (DASH)](/topic/doordash) ### Top Social Posts Top posts by engagements in the last [--] hours "Selling your good loans at a steep discount is not a bullish signal its a signal of distress. $PACW Not advice" [X Link](https://x.com/MuniBondz/status/1660838759154307074) 2023-05-23T02:43Z [----] followers, [--] engagements "Well no $NVDA in my $ARKK short Thanks Cathie " [X Link](https://x.com/MuniBondz/status/1661539904570925057) 2023-05-25T01:09Z [----] followers, [--] engagements "@GavinGewecke I agree but it will take unemployment to tick higher IMO. As of now I question if its bearish vs neutral given the simplistic math I did. If you are 50% bullish/neutral of the underlying components I just cant get my head around how its a short. Maybe SARK vs SQQQ in MP" [X Link](https://x.com/MuniBondz/status/1661874381256114178) 2023-05-25T23:18Z [----] followers, [--] engagements "๐จ $RCL Float Alert So Mngt figured out there is no Fed pivot & increased minimum booking deposits again to earn some additional float. ๐ต Seems Royal Carribean is listening into the @HedgeyeRJM @Hedgeye Weekly Notebook review and finally purchased a spiral notebook ๐ " [X Link](https://x.com/MuniBondz/status/1664675234123743241) 2023-06-02T16:47Z [----] followers, [--] engagements "Very bearish for $DIS. Disclosure: I am long the stock. " [X Link](https://x.com/MuniBondz/status/1671838144042348545) 2023-06-22T11:18Z [----] followers, [---] engagements "@JackFarley96 Consider interviewing @truflation CEO. Real-time inflation data versus backwards looking" [X Link](https://x.com/MuniBondz/status/1682438790076309515) 2023-07-21T17:14Z [----] followers, [--] engagements "Inflation Data Real-time: @steveliesman Fixed Income traders are looking to Truflation website for real data. You might want to check it out" [X Link](https://x.com/MuniBondz/status/1683268540374106113) 2023-07-24T00:18Z [----] followers, [---] engagements "@trendwhizo No. They need to crash everything is increasing" [X Link](https://x.com/MuniBondz/status/1693632880109355304) 2023-08-21T14:35Z [----] followers, [---] engagements "@WallersWorld TM3 subscription that links to MuniCenter. Fidelity also has all MuniCenter offerings except new issues that have not closed. Once they close you can see them and bid. If I want something that has not closed I call the Fixed Income Desk and have them go get it" [X Link](https://x.com/MuniBondz/status/1700161856436855106) 2023-09-08T14:59Z [----] followers, [--] engagements "@AIMhonesty @rbradthomas @viceroyresearch @HedgeyeREITs Brad met with management personally to perform due diligence on behalf of his investors/followers. Now NAV is -52% YTD" [X Link](https://x.com/MuniBondz/status/1705967396207415764) 2023-09-24T15:28Z [----] followers, [--] engagements "Taxable Account Two-Year interest rate analysis. Taxes should be part of an analysis. Not advice calculate your own net yield. " [X Link](https://x.com/MuniBondz/status/1708504783714127973) 2023-10-01T15:30Z [----] followers, [--] engagements "Im going to @Corp_Raider99s upcoming Space. Will you join too" [X Link](https://x.com/MuniBondz/status/1709230640476942569) 2023-10-03T15:35Z [----] followers, [---] engagements "@Mike_Taylor1972 Good morning Mike thinking its time for a Twitter Space. Maybe an update to the shoes to drop notes. @thousandairefx would be a great moderator and @trendwhizo would be a great guest speaker. Thank you" [X Link](https://x.com/MuniBondz/status/1712098362504155297) 2023-10-11T13:30Z [----] followers, [----] engagements "Hedge Analysis. Not advice. $PFIX $MMIN $TLT " [X Link](https://x.com/MuniBondz/status/1723345187907236330) 2023-11-11T14:21Z [----] followers, [---] engagements "Hedging rates. $PFIX at $85 and .TNX at 4.44% around Sept. 22nd. Not advice. " [X Link](https://x.com/MuniBondz/status/1726948656727908634) 2023-11-21T13:00Z [----] followers, [---] engagements "Who pays your taxes That sexy MMK compounding over [--] years math does or does not take into account Uncle Sam Fidelity has a YTD option to search and export to excel your MMK interest earnings. Tax loss harvesting to commence. I did the math; it requires planning. Not advice. " [X Link](https://x.com/MuniBondz/status/1726952040264532368) 2023-11-21T13:13Z [----] followers, [---] engagements "Dropped again from 3.10%. Something to watch as we inch closer to the 12.22.2023 next CPI report although lagged. " [X Link](https://x.com/MuniBondz/status/1728407551123878163) 2023-11-25T13:37Z [----] followers, [---] engagements "๐จ Tomorrow is MMK interest payment day. Check those yields and in taxable accounts do not forget tax planning" [X Link](https://x.com/MuniBondz/status/1730399590992531532) 2023-12-01T01:33Z [----] followers, [---] engagements "๐ฅ Congrats to those long duration. CPI 12.12.2023. $TLT $PFIX Timing Matters. " [X Link](https://x.com/MuniBondz/status/1730671191168270478) 2023-12-01T19:32Z [----] followers, [---] engagements "๐ DCA of $PFIX initiated yesterday. Muni portfolio NAV now back to parity. 12.12.2023 CPI report defense. Not advice" [X Link](https://x.com/MuniBondz/status/1730934938491342929) 2023-12-02T13:00Z [----] followers, [---] engagements "Powell only cares about running off the balance sheet. Mission accomplished" [X Link](https://x.com/MuniBondz/status/1735032211278065917) 2023-12-13T20:21Z [----] followers, [---] engagements "@DdmbPro Needed to add just enough grease to thaw CRE market going into [----] and avoid an "event" that would derail the real plan" [X Link](https://x.com/MuniBondz/status/1737516647236227576) 2023-12-20T16:53Z [----] followers, [--] engagements "Fidelity SPAXX Money Market Return. YTD compounded is 4.33%. If you are underperforming reevaluate. " [X Link](https://x.com/MuniBondz/status/1737853337184395765) 2023-12-21T15:11Z [----] followers, [---] engagements "Loaned securities at 4.75% showed up today. I called and opted out a few months ago. A month later received an email asking to opt in. I did and this is the first loan. " [X Link](https://x.com/MuniBondz/status/1740910290123067662) 2023-12-30T01:38Z [----] followers, [---] engagements "@MarkBolha I dont disagree but did we miss out of anything I acknowledge I missed out on the [----] drawdown" [X Link](https://x.com/MuniBondz/status/1741160579153236360) 2023-12-30T18:13Z [----] followers, [--] engagements "@NotTheILGovenor This is for current/forward interest rate levels. It has a 97% correlation per QI Research backtesting" [X Link](https://x.com/anyuser/status/1741853700128227691) 2024-01-01T16:07Z [--] followers, [--] engagements "2.5 pounds of dark chocolate peanut M&Ms. The color blue is the largest allocation of colors. Not financial advice. " [X Link](https://x.com/MuniBondz/status/1742639402109521968) 2024-01-03T20:09Z [----] followers, [---] engagements "๐ฒArmchair Income Update. Added MMK position and noted accumulation is deployed periodically. % Return is included for increased transparency and accountability. No ATH bullshit the actual return. Not advice. " [X Link](https://x.com/anyuser/status/1743024160404603263) 2024-01-04T21:38Z [--] followers, [---] engagements "@HedgeyeREITs A call is in question. The key is did he own a position in the stock Are employees of @hedgeye allowed to do the same If no why is that" [X Link](https://x.com/MuniBondz/status/1743238259872870803) 2024-01-05T11:49Z [----] followers, [---] engagements "This is what a path to $0 looks like. $MPW " [X Link](https://x.com/anyuser/status/1743247808197476785) 2024-01-05T12:27Z [--] followers, [----] engagements "๐Best credit muni-fund I like is $MMIN insured bonds the underwriting requirements default to the most conservative areas. ๐Nov. [--] the 12-month low of $22.33 or a 4.10% yield. ๐Jan. [--] close was $24.50 or a 3.74% yield. ๐Price change of 9.72%. $TLT was 14.6%. ๐จNot advice" [X Link](https://x.com/MuniBondz/status/1743665336489009628) 2024-01-06T16:06Z [----] followers, [---] engagements "๐ฒArmchair Income Update: Did nothing. Up +16 basis points on the day. +8 basis points in dividend income received and added to $SPAXX. Notified my $HIGH position is being loaned out at 7.75% best of luck to the short seller and please dont pay me in pesos. ๐ " [X Link](https://x.com/anyuser/status/1745191307935461646) 2024-01-10T21:10Z [--] followers, [---] engagements "Geez. $PCT YTD. " [X Link](https://x.com/MuniBondz/status/1745247016945365071) 2024-01-11T00:51Z [----] followers, [---] engagements "๐ฒArmchair Income Update: Did nothing. [---] basis points on the day (was [---] early). $MODL declared a +1 basis point dividend. Will add $NOBL if it gets to $86. Short seller closed out their $HIGH borrow/short. Not advice. " [X Link](https://x.com/anyuser/status/1745565391500329036) 2024-01-11T21:56Z [--] followers, [---] engagements "๐ฒArmchair Income Update: Did nothing. +37 basis points today. Received a small dividend from $MAIN. I noticed $MODL was up +82 basis points and $SPY +7 basis points today. Something to noodle on as less work is good for The Muni Guy. Not advice. " [X Link](https://x.com/MuniBondz/status/1745949098509816278) 2024-01-12T23:21Z [----] followers, [---] engagements "@PositiveTheta88 Pure income. I see it as a rebalance scrap of some capital gains. However I did lower the position size when it had a 10% run. I was very bullish it would rally with the pinky swear FED pivot. Best of luck" [X Link](https://x.com/MuniBondz/status/1745978216995500280) 2024-01-13T01:17Z [----] followers, [--] engagements "@turtlespeed2020 ML is crazy. I had to check a lot of boxes to buy JEPI on Fidelity and now its the staple of those covered call premium funds" [X Link](https://x.com/MuniBondz/status/1747432083931419030) 2024-01-17T01:34Z [----] followers, [--] engagements "@LizAnnSonders @DataArbor Wonder what % New York and Los Angeles are" [X Link](https://x.com/MuniBondz/status/1747599735052018162) 2024-01-17T12:40Z [----] followers, [---] engagements "Good data point or factor for municipal bond underwriting At nearly 26% Detroit has overtaken Houston as metro with highest office vacancy rate in U.S. . Boston has maintained smallest rate at nearly 11% @DataArbor https://t.co/OW8KD3gLCp At nearly 26% Detroit has overtaken Houston as metro with highest office vacancy rate in U.S. . Boston has maintained smallest rate at nearly 11% @DataArbor https://t.co/OW8KD3gLCp" [X Link](https://x.com/MuniBondz/status/1747600102724718811) 2024-01-17T12:41Z [----] followers, [---] engagements "๐ฒArmchair Income: Did nothing broke [---] +35 basis points today. +609 ๐ฅ basis points since 11/27/23 $BXSL $SPYI paid +18 bpts in dividends. $HIGH $SVOL declared +8 bpts in dividends. ๐Always benchmark. Period. Not ever making that mistake again. " [X Link](https://x.com/MuniBondz/status/1750991607308984517) 2024-01-26T21:18Z [----] followers, [---] engagements "๐ฒArmchair Income Account: Did nothing. [---] basis points today. +586 basis points since 11/27/23 $BST $HIGH $SVOL paid +11 basis points into $SPAXX. MMK pays tomorrow. Need: $NOBL to $86 from $94.73 or -9.2%. $JEPI from $52 from $55.95 or -7.1%. " [X Link](https://x.com/MuniBondz/status/1752802377155924002) 2024-01-31T21:13Z [----] followers, [---] engagements "@trendwhizo Need to see if a high quality dividend option comes into play. :)" [X Link](https://x.com/MuniBondz/status/1754499855722877252) 2024-02-05T13:38Z [----] followers, [---] engagements "I am fine being made fun of. $BRKB $AAPL " [X Link](https://x.com/MuniBondz/status/1755214707323961653) 2024-02-07T12:59Z [----] followers, [---] engagements "@DiMartinoBooth @truflation It was transitory" [X Link](https://x.com/MuniBondz/status/1756784265201656121) 2024-02-11T20:56Z [----] followers, [----] engagements "๐CD List: Fidelity Monthly Pay Call Protected. " [X Link](https://x.com/MuniBondz/status/1759543073149739301) 2024-02-19T11:38Z [----] followers, [---] engagements "๐ Taxable Muni Example ๐ธ 6/1/2039 available (15 Years) ๐ธ 6/1/2033 callable (9 Years) ๐ธ 5.865% coupon ๐ธ 5.400% yield to call date ๐ธ AA Insured Baa1 Underlying ๐ธ State Income Tax Exempt ๐น Example on locking in 5%+ w/duration ๐จ Not advice. Example. " [X Link](https://x.com/MuniBondz/status/1759549791288090962) 2024-02-19T12:05Z [----] followers, [--] engagements "The best part of @hedgeye are the analysts period. A mock long ETF of ideas with yield and beta is a product I would purchase. 20-50 stocks you can acquire within a fractional share basket rebalance and adjust holdings a few times a year. Let selected companies grow & flourish" [X Link](https://x.com/MuniBondz/status/1760292155828945176) 2024-02-21T13:15Z [----] followers, [---] engagements "@VikasAgarwal44 @Hedgeye Former one here trying to share what my process needs and potentially others. Not a net neutral or hedged process rather a long only one that includes a measured dividend yield" [X Link](https://x.com/MuniBondz/status/1760327618027556897) 2024-02-21T15:36Z [----] followers, [--] engagements "@GD19_19 Thank you. Fidelity has an excel export option and I export then copy and paste the data into a spreadsheet usually each morning but always Saturday morning. The data is then used by lookup formulas (SumIf) to what you see. I dont see a need for the dividend tracker for me" [X Link](https://x.com/MuniBondz/status/1760465776224407937) 2024-02-22T00:45Z [----] followers, [--] engagements "@RWhitney @DiMartinoBooth Inflation was transitory. Even Mike Green concluded. From 2/15 QuickQuill Its entirely feasible that stocks have one last run. And as a QIPro subscriber I am running with the bulls here just armed with data deep deep deep in the weeds" [X Link](https://x.com/MuniBondz/status/1760865962880811444) 2024-02-23T03:15Z [----] followers, [----] engagements "@RWhitney @DiMartinoBooth If his colleague is correct then why write anything else than just that Its a settled finance debate from your judgeship position. Strike your gavel and end arguments Your Honor has spoken. From here risk adjusted alpha will be the metric of victory or defeat. My $ is on DDB" [X Link](https://x.com/MuniBondz/status/1760882971492381166) 2024-02-23T04:23Z [----] followers, [--] engagements "@SpeakerJohnson Not one Sunday political show covered the murder. Not one" [X Link](https://x.com/MuniBondz/status/1761880997891551696) 2024-02-25T22:28Z [----] followers, [---] engagements "SELL BREAKING: First-ever case of bird flu reported in Antarctica BREAKING: First-ever case of bird flu reported in Antarctica" [X Link](https://x.com/MuniBondz/status/1761885713530835142) 2024-02-25T22:47Z [----] followers, [---] engagements "๐ช Armchair Income Intraday allocation changes and rebalancing. ๐ to $BRKB +14% YTD thanks Mr. Buffett didnt want to have to a lot of work to generate alpha. +4.81% YTD so far " [X Link](https://x.com/MuniBondz/status/1763594804573671628) 2024-03-01T15:59Z [----] followers, [---] engagements "@jwbartelt Didnt get a response. However its pretty small. Clearly trying to time a return to a normal yield curve" [X Link](https://x.com/MuniBondz/status/1763947978316816878) 2024-03-02T15:22Z [----] followers, [--] engagements "๐ฒArmchair Income Distribution Announcements: Woke up to a number of distribution announcements on Fidelity. See below and attached for the details. $ARRC 9.3842% $BST 8.0472% $CSWC 10.1064% $MODL 1.2963% " [X Link](https://x.com/MuniBondz/status/1766462372837810465) 2024-03-09T13:53Z [----] followers, [----] engagements "๐ฒArmchair Income: Placed a GTC limit on RITM/PB and went about my day. +9 basis points with $MO being the top performer. Total Return matters" [X Link](https://x.com/MuniBondz/status/1767289190666944842) 2024-03-11T20:39Z [----] followers, [---] engagements "๐ฒArmchair Income: ๐ธ Sold $DISO ๐ธ Rotated the 1% to $BRKB ๐ธ Rebalanced ๐ธ 30% Cash in $SPAXX $FFHRX ๐ธ Noodling going into FED week ๐น Not Advice" [X Link](https://x.com/MuniBondz/status/1768665028683608216) 2024-03-15T15:46Z [----] followers, [--] engagements "๐ฒArmchair Income Weekly: ๐นSold $DISO. Increased $BRKB. ๐ธ-24 bpts for week ๐ธ+526 bpts YTD. ๐ธ+829 bpts since 11/27/23. ๐ธBeta is [----]. ๐Distributions received of +4 bpts. ๐ธ Do not drink the Total Return does not matter Kool-Aid. ๐น Enjoy the weekend. Go Wildcats " [X Link](https://x.com/MuniBondz/status/1768729992832180471) 2024-03-15T20:04Z [----] followers, [--] engagements "REITs: Working through @HedgeyeREITs Active Long list for income ideas. ๐ Seeing a 6%+ yield candidate. A lot of @Hedgeye subscribers would benefit from a long-term TAIL cash flow portfolio. More to come as I work through. Please consider re-tweeting this. ๐ฒ๐" [X Link](https://x.com/MuniBondz/status/1769832726876578223) 2024-03-18T21:06Z [----] followers, [----] engagements "๐ฒArmchair Income: $MO was a 9% yielding timely add a few weeks ago. " [X Link](https://x.com/MuniBondz/status/1770491194834891233) 2024-03-20T16:42Z [----] followers, [---] engagements "๐ฒArmchair Income ๐ฏ Hedgeye REIT Income Not a bad day for @HedgyeREITs " [X Link](https://x.com/MuniBondz/status/1770543517284151636) 2024-03-20T20:10Z [----] followers, [---] engagements "Remember when everyone was pricing in the cut early From today's Saturday Intelligence Briefing from @DiMartinoBooth discussing and positioning for the current mirage. "As I said a year ago all Powell had to do was make it through the March FOMC without cutting rates to round the track past Paul Volckers record stretch of High for Long. Why pray tell isnt anyone breaking out the champagne at the finish line"" [X Link](https://x.com/MuniBondz/status/1771549999010041935) 2024-03-23T14:50Z [----] followers, 16.4K engagements "๐ฏHedgeye REIT Income: ๐น Did nothing. ๐ธ +110 bpts for week. ๐ธ Beta is [----]. ๐ธ Announced distributions of +50 bpts. " [X Link](https://x.com/MuniBondz/status/1771552745096347909) 2024-03-23T15:01Z [----] followers, [--] engagements "The first [--] bpt meaningless cut while the balance sheet roll off continues in the background and Congress paralyzed.๐ @MuniBondz @DiMartinoBooth What markets expect the least is that the first cut is likely to be the trigger for the correction. Given the revisions to the data it will come something like [--] quarters too late and the MMF outflows will produce the long awaited credit crunch. @MuniBondz @DiMartinoBooth What markets expect the least is that the first cut is likely to be the trigger for the correction. Given the revisions to the data it will come something like [--] quarters too late" [X Link](https://x.com/MuniBondz/status/1771591715578663252) 2024-03-23T17:35Z [----] followers, [---] engagements "@AndrewHMPalmer @samplrl My largest concern is impact to smaller businesses and having to hire additional employees to insure compliance. You layer on multiple government mandates such as this and we kill the smaller and create monopolies with the larger. Maybe its already occurred; large cap prices" [X Link](https://x.com/MuniBondz/status/1773324219985559649) 2024-03-28T12:20Z [----] followers, [--] engagements "Muh @Hedgeye @HedgeyeREITs REIT portfolio is +358 basis points in [--] days. ๐ฅ Happy Easter Simone Family. " [X Link](https://x.com/MuniBondz/status/1773376210195587146) 2024-03-28T15:46Z [----] followers, [---] engagements "Mike Green: Why is Bitcoin or stock prices rising Because Boomers who are benefitting from the Fed's interest rate largesse are buying them with money provided from Fed interest hikes Inelastic markets with inflows go up. It's really that simple" [X Link](https://x.com/MuniBondz/status/1774489520823488734) 2024-03-31T17:30Z [----] followers, [---] engagements "๐ Muni Yields: ๐ธ Yields got smoked yesterday +10 basis points in areas which is a very large daily move for this market. ๐ธ See inversion at 1YR versus 6YR at [--] basis points. " [X Link](https://x.com/MuniBondz/status/1775529513515970647) 2024-04-03T14:23Z [----] followers, [---] engagements "Closed $BMN position. Basis was $23.68. Will try and return again" [X Link](https://x.com/MuniBondz/status/1775603993638588450) 2024-04-03T19:19Z [----] followers, [---] engagements "This gold run might be a lot more than safe haven positioning. Looking like a canary each day. Another reason I think BRK/B folks are simply smarter than just me paired with a subscription service needing fee income to keep the lights on and employees paid. No tribe SHILL here" [X Link](https://x.com/MuniBondz/status/1775707943352021465) 2024-04-04T02:12Z [----] followers, [---] engagements "๐ฒArmchair Income: ๐ธ 1% DCA at the close. ๐ธ 58% cash. ๐ธ 7% dividend yield. " [X Link](https://x.com/MuniBondz/status/1775978975023468704) 2024-04-04T20:09Z [----] followers, [---] engagements "๐ฒArmchair Income Weekly: ๐น Lowered beta into tax season. ๐ธ [---] bpts for week. ( $SPY [---] ) ๐ธ +654 bpts YTD. ๐ธ +961 bpts since 11/27/23. ๐ธ Beta is down to [----]. ๐ธ Dividend yield is 7.13%. ๐ Distributions received of +11 bpts. #Dividends #PassiveIncome #Yield " [X Link](https://x.com/MuniBondz/status/1776345711891632137) 2024-04-05T20:26Z [----] followers, [--] engagements "@dampedspring Here. Individual (no funds) with taxable equivalent yields of 7-8% a 4% coupon 7-10 years of call protection and limited to essential service" [X Link](https://x.com/MuniBondz/status/1776948445556682984) 2024-04-07T12:21Z [----] followers, [----] engagements "@MuniBlondes Does AGM or BAM insure the structure or does the bank credit risk keep them away" [X Link](https://x.com/MuniBondz/status/1777134534917538064) 2024-04-08T00:41Z [----] followers, [---] engagements "Update on $MMIN: ๐ธ See underlying credit ratings below (insured). ๐ธ $0.08076 X [--] = [-------] / $23.90 = 4.05% / (100 - 0.35) = 6.24% TEY. ๐ธ YTD low on Friday. ๐ธ $22.37 is [--] month low (4.33%). ๐ธ 4.20% is FMV looking at primary market spreads to MMD ($23.07). ๐นNot advice. " [X Link](https://x.com/MuniBondz/status/1777142144983031917) 2024-04-08T01:11Z [----] followers, [---] engagements "@RepAndyBarr Disappointed with your FISA vote. They can get a warrant. -A Constituent" [X Link](https://x.com/MuniBondz/status/1779241028047851742) 2024-04-13T20:11Z [----] followers, [--] engagements "This ETF decision by @Fidelity to stick their retail customers with $100 fees reminds me when Coca-Cola in [----] thought it was a good idea to change the secret formula. #CorporateBlunder " [X Link](https://x.com/MuniBondz/status/1780763877736620095) 2024-04-18T01:02Z [----] followers, [---] engagements "@AndrewHMPalmer @Fidelity ๐คฃ Who knew they wanted to be a modern Robinhood. " [X Link](https://x.com/MuniBondz/status/1780928216607215627) 2024-04-18T11:55Z [----] followers, [--] engagements "@JohnRKamprath @AndrewHMPalmer @Fidelity Even Radio Shack was once a "forever" company. " [X Link](https://x.com/MuniBondz/status/1780975285388689677) 2024-04-18T15:02Z [----] followers, [--] engagements "๐ Monthly pay CD update from Fidelity offerings. " [X Link](https://x.com/MuniBondz/status/1780979452106699258) 2024-04-18T15:19Z [----] followers, [---] engagements "@JohnRKamprath @AndrewHMPalmer @Fidelity @SimplifyAsstMgt My thinking too. So I purchase in my Fidelity Basket (that I pay $5 a month for) $100 for a $20 purchase of $SVOL. Seems incredibly stupid to me" [X Link](https://x.com/MuniBondz/status/1780982034711691742) 2024-04-18T15:29Z [----] followers, [--] engagements "Anyone long $SMCI here Ouch of a day. " [X Link](https://x.com/MuniBondz/status/1781468556556705906) 2024-04-19T23:42Z [----] followers, [---] engagements "People can cheer all they want today while ignoring the inability to repay all this debt. Until one day when the dollar is worth a peso and pensions do not cover retirement expenses will they realize the error of forever fiscal imbalances and wars" [X Link](https://x.com/MuniBondz/status/1781771728126988656) 2024-04-20T19:47Z [----] followers, [---] engagements "The price of Gold versus the US Dollar YTD. The math is the math and I hope people become more aware of this. " [X Link](https://x.com/MuniBondz/status/1782021912937324719) 2024-04-21T12:21Z [----] followers, [---] engagements "hIghER foR LoNGeR. sTaGFlaTIon. ๐ค" [X Link](https://x.com/MuniBondz/status/1783476370917458156) 2024-04-25T12:41Z [----] followers, [---] engagements "@AndrewHMPalmer @Intr0vert77 That and (1) lower default risk and (2) call protection versus corporate bonds which are usually callable at anytime not make whole" [X Link](https://x.com/MuniBondz/status/1783868450114326735) 2024-04-26T14:39Z [----] followers, [--] engagements "@OtherSide_AM I see a mental health sabbatical in her future" [X Link](https://x.com/MuniBondz/status/1784332558827733485) 2024-04-27T21:23Z [----] followers, [---] engagements "@trendwhizo ๐ฏ and Muni Bond yields should stay elevated until mid-December. ๐" [X Link](https://x.com/MuniBondz/status/1784360840247791754) 2024-04-27T23:15Z [----] followers, [---] engagements "๐ฒ Armchair Income Update: ๐ธ +18 basis points of dividends this morning. ๐ธ $AFT $ADRC $BST $HIGH $MO $SVOL Paid. ๐ธ 44.3% in Money Markets. ๐ธ Beta [----]. ๐น Happy Kentucky Derby week. ๐ " [X Link](https://x.com/MuniBondz/status/1785290485558358387) 2024-04-30T12:49Z [----] followers, [--] engagements "@HedgeyeREITs @Steward But Brad did a face to face due diligence meeting and concluded everything was OK. Wait They gave him exclusive access" [X Link](https://x.com/MuniBondz/status/1787798617450824016) 2024-05-07T10:56Z [----] followers, [---] engagements "Increased overall position in $BRKB. Looking to see $420 again. While I might be confident at certain things managing stocks better than Buffett et al is not amongst them. $JEPI is back in trim territory at $56.60 today. Not advice" [X Link](https://x.com/MuniBondz/status/1787905649088528763) 2024-05-07T18:01Z [----] followers, [---] engagements "๐ฒ Armchair Income: ๐ธ Deployed some cash today. ๐ธ Adjusted Funds to Stocks to 3/1 from 4/1. ๐ธ Overweight $BRKB willing to add more. ๐น Good luck everyone. " [X Link](https://x.com/MuniBondz/status/1788313679806468517) 2024-05-08T21:03Z [----] followers, [---] engagements "Gold $IAUM was my third best performer today. REITs #1/#2" [X Link](https://x.com/MuniBondz/status/1788764603037454543) 2024-05-10T02:54Z [----] followers, [---] engagements "The FED might raise rates The FED is not going to raise rates Congress to continue Fiscal Spending. Nothing has changed. #sTAgfLAtIon " [X Link](https://x.com/MuniBondz/status/1788915077170524647) 2024-05-10T12:52Z [----] followers, [---] engagements "@marcuslemonis I 100% believe in you and your vision. Stocks are often mis-priced but revert in time. Stopped by Key Lime Pie Co. in April. My Wife still talks about your influence there. Cheers from Kentucky" [X Link](https://x.com/MuniBondz/status/1789688237046284789) 2024-05-12T16:05Z [----] followers, [---] engagements "A CEO that takes the time to reply to a retain investor tweet I have to be long. Something feels special here. ๐ $BYON @MuniBondz Yes but we have so much room for improvement on the available market. @MuniBondz Yes but we have so much room for improvement on the available market" [X Link](https://x.com/MuniBondz/status/1789690962878283948) 2024-05-12T16:15Z [----] followers, [---] engagements "Fidelity $GME shares available. " [X Link](https://x.com/MuniBondz/status/1790056376368062802) 2024-05-13T16:27Z [----] followers, [---] engagements "Updated. $GME . Fidelity $GME shares available. . https://t.co/pjOWFN9VH2 Fidelity $GME shares available. . https://t.co/pjOWFN9VH2" [X Link](https://x.com/MuniBondz/status/1790059007522013332) 2024-05-13T16:38Z [----] followers, [---] engagements "Fidelity is out of shares of $GME to short. . Updated. $GME . https://t.co/VAmwwHpe9j Updated. $GME . https://t.co/VAmwwHpe9j" [X Link](https://x.com/MuniBondz/status/1790067747390382256) 2024-05-13T17:13Z [----] followers, [---] engagements "After Hours on $GME. These are not the droids youre looking for move along ๐น" [X Link](https://x.com/MuniBondz/status/1790175936207364138) 2024-05-14T00:22Z [----] followers, [---] engagements "@AIMhonesty Really like your work but kind of confused on this one. Dont really understand why you would care. Perhaps you are short. I have no position in either stock just entertainment" [X Link](https://x.com/MuniBondz/status/1790487796408324293) 2024-05-14T21:02Z [----] followers, [---] engagements "@farrmacro All my college finance books are irrelevant now. I will say a cash flow stream has withstood the test of time" [X Link](https://x.com/MuniBondz/status/1790728755490455993) 2024-05-15T12:59Z [----] followers, [---] engagements "๐ฒ Armchair Income: ๐ธ [---] basis points today. ๐ธ Adjusted $SPAXX and $FFRHX to 15% each. ๐ธ Rounded up most other positions. ๐ I like yield. ๐ ๐ธ $SPY [---] basis points today. ๐ป ๐ Everyone have a nice evening. ๐ ๐น Not advice" [X Link](https://x.com/MuniBondz/status/1791197583773511861) 2024-05-16T20:02Z [----] followers, [--] engagements "๐ฒ Armchair Income Research: For those that have been following my portfolio started by learning from the YouTube channel and eventually part of the online group. His portfolio was recently made available and I am including below. Do your own due diligence. " [X Link](https://x.com/MuniBondz/status/1791477347910049801) 2024-05-17T14:34Z [----] followers, [---] engagements "๐ฒ Armchair Income Weekly: ๐ธ +33 basis points today. ๐ธ +78 basis points this week. ๐ธ Return +8.94% YTD +12.08% [--] Months. ๐ฅ ๐ธ Portfolio rebalanced. Added $SIVR Monday. ๐น Not advice do your own due diligence. ๐ Total Return matters/required. ๐ฏ ๐ Enjoy the weekend. " [X Link](https://x.com/MuniBondz/status/1791561811508036084) 2024-05-17T20:09Z [----] followers, [--] engagements "@PeterSchiff The Sunday podcasts have been invaluable. Really like the historical conversion of the cost of the DOW [--] to the number of ounces of Gold. Much appreciated. ๐" [X Link](https://x.com/MuniBondz/status/1791820915459649726) 2024-05-18T13:19Z [----] followers, [---] engagements "Despite @hertz Key West manager submitting a refund request below April 19th admitting I was frivolously charged my CC was rebilled today. The online support over X was great and got them to address the obvious error but there has been absolutely zero follow through since" [X Link](https://x.com/MuniBondz/status/1793453091448057893) 2024-05-23T01:25Z [----] followers, [---] engagements "Terrible $MPW due diligence" [X Link](https://x.com/MuniBondz/status/1795145507498598635) 2024-05-27T17:30Z [----] followers, [---] engagements "๐ฒ Armchair Income: ๐ธ [---] basis points today. ๐ธ Added: $BTI $MSFT $MSFY ๐ธ Reweighted & reorganized positions. ๐ธ $FFRHX beta adjusted to [----] better source found. ๐ธ Portfolio beta is [----]. ๐ธ Portfolio yield is 7.5%. ๐น $SIVR did a ๐ today. Position is +13%. " [X Link](https://x.com/MuniBondz/status/1795546171236081664) 2024-05-28T20:02Z [----] followers, [--] engagements "8 weeks a CC dispute and on the eve of a small claims court filing @hertz refunded the erroneous charge saying I dropped the car off [--] hours after I rented it & at another airport. The service over X via DM was excellent. Cannot say enough good things about this team" [X Link](https://x.com/MuniBondz/status/1795784909493088258) 2024-05-29T11:51Z [----] followers, [---] engagements "๐ฒ Armchair Income: ๐ธ Did nothing. ๐ธ +17 basis points today. ๐ธ $BTI +2.26% today. ๐น Dividends paying tomorrow: $AFT $ARDC $BST $HIGH $SVOL $FFRHX $SPAXX " [X Link](https://x.com/MuniBondz/status/1796283512464564685) 2024-05-30T20:52Z [----] followers, [--] engagements "REITs mostly performed best today in the portfolio" [X Link](https://x.com/MuniBondz/status/1796710292451148229) 2024-06-01T01:08Z [----] followers, [---] engagements "๐ฒ Armchair Income Weekly: ๐ธ +0.44% in dividends received. ๐ ๐ธ +0.64% this week. ๐ธ +8.75% YTD. ๐ฅ $AHR is +7.28%. Simone = ๐ ๐น Watching $SVOL this month for dips under $22.25.๐ ๐จ Not advice. Do your own due diligence" [X Link](https://x.com/MuniBondz/status/1796886460290777578) 2024-06-01T12:48Z [----] followers, [--] engagements "Need some volatility but very ready to get my $SVOL on in a big way. Do your own due diligence. $0.30/$22.00=1.36%" [X Link](https://x.com/MuniBondz/status/1797448459869421724) 2024-06-03T02:01Z [----] followers, [---] engagements "Muni Bonds: $20MM bond sale #1 today received [--] bids" [X Link](https://x.com/MuniBondz/status/1798752295548592130) 2024-06-06T16:22Z [----] followers, [----] engagements "CD Rates: If the FED cuts in [----] money market rates will go down. Longest monthly pay non-callable CD list. " [X Link](https://x.com/MuniBondz/status/1800511668545347728) 2024-06-11T12:53Z [----] followers, [----] engagements "๐ฒ Armchair Income: ๐ธ Yield at 7.50%. ๐ ๐ธ Beta [----]. ๐ณ ๐ธ Do your own due diligence. ๐ ๐น Best of luck to everyone. ๐ " [X Link](https://x.com/MuniBondz/status/1801622562645942364) 2024-06-14T14:27Z [----] followers, [--] engagements "Supplies for our High Schools Math Science and Technology Center MSTC in Lexington Kentucky. The program is turning out our future innovators. Win $1000 to shop @Overstock Must RT and tell me what you would buy Ill pick [--] #OverstockCrazyGoodDeals https://t.co/VjqNXp17di Win $1000 to shop @Overstock Must RT and tell me what you would buy Ill pick [--] #OverstockCrazyGoodDeals https://t.co/VjqNXp17di" [X Link](https://x.com/MuniBondz/status/1802141200083730942) 2024-06-16T00:48Z [----] followers, [---] engagements "Dividend Yield and % from [--] Week High. " [X Link](https://x.com/MuniBondz/status/1802765004355367217) 2024-06-17T18:07Z [----] followers, [---] engagements "๐ฒ Armchair Income: ๐ธ Did nothing. Watered a lot of plants. ๐ธ +21 basis points. ๐ Looks like an ATH. ๐น Do your own due diligence. ๐น I only understand Munis. ๐น Still blocked. ๐ Hey best of luck this week. " [X Link](https://x.com/MuniBondz/status/1802809898834567291) 2024-06-17T21:05Z [----] followers, [--] engagements "๐ฒ Armchair Income ๐ธ Lowered $SPAXX cash. ๐ธ Increased yield to 8%. ๐ธ Silver +3.85% today +8.5% since added. ๐ธ Do your own due diligence. ๐น +9.23% YTD. ๐ Good luck everyone and still blocked. " [X Link](https://x.com/MuniBondz/status/1803882792725459259) 2024-06-20T20:09Z [----] followers, [--] engagements "๐ฒ Armchair Income Weekly ๐ฅ ATH +9.20% YTD. ๐ ๐ธ +12.35% in [--] months. ๐ ๐ธ +7 basis points today. ๐ธ +31 basis points this week. ๐ธ Increased yield to 8.0%. ๐ฐ ๐น Am I doing this right ๐ โ ๐น Do your own due diligence. ๐ ๐น Muni = Blocked. ๐ข " [X Link](https://x.com/MuniBondz/status/1804252576151671008) 2024-06-21T20:38Z [----] followers, [--] engagements "Thank you. A couple things: 1) If this is in a taxable account a State bond you live it would be State income tax exempt if there is a tax 2) because the structure is less understood the liquidity it lower and 3) this is a nice option to lock in a higher money market level rate before the FED cuts. [--] is really my overall thoughts. Obviously everyones individual situation is different. Best of luck" [X Link](https://x.com/MuniBondz/status/1804482253080141836) 2024-06-22T11:51Z [----] followers, [--] engagements "Muni Bonds: Update on the bond I found on Friday. Little known structure nationally. A way to lock in a taxable yield for at least [--] years. There are tax-exempt bonds too. Not investment advice helping to learn how municipal bonds work. Source: Fidelity. " [X Link](https://x.com/MuniBondz/status/1805227878004453632) 2024-06-24T13:14Z [----] followers, [----] engagements "Dividend Yield and $COWZ ETF: Some like the free cash flow methodology of the fund. Took the holdings and put into Seeking Alpha. Here are the top yielding companies the fund owns. Not advice. " [X Link](https://x.com/MuniBondz/status/1805252068250198189) 2024-06-24T14:50Z [----] followers, [---] engagements "๐ฒ Armchair Income: ๐ธ Added 1.2% $MAXI position. ๐ธ +51 basis points intraday. ๐น Not advice" [X Link](https://x.com/MuniBondz/status/1805257941127188868) 2024-06-24T15:13Z [----] followers, [---] engagements "So @DiMartinoBooth if Freddie Mac guarantees second mortgages people with a home can roll their credit card and buy now pay later debt and extend and pretend all over again https://www.fhfa.gov/news/statement/statement-of-director-sandra-l.-thompson-on-the-conditional-approval-of-the-freddie-mac-second https://www.fhfa.gov/news/statement/statement-of-director-sandra-l.-thompson-on-the-conditional-approval-of-the-freddie-mac-second" [X Link](https://x.com/MuniBondz/status/1805272209662820374) 2024-06-24T16:10Z [----] followers, 13.9K engagements "CD Rates: Fidelity Monthly Pay Non-Callable list. Much less than when I last posted. The 24-month monthly pay Wells Fargo at 5.05% is no longer at this time. " [X Link](https://x.com/MuniBondz/status/1805284366635106556) 2024-06-24T16:58Z [----] followers, [---] engagements "๐ฒ Armchair Income ๐ธ BREAKING: All. Time. High. ๐ธ +33 basis points. ๐ธ +9.52% YTD. ๐ธ Added $MAXI. Tired of not being in $BTC #BTC. ๐ธ Do not be an idiot & mimic this portfolio. You will just jinx it. ๐" [X Link](https://x.com/MuniBondz/status/1805332547741589639) 2024-06-24T20:09Z [----] followers, [--] engagements "The Chevron Deference decision we wait. #SCOTUS will release opinions in July for the first time since its [----] term where it announced one on July [--]. The courts website has been updated to show Monday July [--] as an opinion day. It may or may not be the last. Theres still [--] cases that need to be decided. https://t.co/ANZ0DyPea5 #SCOTUS will release opinions in July for the first time since its [----] term where it announced one on July [--]. The courts website has been updated to show Monday July [--] as an opinion day. It may or may not be the last. Theres still [--] cases that need to be decided." [X Link](https://x.com/MuniBondz/status/1806359192057331865) 2024-06-27T16:09Z [----] followers, [---] engagements "@Hedgeye @BostonGlobe @OCCRP Steward always has been the Alter Ego of $MPW. Said it from day one when the irregular financial relationship was discussed by @HedgeyeREITs" [X Link](https://x.com/MuniBondz/status/1808271256061448574) 2024-07-02T22:47Z [----] followers, [----] engagements "๐ฒ Armchair Income: Topped off $MAXI at the open. Income being put to work on a cruise. Posts will be hit or miss for next week. Cheers" [X Link](https://x.com/MuniBondz/status/1809222512997216697) 2024-07-05T13:47Z [----] followers, [----] engagements "๐ฒ Armchair Income Intraday ๐ธ Got $WPC +3.73% yielding 6.3% ๐ป Cheers from The Swizzle Inn . ๐ธ Dividends are fun to spend" [X Link](https://x.com/MuniBondz/status/1811415671265546472) 2024-07-11T15:02Z [----] followers, [--] engagements "@trendwhizo @bsurveillance But if he chose Taylor Swift think of the epic rallies" [X Link](https://x.com/MuniBondz/status/1812938448850067896) 2024-07-15T19:53Z [----] followers, [--] engagements "๐ฒ Armchair Income Home w/Covid ๐ฆ ๐น +22 basis points today. ๐น Rebalanced $MAXI. ๐น Do not worry my doctor is the best. Portfolio safe. " [X Link](https://x.com/MuniBondz/status/1812986975047283064) 2024-07-15T23:05Z [----] followers, [---] engagements "๐ฒ Armchair Income Update ๐น +77 basis points this week. ๐น +12.68% YTD. Beta is [----]. ๐น $BRKB is +10% since June 13th. ๐น $AHR is +11% since June 14th. Credit @HedgeyeREITs ๐น Do your own due diligence. " [X Link](https://x.com/MuniBondz/status/1813941615746228633) 2024-07-18T14:19Z [----] followers, [--] engagements "QI Pro client here. This was a very good interview with @DiMartinoBooth and worth the time. https://youtu.be/EMJpSo-AXDIsi=Mye6go5qsj3o59tW https://youtu.be/EMJpSo-AXDIsi=Mye6go5qsj3o59tW" [X Link](https://x.com/MuniBondz/status/1814692112102740083) 2024-07-20T16:01Z [----] followers, [---] engagements "Nelson Peltz walked away when $DIS was 32% higher than today. Peltz was right" [X Link](https://x.com/MuniBondz/status/1815871336964911367) 2024-07-23T22:07Z [----] followers, [---] engagements "Doubled $MO to 1%. $3.92 / $48.00 = 8.167%. Do your own due diligence. Not advice" [X Link](https://x.com/MuniBondz/status/1818651263485063643) 2024-07-31T14:13Z [----] followers, [---] engagements "@iocmedia Lets just hope your total incompetence doesnt lead to someone in the hospital" [X Link](https://x.com/MuniBondz/status/1819189575757050310) 2024-08-02T01:52Z [----] followers, [---] engagements "@DiMartinoBooth @lyft Had same with a taxi. If you give one star that driver will be banned from driving you again" [X Link](https://x.com/MuniBondz/status/1819195029815988226) 2024-08-02T02:14Z [----] followers, [----] engagements "FED Rate Cut: There are [--] days between the FOMC September [--] and November [--] meetings. Wait [--] days versus a political backlash and potential retribution. There will be no September cut is my opinion" [X Link](https://x.com/MuniBondz/status/1820075049522520507) 2024-08-04T12:31Z [----] followers, [----] engagements "@fake_grantham Probably adding but time is an investors friend. I have more compassion for first time Bitcoin holders sold the $100000 a coin narrative to buy into ETFs" [X Link](https://x.com/MuniBondz/status/1820431602339422708) 2024-08-05T12:08Z [----] followers, [--] engagements "FED Rate Cut: Next CPI print is August 14th (12 days). Powell will not allow his legacy to be Authur F. Burns. Since Nov. [--] to Jun [--] measly [---] gain. cc: @FedGuy12 might disagree. . FED Rate Cut: There are [--] days between the FOMC September [--] and November [--] meetings. Wait [--] days versus a political backlash and potential retribution. There will be no September cut is my opinion. FED Rate Cut: There are [--] days between the FOMC September [--] and November [--] meetings. Wait [--] days versus a political backlash and potential retribution. There will be no September cut is my opinion" [X Link](https://x.com/MuniBondz/status/1820472877851800019) 2024-08-05T14:52Z [----] followers, [---] engagements "@AndrewHMPalmer My second Genie wish will be to allow you to make every FOMC rate decision for the next [--] months. ๐ฅ" [X Link](https://x.com/MuniBondz/status/1820477285927198906) 2024-08-05T15:09Z [----] followers, [--] engagements "FED Rate Cut: Next CPI print is August 14th (12 days). Powell will not allow his legacy to be Authur F. Burns. Since Nov. [--] to Jun [--] a measly [---] gain. . FED Rate Cut: There are [--] days between the FOMC September [--] and November [--] meetings. Wait [--] days versus a political backlash and potential retribution. There will be no September cut is my opinion. FED Rate Cut: There are [--] days between the FOMC September [--] and November [--] meetings. Wait [--] days versus a political backlash and potential retribution. There will be no September cut is my opinion" [X Link](https://x.com/MuniBondz/status/1820480354647486470) 2024-08-05T15:21Z [----] followers, [---] engagements "๐ฒ Armchair Income ๐ธ Results below. ๐ธ Never been more concerned about hedging risks before. ๐ธ $NANC $KRUZ " [X Link](https://x.com/MuniBondz/status/1821117135000605007) 2024-08-07T09:32Z [----] followers, [---] engagements "This dinner is paid for by $JEPI. ๐" [X Link](https://x.com/MuniBondz/status/1836887420643463216) 2024-09-19T21:57Z [----] followers, [---] engagements "I have been canceled by an inferior athlete perhaps even a non-athlete. Thank you to those that stood up for me. To the enablers good luck with karma" [X Link](https://x.com/MuniBondz/status/1841261752471695669) 2024-10-01T23:39Z [----] followers, [---] engagements "Follow me if you want to monitor Armchair Income. I see @DataProbability listed who is a friend. Lets debate your statement and/or position. Dont pivot on me our mutual friend can moderate. In his head rent free for the rest of the night. Going through my TL like heart broken teenager In his head rent free for the rest of the night. Going through my TL like heart broken teenager" [X Link](https://x.com/MuniBondz/status/1841303828089422286) 2024-10-02T02:26Z [----] followers, [---] engagements "๐ฒArmchair Income Weekly: ๐ฅ All Time High. ๐น Battled back to a +11 basis points week. ๐น +15.89% YTD +19.23% since Nov. 27th. ๐น Beta of only [----]. ๐น Core $JEPI at $59.46. ๐น $KMI +15.94% since Aug. 29th add. ๐ต Our community has [---] members now. โค ๐ Enjoy the weekend " [X Link](https://x.com/MuniBondz/status/1844836333027463511) 2024-10-11T20:23Z [----] followers, [---] engagements "https://x.com/i/spaces/1vAxROdlbaVKl https://x.com/i/spaces/1vAxROdlbaVKl" [X Link](https://x.com/MuniBondz/status/1845859906265477468) 2024-10-14T16:11Z [----] followers, [---] engagements "๐ฒArmchair Income: ๐น +24 basis points today. ๐น Added: $BST $EICC $GECCH. ๐น Added to: $BXSL Topped Off: $BTI $MO. ๐น Yield to 6.2%. Beta to [----]. ๐น $JEPI at $59.71 (137 holdings btw). " [X Link](https://x.com/MuniBondz/status/1845919658479951971) 2024-10-14T20:08Z [----] followers, [---] engagements "๐ฒArmchair Income - Mobile Bay of Biscay: Added $CLCO $GNK $SB. Do your own due diligence. Sprinkling. https://seekingalpha.com/author/kd-research/analysis https://seekingalpha.com/author/kd-research/analysis" [X Link](https://x.com/MuniBondz/status/1848376768178131084) 2024-10-21T14:52Z [----] followers, [---] engagements "@Liz_Cheney Go serve in Ukraine. #MyChildrenAreNotAvailableForYourWars" [X Link](https://x.com/MuniBondz/status/1852722534346641538) 2024-11-02T14:40Z [----] followers, [--] engagements "So if [----] of $DOGE goes from $0.40 to $5000 this is worth $17500000 " [X Link](https://x.com/MuniBondz/status/1857125361105998155) 2024-11-14T18:16Z [----] followers, [---] engagements "@realannapaulina @mattgaetz @AmbJohnBolton My two children are not available for this neocon. Go away forever we voted for change" [X Link](https://x.com/MuniBondz/status/1857433827070623838) 2024-11-15T14:41Z [----] followers, [--] engagements "How many shares of $JEPI do you need to retire comfortably" [X Link](https://x.com/MuniBondz/status/1858334108184711418) 2024-11-18T02:19Z [----] followers, [--] engagements "@thomasg_grizzle @BidAskResearch The misconception of $JEPI is the underlying portfolio and it being birthed during QE. Its focus was to provide income with the least amount of equity volatility. I wish people beta adjusted total returns. The strategy was in use long before the ETF version" [X Link](https://x.com/MuniBondz/status/1858543444240540097) 2024-11-18T16:11Z [----] followers, [--] engagements "๐ฒ Armchair Income [---] ATH +20.60% over [---] Days (Leap Year). $JEPI to $59.91. ๐ฅ Dividends late next week. Low Beta High Yield = Underrated. $JEPQ increase only move this week. ๐ฅฑ ๐ซ Thank you for following. " [X Link](https://x.com/MuniBondz/status/1859709206456369518) 2024-11-21T21:23Z [----] followers, [---] engagements "๐ฒ Armchair Income [---] - Weekly Need to free up my largest IRA. Created this in an HSA account. November 1st will be the start date. Good luck this week " [X Link](https://x.com/MuniBondz/status/1860718277443395616) 2024-11-24T16:13Z [----] followers, [--] engagements "Here is a $MAXI update from the Portfolio Manager to the Armchair Income Channel. Some additional comments on $BTC " [X Link](https://x.com/MuniBondz/status/1860868987938054457) 2024-11-25T02:11Z [----] followers, [---] engagements "Muniland: Feb. 1st was the best day in the primary market in [----] IMO. Today $MMIN shows a nice move in this world as supply slowly slows into the second week of December. " [X Link](https://x.com/MuniBondz/status/1861106409842028953) 2024-11-25T17:55Z [----] followers, [---] engagements "$JEPI dividend announcement. Look at your basis and calculate your yield. " [X Link](https://x.com/MuniBondz/status/1862630597597843723) 2024-11-29T22:51Z [----] followers, [---] engagements "$JEPQ dividend announcement. Looks like about 10.5%. $JEPI looks like 8% at basis. " [X Link](https://x.com/MuniBondz/status/1862665749157855309) 2024-11-30T01:11Z [----] followers, [----] engagements "@DiMartinoBooth Avoid CA municipal bonds" [X Link](https://x.com/MuniBondz/status/1862965303191212037) 2024-11-30T21:01Z [----] followers, [---] engagements "Armchair Income WDW: Added nibbles to $BXSL $PFFA $RQI" [X Link](https://x.com/MuniBondz/status/1863673561778384970) 2024-12-02T19:56Z [----] followers, [--] engagements "Reading how awesome some subscription sellers are at calling crypto. Kinda thinking about the totality of all the calls made. Including but not limited to the percentage of MIN/MID/MAX allocation to ALL tickers as opposed to the tweeted selected. Sincerely Mr. Cancelled" [X Link](https://x.com/MuniBondz/status/1865224744556986739) 2024-12-07T02:40Z [----] followers, [---] engagements "Crypto Bro's looking for $BTC Armchair Income. See link to latest video below on how the ETFs work and their yields. $MAXI $BTCI $YBTC $YBIT $MSTY $BITO $MSTR https://youtu.be/mqY2wtdrkfUsi=ZL8oWLP7I1OVVs5R https://youtu.be/mqY2wtdrkfUsi=ZL8oWLP7I1OVVs5R" [X Link](https://x.com/MuniBondz/status/1865857060555899039) 2024-12-08T20:32Z [----] followers, [---] engagements "If I figured something out regarding the future path of the financial markets I would keep it to myself and leverage trades for family gain. What I wouldnt do is get on a podcast and talk about it" [X Link](https://x.com/MuniBondz/status/1865924079171125303) 2024-12-09T00:59Z [----] followers, [---] engagements "The FED was never restrictive. It lost the battle with a 2% inflation target. They will continue to ease rates regardless. They have lost. They have surrendered. Family is on the gold standard" [X Link](https://x.com/MuniBondz/status/1867924989045060055) 2024-12-14T13:29Z [----] followers, [---] engagements "@TURitch22 Once Sure you mean you got caught once. You played when Kodak and Polaroid were cutting edge" [X Link](https://x.com/MuniBondz/status/1868126060489097409) 2024-12-15T02:48Z [----] followers, [--] engagements "๐ฒ Armchair Income [---] - HSA Preparing for January contribution. +6 basis points today. Highlighted below. Made many moves. Might nibble on $MAXI tomorrow. Good luck this week. ๐ Buy low. Sell high. Collect income in-between. " [X Link](https://x.com/MuniBondz/status/1868764656418144462) 2024-12-16T21:06Z [----] followers, [---] engagements "Overall: Rebalanced equities to targets pre-market. Added some $CLOZ at the close. Watching ThousandAireFX signals. Not investment advice do your own research. " [X Link](https://x.com/MuniBondz/status/1869852473898479976) 2024-12-19T21:09Z [----] followers, [---] engagements "๐ฒ Armchair Income [---] - HSA Weekly -1.56% on the week. Dividends forthcoming. I did add a nibble to $MAXI. $JEPI at $58.20 feels like a victory. Have a great weekend. " [X Link](https://x.com/MuniBondz/status/1870226085390234110) 2024-12-20T21:53Z [----] followers, [---] engagements "๐ Overall Portfolio - Current Positioning ๐น Cash - Rotate in/out Equities. ๐น Gold - Our Govt loves us. ๐น Munis - At MAX. ๐น Beta = [----]. ๐น Not investment advice. " [X Link](https://x.com/MuniBondz/status/1870475364310385122) 2024-12-21T14:24Z [----] followers, [--] engagements "@AndrewHMPalmer @thousandairefx @mauldinecon @StocktonKatie Tactical Allocation ETF List from SA. " [X Link](https://x.com/MuniBondz/status/1870483550098821204) 2024-12-21T14:56Z [----] followers, [--] engagements "Happy Monday" [X Link](https://x.com/MuniBondz/status/1871188443931521368) 2024-12-23T13:37Z [----] followers, [--] engagements "Happy Christmas Eve $MAXI = ๐ด. $SPYI = ๐ข. " [X Link](https://x.com/MuniBondz/status/1871547730147017091) 2024-12-24T13:25Z [----] followers, [--] engagements "Wow. Kinda disrespectful to Union Workers. NEW: Teamsters president says Kamala Harris could only answer [--] of their [--] questions before arrogantly saying she was going to win with or without you. Worst candidate in history. Sean O'Brien says Harris waved her finger in their faces before the incident. Theres [--] https://t.co/tDKu8EQnOo NEW: Teamsters president says Kamala Harris could only answer [--] of their [--] questions before arrogantly saying she was going to win with or without you. Worst candidate in history. Sean O'Brien says Harris waved her finger in their faces before the incident." [X Link](https://x.com/MuniBondz/status/1871608692749303855) 2024-12-24T17:27Z [----] followers, [---] engagements "@OtherSide_AM @GovKathyHochul She needs to ride the subway for a week at night without any law enforcement protection" [X Link](https://x.com/MuniBondz/status/1871744079937384558) 2024-12-25T02:25Z [----] followers, [--] engagements "Overall Portfolio- In Flight โ: Nibbled [--] basis points on equities in overall accounts. Not advice. $BXSL $PBDC $JEPI $JEPQ $SPYI. Remember no one knows anything" [X Link](https://x.com/MuniBondz/status/1872698504117928377) 2024-12-27T17:38Z [----] followers, [--] engagements "We return to the site of the Il Mulino crime scene with the kids. Armchair Income distributions in full flight. ๐ " [X Link](https://x.com/MuniBondz/status/1872797473288376545) 2024-12-28T00:11Z [----] followers, [---] engagements "๐ฒOverall Portfolio - Mobile ๐ข Small [--] bpts nibbles yesterday. A lot of dividends coming next week. Enjoy the weekend. " [X Link](https://x.com/MuniBondz/status/1872998273906294864) 2024-12-28T13:29Z [----] followers, [--] engagements "This is a good sign for high quality Municipal Bonds. Not the s*it they put in most ETFs/Funds I see. Hope we have an ongoing rally into [----]. " [X Link](https://x.com/MuniBondz/status/1873764518649880906) 2024-12-30T16:14Z [----] followers, [--] engagements "Overall Portfolio๐ข: Nibbled on $JEPI $JEPQ $SPYI $STWD just after the open. Added $GLDI as it seems Gold is waiting for the next directional event and I am too lazy to write OTM options to generate income. Watch $MMIN for bonds. Not advice do your own research. " [X Link](https://x.com/MuniBondz/status/1873826630541717510) 2024-12-30T20:20Z [----] followers, [---] engagements "๐ฒArmchair Income: Lots of dividends hit the account this morning. $SPAXX $FFRHX $CLOX $CLOZ $MAXI $PBDC" [X Link](https://x.com/MuniBondz/status/1874404999641579823) 2025-01-01T10:39Z [----] followers, [---] engagements "๐ฒArmchair Income [---] HSA: 2% $CSWC order on the close set. +13 basis points intraday. Not investment advice do your own due diligence. No one knows anything if they did they wouldnt sell it to you via a subscription. The Jedi mind trick is getting you to believe" [X Link](https://x.com/MuniBondz/status/1875194337207951698) 2025-01-03T14:55Z [----] followers, [---] engagements "@seanspicer @chiproytx Byron Donalds please" [X Link](https://x.com/MuniBondz/status/1875248348925776319) 2025-01-03T18:30Z [----] followers, [---] engagements "Mike Johnson sold out America First. As much as he was an unknown commodity when he was elected as a DEFAULT there are numerous unknown commodities available" [X Link](https://x.com/MuniBondz/status/1875252127519613166) 2025-01-03T18:45Z [----] followers, [---] engagements "@seanspicer Byron Donalds. Mike Johnson has done nothing to be something other than the original default choice he was. There are other defaults available. Mike Johnson sold out America First" [X Link](https://x.com/MuniBondz/status/1875254900499837189) 2025-01-03T18:56Z [----] followers, [---] engagements "BYRON DONALDS @ByronDonalds for Speaker" [X Link](https://x.com/MuniBondz/status/1875255515166732698) 2025-01-03T18:58Z [----] followers, [---] engagements "@realannapaulina He is not MAGA" [X Link](https://x.com/MuniBondz/status/1875274357540581781) 2025-01-03T20:13Z [----] followers, [--] engagements "๐ฒ Armchair Income [---] - HSA Good start to [----]. Added $CSWC at the close beta is [----]. Need to slowly allocate the cash balance. Happy weekend Back tomorrow. " [X Link](https://x.com/MuniBondz/status/1875302798990176651) 2025-01-03T22:06Z [----] followers, [--] engagements "๐ฒ Armchair Income [---] HSA Increased certain positions. Yield is 7.34%. Beta is [----]. Cash is 42% but a lot in CLOs. " [X Link](https://x.com/MuniBondz/status/1876282053962121626) 2025-01-06T14:57Z [----] followers, [--] engagements "Taxable Insured Municipal Zero-Coupon Bonds. Outside of uninsured I cannot think of a less desired structure right now. " [X Link](https://x.com/MuniBondz/status/1878828748839272772) 2025-01-13T15:37Z [----] followers, [---] engagements "These people manage $MMIN. Very short and to the point. https://podcasts.apple.com/us/podcast/the-muni-360-podcast-from-new-york-life-investments/id1606444214i=1000683440785 https://podcasts.apple.com/us/podcast/the-muni-360-podcast-from-new-york-life-investments/id1606444214i=1000683440785" [X Link](https://x.com/MuniBondz/status/1879003536282767389) 2025-01-14T03:12Z [----] followers, [---] engagements "Trimmed $MAXI down" [X Link](https://x.com/MuniBondz/status/1879564356364710270) 2025-01-15T16:20Z [----] followers, [---] engagements "๐ Overall Portfolio - Changes Added to $JEPI (lower beta). Reduced $JEPQ $SPYI (higher beta). Added to $BXSL $CSWC $PBDC $PFFA $RQI Equities overall the same just re-weighting. +1.59% YTD. Good luck ๐ " [X Link](https://x.com/MuniBondz/status/1880296988773871858) 2025-01-17T16:51Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@MuniBondz The Muni GuyThe Muni Guy posts on X about $spyi, $brkb, $btci, $maxi the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance stocks cryptocurrencies technology brands countries currencies travel destinations celebrities social networks us election
Social topic influence $spyi, $brkb, $btci, $maxi, $nem, fed, money, $spy, $ibth #1, $jepi
Top accounts mentioned or mentioned by @dimartinobooth @andrewhmpalmer @hedgeye @hedgeyereits @dataprobability @seanspicer @miketaylor1972 @thousandairefx @truflation @trendwhizo @specialsitsnews @judyshel @fidelity @markhalperin @danturrentine @repthomasmassie @dampedspring @johnrkamprath @farrmacro @2waytvapp
Top assets mentioned Berkshire Hathaway Inc Class B (BRK.B) Newmont Corporation (NEM) SPDR S&P [---] ETF Trust (SPY) Bitcoin (BTC) Blackstone Secured Lending Fund (BXSL) SPDR GOLD ETF (GLD) NVIDIA Corp. (NVDA) DisChain (DIS) Highstreet (HIGH) Nuveen AMT-Free Quality Municipal Income Fund (NEA) GameStop, Corp. (GME) iShares BTC Trust (IBIT) SPX6900 (SPX) Medical Properties Trust, Inc. (MPW) Blocksquare (BST) British American Tobacco (BTI) Hertz Global Holdings, Inc Common Stock (HTZ) American Healthcare REIT, Inc. (AHR) Uber Technologies, Inc. (UBER) DoorDash Inc. (DASH)
Top posts by engagements in the last [--] hours
"Selling your good loans at a steep discount is not a bullish signal its a signal of distress. $PACW Not advice"
X Link 2023-05-23T02:43Z [----] followers, [--] engagements
"Well no $NVDA in my $ARKK short Thanks Cathie "
X Link 2023-05-25T01:09Z [----] followers, [--] engagements
"@GavinGewecke I agree but it will take unemployment to tick higher IMO. As of now I question if its bearish vs neutral given the simplistic math I did. If you are 50% bullish/neutral of the underlying components I just cant get my head around how its a short. Maybe SARK vs SQQQ in MP"
X Link 2023-05-25T23:18Z [----] followers, [--] engagements
"๐จ $RCL Float Alert So Mngt figured out there is no Fed pivot & increased minimum booking deposits again to earn some additional float. ๐ต Seems Royal Carribean is listening into the @HedgeyeRJM @Hedgeye Weekly Notebook review and finally purchased a spiral notebook ๐ "
X Link 2023-06-02T16:47Z [----] followers, [--] engagements
"Very bearish for $DIS. Disclosure: I am long the stock. "
X Link 2023-06-22T11:18Z [----] followers, [---] engagements
"@JackFarley96 Consider interviewing @truflation CEO. Real-time inflation data versus backwards looking"
X Link 2023-07-21T17:14Z [----] followers, [--] engagements
"Inflation Data Real-time: @steveliesman Fixed Income traders are looking to Truflation website for real data. You might want to check it out"
X Link 2023-07-24T00:18Z [----] followers, [---] engagements
"@trendwhizo No. They need to crash everything is increasing"
X Link 2023-08-21T14:35Z [----] followers, [---] engagements
"@WallersWorld TM3 subscription that links to MuniCenter. Fidelity also has all MuniCenter offerings except new issues that have not closed. Once they close you can see them and bid. If I want something that has not closed I call the Fixed Income Desk and have them go get it"
X Link 2023-09-08T14:59Z [----] followers, [--] engagements
"@AIMhonesty @rbradthomas @viceroyresearch @HedgeyeREITs Brad met with management personally to perform due diligence on behalf of his investors/followers. Now NAV is -52% YTD"
X Link 2023-09-24T15:28Z [----] followers, [--] engagements
"Taxable Account Two-Year interest rate analysis. Taxes should be part of an analysis. Not advice calculate your own net yield. "
X Link 2023-10-01T15:30Z [----] followers, [--] engagements
"Im going to @Corp_Raider99s upcoming Space. Will you join too"
X Link 2023-10-03T15:35Z [----] followers, [---] engagements
"@Mike_Taylor1972 Good morning Mike thinking its time for a Twitter Space. Maybe an update to the shoes to drop notes. @thousandairefx would be a great moderator and @trendwhizo would be a great guest speaker. Thank you"
X Link 2023-10-11T13:30Z [----] followers, [----] engagements
"Hedge Analysis. Not advice. $PFIX $MMIN $TLT "
X Link 2023-11-11T14:21Z [----] followers, [---] engagements
"Hedging rates. $PFIX at $85 and .TNX at 4.44% around Sept. 22nd. Not advice. "
X Link 2023-11-21T13:00Z [----] followers, [---] engagements
"Who pays your taxes That sexy MMK compounding over [--] years math does or does not take into account Uncle Sam Fidelity has a YTD option to search and export to excel your MMK interest earnings. Tax loss harvesting to commence. I did the math; it requires planning. Not advice. "
X Link 2023-11-21T13:13Z [----] followers, [---] engagements
"Dropped again from 3.10%. Something to watch as we inch closer to the 12.22.2023 next CPI report although lagged. "
X Link 2023-11-25T13:37Z [----] followers, [---] engagements
"๐จ Tomorrow is MMK interest payment day. Check those yields and in taxable accounts do not forget tax planning"
X Link 2023-12-01T01:33Z [----] followers, [---] engagements
"๐ฅ Congrats to those long duration. CPI 12.12.2023. $TLT $PFIX Timing Matters. "
X Link 2023-12-01T19:32Z [----] followers, [---] engagements
"๐ DCA of $PFIX initiated yesterday. Muni portfolio NAV now back to parity. 12.12.2023 CPI report defense. Not advice"
X Link 2023-12-02T13:00Z [----] followers, [---] engagements
"Powell only cares about running off the balance sheet. Mission accomplished"
X Link 2023-12-13T20:21Z [----] followers, [---] engagements
"@DdmbPro Needed to add just enough grease to thaw CRE market going into [----] and avoid an "event" that would derail the real plan"
X Link 2023-12-20T16:53Z [----] followers, [--] engagements
"Fidelity SPAXX Money Market Return. YTD compounded is 4.33%. If you are underperforming reevaluate. "
X Link 2023-12-21T15:11Z [----] followers, [---] engagements
"Loaned securities at 4.75% showed up today. I called and opted out a few months ago. A month later received an email asking to opt in. I did and this is the first loan. "
X Link 2023-12-30T01:38Z [----] followers, [---] engagements
"@MarkBolha I dont disagree but did we miss out of anything I acknowledge I missed out on the [----] drawdown"
X Link 2023-12-30T18:13Z [----] followers, [--] engagements
"@NotTheILGovenor This is for current/forward interest rate levels. It has a 97% correlation per QI Research backtesting"
X Link 2024-01-01T16:07Z [--] followers, [--] engagements
"2.5 pounds of dark chocolate peanut M&Ms. The color blue is the largest allocation of colors. Not financial advice. "
X Link 2024-01-03T20:09Z [----] followers, [---] engagements
"๐ฒArmchair Income Update. Added MMK position and noted accumulation is deployed periodically. % Return is included for increased transparency and accountability. No ATH bullshit the actual return. Not advice. "
X Link 2024-01-04T21:38Z [--] followers, [---] engagements
"@HedgeyeREITs A call is in question. The key is did he own a position in the stock Are employees of @hedgeye allowed to do the same If no why is that"
X Link 2024-01-05T11:49Z [----] followers, [---] engagements
"This is what a path to $0 looks like. $MPW "
X Link 2024-01-05T12:27Z [--] followers, [----] engagements
"๐Best credit muni-fund I like is $MMIN insured bonds the underwriting requirements default to the most conservative areas. ๐Nov. [--] the 12-month low of $22.33 or a 4.10% yield. ๐Jan. [--] close was $24.50 or a 3.74% yield. ๐Price change of 9.72%. $TLT was 14.6%. ๐จNot advice"
X Link 2024-01-06T16:06Z [----] followers, [---] engagements
"๐ฒArmchair Income Update: Did nothing. Up +16 basis points on the day. +8 basis points in dividend income received and added to $SPAXX. Notified my $HIGH position is being loaned out at 7.75% best of luck to the short seller and please dont pay me in pesos. ๐ "
X Link 2024-01-10T21:10Z [--] followers, [---] engagements
"Geez. $PCT YTD. "
X Link 2024-01-11T00:51Z [----] followers, [---] engagements
"๐ฒArmchair Income Update: Did nothing. [---] basis points on the day (was [---] early). $MODL declared a +1 basis point dividend. Will add $NOBL if it gets to $86. Short seller closed out their $HIGH borrow/short. Not advice. "
X Link 2024-01-11T21:56Z [--] followers, [---] engagements
"๐ฒArmchair Income Update: Did nothing. +37 basis points today. Received a small dividend from $MAIN. I noticed $MODL was up +82 basis points and $SPY +7 basis points today. Something to noodle on as less work is good for The Muni Guy. Not advice. "
X Link 2024-01-12T23:21Z [----] followers, [---] engagements
"@PositiveTheta88 Pure income. I see it as a rebalance scrap of some capital gains. However I did lower the position size when it had a 10% run. I was very bullish it would rally with the pinky swear FED pivot. Best of luck"
X Link 2024-01-13T01:17Z [----] followers, [--] engagements
"@turtlespeed2020 ML is crazy. I had to check a lot of boxes to buy JEPI on Fidelity and now its the staple of those covered call premium funds"
X Link 2024-01-17T01:34Z [----] followers, [--] engagements
"@LizAnnSonders @DataArbor Wonder what % New York and Los Angeles are"
X Link 2024-01-17T12:40Z [----] followers, [---] engagements
"Good data point or factor for municipal bond underwriting At nearly 26% Detroit has overtaken Houston as metro with highest office vacancy rate in U.S. . Boston has maintained smallest rate at nearly 11% @DataArbor https://t.co/OW8KD3gLCp At nearly 26% Detroit has overtaken Houston as metro with highest office vacancy rate in U.S. . Boston has maintained smallest rate at nearly 11% @DataArbor https://t.co/OW8KD3gLCp"
X Link 2024-01-17T12:41Z [----] followers, [---] engagements
"๐ฒArmchair Income: Did nothing broke [---] +35 basis points today. +609 ๐ฅ basis points since 11/27/23 $BXSL $SPYI paid +18 bpts in dividends. $HIGH $SVOL declared +8 bpts in dividends. ๐Always benchmark. Period. Not ever making that mistake again. "
X Link 2024-01-26T21:18Z [----] followers, [---] engagements
"๐ฒArmchair Income Account: Did nothing. [---] basis points today. +586 basis points since 11/27/23 $BST $HIGH $SVOL paid +11 basis points into $SPAXX. MMK pays tomorrow. Need: $NOBL to $86 from $94.73 or -9.2%. $JEPI from $52 from $55.95 or -7.1%. "
X Link 2024-01-31T21:13Z [----] followers, [---] engagements
"@trendwhizo Need to see if a high quality dividend option comes into play. :)"
X Link 2024-02-05T13:38Z [----] followers, [---] engagements
"I am fine being made fun of. $BRKB $AAPL "
X Link 2024-02-07T12:59Z [----] followers, [---] engagements
"@DiMartinoBooth @truflation It was transitory"
X Link 2024-02-11T20:56Z [----] followers, [----] engagements
"๐CD List: Fidelity Monthly Pay Call Protected. "
X Link 2024-02-19T11:38Z [----] followers, [---] engagements
"๐ Taxable Muni Example ๐ธ 6/1/2039 available (15 Years) ๐ธ 6/1/2033 callable (9 Years) ๐ธ 5.865% coupon ๐ธ 5.400% yield to call date ๐ธ AA Insured Baa1 Underlying ๐ธ State Income Tax Exempt ๐น Example on locking in 5%+ w/duration ๐จ Not advice. Example. "
X Link 2024-02-19T12:05Z [----] followers, [--] engagements
"The best part of @hedgeye are the analysts period. A mock long ETF of ideas with yield and beta is a product I would purchase. 20-50 stocks you can acquire within a fractional share basket rebalance and adjust holdings a few times a year. Let selected companies grow & flourish"
X Link 2024-02-21T13:15Z [----] followers, [---] engagements
"@VikasAgarwal44 @Hedgeye Former one here trying to share what my process needs and potentially others. Not a net neutral or hedged process rather a long only one that includes a measured dividend yield"
X Link 2024-02-21T15:36Z [----] followers, [--] engagements
"@GD19_19 Thank you. Fidelity has an excel export option and I export then copy and paste the data into a spreadsheet usually each morning but always Saturday morning. The data is then used by lookup formulas (SumIf) to what you see. I dont see a need for the dividend tracker for me"
X Link 2024-02-22T00:45Z [----] followers, [--] engagements
"@RWhitney @DiMartinoBooth Inflation was transitory. Even Mike Green concluded. From 2/15 QuickQuill Its entirely feasible that stocks have one last run. And as a QIPro subscriber I am running with the bulls here just armed with data deep deep deep in the weeds"
X Link 2024-02-23T03:15Z [----] followers, [----] engagements
"@RWhitney @DiMartinoBooth If his colleague is correct then why write anything else than just that Its a settled finance debate from your judgeship position. Strike your gavel and end arguments Your Honor has spoken. From here risk adjusted alpha will be the metric of victory or defeat. My $ is on DDB"
X Link 2024-02-23T04:23Z [----] followers, [--] engagements
"@SpeakerJohnson Not one Sunday political show covered the murder. Not one"
X Link 2024-02-25T22:28Z [----] followers, [---] engagements
"SELL BREAKING: First-ever case of bird flu reported in Antarctica BREAKING: First-ever case of bird flu reported in Antarctica"
X Link 2024-02-25T22:47Z [----] followers, [---] engagements
"๐ช Armchair Income Intraday allocation changes and rebalancing. ๐ to $BRKB +14% YTD thanks Mr. Buffett didnt want to have to a lot of work to generate alpha. +4.81% YTD so far "
X Link 2024-03-01T15:59Z [----] followers, [---] engagements
"@jwbartelt Didnt get a response. However its pretty small. Clearly trying to time a return to a normal yield curve"
X Link 2024-03-02T15:22Z [----] followers, [--] engagements
"๐ฒArmchair Income Distribution Announcements: Woke up to a number of distribution announcements on Fidelity. See below and attached for the details. $ARRC 9.3842% $BST 8.0472% $CSWC 10.1064% $MODL 1.2963% "
X Link 2024-03-09T13:53Z [----] followers, [----] engagements
"๐ฒArmchair Income: Placed a GTC limit on RITM/PB and went about my day. +9 basis points with $MO being the top performer. Total Return matters"
X Link 2024-03-11T20:39Z [----] followers, [---] engagements
"๐ฒArmchair Income: ๐ธ Sold $DISO ๐ธ Rotated the 1% to $BRKB ๐ธ Rebalanced ๐ธ 30% Cash in $SPAXX $FFHRX ๐ธ Noodling going into FED week ๐น Not Advice"
X Link 2024-03-15T15:46Z [----] followers, [--] engagements
"๐ฒArmchair Income Weekly: ๐นSold $DISO. Increased $BRKB. ๐ธ-24 bpts for week ๐ธ+526 bpts YTD. ๐ธ+829 bpts since 11/27/23. ๐ธBeta is [----]. ๐Distributions received of +4 bpts. ๐ธ Do not drink the Total Return does not matter Kool-Aid. ๐น Enjoy the weekend. Go Wildcats "
X Link 2024-03-15T20:04Z [----] followers, [--] engagements
"REITs: Working through @HedgeyeREITs Active Long list for income ideas. ๐ Seeing a 6%+ yield candidate. A lot of @Hedgeye subscribers would benefit from a long-term TAIL cash flow portfolio. More to come as I work through. Please consider re-tweeting this. ๐ฒ๐"
X Link 2024-03-18T21:06Z [----] followers, [----] engagements
"๐ฒArmchair Income: $MO was a 9% yielding timely add a few weeks ago. "
X Link 2024-03-20T16:42Z [----] followers, [---] engagements
"๐ฒArmchair Income ๐ฏ Hedgeye REIT Income Not a bad day for @HedgyeREITs "
X Link 2024-03-20T20:10Z [----] followers, [---] engagements
"Remember when everyone was pricing in the cut early From today's Saturday Intelligence Briefing from @DiMartinoBooth discussing and positioning for the current mirage. "As I said a year ago all Powell had to do was make it through the March FOMC without cutting rates to round the track past Paul Volckers record stretch of High for Long. Why pray tell isnt anyone breaking out the champagne at the finish line""
X Link 2024-03-23T14:50Z [----] followers, 16.4K engagements
"๐ฏHedgeye REIT Income: ๐น Did nothing. ๐ธ +110 bpts for week. ๐ธ Beta is [----]. ๐ธ Announced distributions of +50 bpts. "
X Link 2024-03-23T15:01Z [----] followers, [--] engagements
"The first [--] bpt meaningless cut while the balance sheet roll off continues in the background and Congress paralyzed.๐ @MuniBondz @DiMartinoBooth What markets expect the least is that the first cut is likely to be the trigger for the correction. Given the revisions to the data it will come something like [--] quarters too late and the MMF outflows will produce the long awaited credit crunch. @MuniBondz @DiMartinoBooth What markets expect the least is that the first cut is likely to be the trigger for the correction. Given the revisions to the data it will come something like [--] quarters too late"
X Link 2024-03-23T17:35Z [----] followers, [---] engagements
"@AndrewHMPalmer @samplrl My largest concern is impact to smaller businesses and having to hire additional employees to insure compliance. You layer on multiple government mandates such as this and we kill the smaller and create monopolies with the larger. Maybe its already occurred; large cap prices"
X Link 2024-03-28T12:20Z [----] followers, [--] engagements
"Muh @Hedgeye @HedgeyeREITs REIT portfolio is +358 basis points in [--] days. ๐ฅ Happy Easter Simone Family. "
X Link 2024-03-28T15:46Z [----] followers, [---] engagements
"Mike Green: Why is Bitcoin or stock prices rising Because Boomers who are benefitting from the Fed's interest rate largesse are buying them with money provided from Fed interest hikes Inelastic markets with inflows go up. It's really that simple"
X Link 2024-03-31T17:30Z [----] followers, [---] engagements
"๐ Muni Yields: ๐ธ Yields got smoked yesterday +10 basis points in areas which is a very large daily move for this market. ๐ธ See inversion at 1YR versus 6YR at [--] basis points. "
X Link 2024-04-03T14:23Z [----] followers, [---] engagements
"Closed $BMN position. Basis was $23.68. Will try and return again"
X Link 2024-04-03T19:19Z [----] followers, [---] engagements
"This gold run might be a lot more than safe haven positioning. Looking like a canary each day. Another reason I think BRK/B folks are simply smarter than just me paired with a subscription service needing fee income to keep the lights on and employees paid. No tribe SHILL here"
X Link 2024-04-04T02:12Z [----] followers, [---] engagements
"๐ฒArmchair Income: ๐ธ 1% DCA at the close. ๐ธ 58% cash. ๐ธ 7% dividend yield. "
X Link 2024-04-04T20:09Z [----] followers, [---] engagements
"๐ฒArmchair Income Weekly: ๐น Lowered beta into tax season. ๐ธ [---] bpts for week. ( $SPY [---] ) ๐ธ +654 bpts YTD. ๐ธ +961 bpts since 11/27/23. ๐ธ Beta is down to [----]. ๐ธ Dividend yield is 7.13%. ๐ Distributions received of +11 bpts. #Dividends #PassiveIncome #Yield "
X Link 2024-04-05T20:26Z [----] followers, [--] engagements
"@dampedspring Here. Individual (no funds) with taxable equivalent yields of 7-8% a 4% coupon 7-10 years of call protection and limited to essential service"
X Link 2024-04-07T12:21Z [----] followers, [----] engagements
"@MuniBlondes Does AGM or BAM insure the structure or does the bank credit risk keep them away"
X Link 2024-04-08T00:41Z [----] followers, [---] engagements
"Update on $MMIN: ๐ธ See underlying credit ratings below (insured). ๐ธ $0.08076 X [--] = [-------] / $23.90 = 4.05% / (100 - 0.35) = 6.24% TEY. ๐ธ YTD low on Friday. ๐ธ $22.37 is [--] month low (4.33%). ๐ธ 4.20% is FMV looking at primary market spreads to MMD ($23.07). ๐นNot advice. "
X Link 2024-04-08T01:11Z [----] followers, [---] engagements
"@RepAndyBarr Disappointed with your FISA vote. They can get a warrant. -A Constituent"
X Link 2024-04-13T20:11Z [----] followers, [--] engagements
"This ETF decision by @Fidelity to stick their retail customers with $100 fees reminds me when Coca-Cola in [----] thought it was a good idea to change the secret formula. #CorporateBlunder "
X Link 2024-04-18T01:02Z [----] followers, [---] engagements
"@AndrewHMPalmer @Fidelity ๐คฃ Who knew they wanted to be a modern Robinhood. "
X Link 2024-04-18T11:55Z [----] followers, [--] engagements
"@JohnRKamprath @AndrewHMPalmer @Fidelity Even Radio Shack was once a "forever" company. "
X Link 2024-04-18T15:02Z [----] followers, [--] engagements
"๐ Monthly pay CD update from Fidelity offerings. "
X Link 2024-04-18T15:19Z [----] followers, [---] engagements
"@JohnRKamprath @AndrewHMPalmer @Fidelity @SimplifyAsstMgt My thinking too. So I purchase in my Fidelity Basket (that I pay $5 a month for) $100 for a $20 purchase of $SVOL. Seems incredibly stupid to me"
X Link 2024-04-18T15:29Z [----] followers, [--] engagements
"Anyone long $SMCI here Ouch of a day. "
X Link 2024-04-19T23:42Z [----] followers, [---] engagements
"People can cheer all they want today while ignoring the inability to repay all this debt. Until one day when the dollar is worth a peso and pensions do not cover retirement expenses will they realize the error of forever fiscal imbalances and wars"
X Link 2024-04-20T19:47Z [----] followers, [---] engagements
"The price of Gold versus the US Dollar YTD. The math is the math and I hope people become more aware of this. "
X Link 2024-04-21T12:21Z [----] followers, [---] engagements
"hIghER foR LoNGeR. sTaGFlaTIon. ๐ค"
X Link 2024-04-25T12:41Z [----] followers, [---] engagements
"@AndrewHMPalmer @Intr0vert77 That and (1) lower default risk and (2) call protection versus corporate bonds which are usually callable at anytime not make whole"
X Link 2024-04-26T14:39Z [----] followers, [--] engagements
"@OtherSide_AM I see a mental health sabbatical in her future"
X Link 2024-04-27T21:23Z [----] followers, [---] engagements
"@trendwhizo ๐ฏ and Muni Bond yields should stay elevated until mid-December. ๐"
X Link 2024-04-27T23:15Z [----] followers, [---] engagements
"๐ฒ Armchair Income Update: ๐ธ +18 basis points of dividends this morning. ๐ธ $AFT $ADRC $BST $HIGH $MO $SVOL Paid. ๐ธ 44.3% in Money Markets. ๐ธ Beta [----]. ๐น Happy Kentucky Derby week. ๐ "
X Link 2024-04-30T12:49Z [----] followers, [--] engagements
"@HedgeyeREITs @Steward But Brad did a face to face due diligence meeting and concluded everything was OK. Wait They gave him exclusive access"
X Link 2024-05-07T10:56Z [----] followers, [---] engagements
"Increased overall position in $BRKB. Looking to see $420 again. While I might be confident at certain things managing stocks better than Buffett et al is not amongst them. $JEPI is back in trim territory at $56.60 today. Not advice"
X Link 2024-05-07T18:01Z [----] followers, [---] engagements
"๐ฒ Armchair Income: ๐ธ Deployed some cash today. ๐ธ Adjusted Funds to Stocks to 3/1 from 4/1. ๐ธ Overweight $BRKB willing to add more. ๐น Good luck everyone. "
X Link 2024-05-08T21:03Z [----] followers, [---] engagements
"Gold $IAUM was my third best performer today. REITs #1/#2"
X Link 2024-05-10T02:54Z [----] followers, [---] engagements
"The FED might raise rates The FED is not going to raise rates Congress to continue Fiscal Spending. Nothing has changed. #sTAgfLAtIon "
X Link 2024-05-10T12:52Z [----] followers, [---] engagements
"@marcuslemonis I 100% believe in you and your vision. Stocks are often mis-priced but revert in time. Stopped by Key Lime Pie Co. in April. My Wife still talks about your influence there. Cheers from Kentucky"
X Link 2024-05-12T16:05Z [----] followers, [---] engagements
"A CEO that takes the time to reply to a retain investor tweet I have to be long. Something feels special here. ๐ $BYON @MuniBondz Yes but we have so much room for improvement on the available market. @MuniBondz Yes but we have so much room for improvement on the available market"
X Link 2024-05-12T16:15Z [----] followers, [---] engagements
"Fidelity $GME shares available. "
X Link 2024-05-13T16:27Z [----] followers, [---] engagements
"Updated. $GME . Fidelity $GME shares available. . https://t.co/pjOWFN9VH2 Fidelity $GME shares available. . https://t.co/pjOWFN9VH2"
X Link 2024-05-13T16:38Z [----] followers, [---] engagements
"Fidelity is out of shares of $GME to short. . Updated. $GME . https://t.co/VAmwwHpe9j Updated. $GME . https://t.co/VAmwwHpe9j"
X Link 2024-05-13T17:13Z [----] followers, [---] engagements
"After Hours on $GME. These are not the droids youre looking for move along ๐น"
X Link 2024-05-14T00:22Z [----] followers, [---] engagements
"@AIMhonesty Really like your work but kind of confused on this one. Dont really understand why you would care. Perhaps you are short. I have no position in either stock just entertainment"
X Link 2024-05-14T21:02Z [----] followers, [---] engagements
"@farrmacro All my college finance books are irrelevant now. I will say a cash flow stream has withstood the test of time"
X Link 2024-05-15T12:59Z [----] followers, [---] engagements
"๐ฒ Armchair Income: ๐ธ [---] basis points today. ๐ธ Adjusted $SPAXX and $FFRHX to 15% each. ๐ธ Rounded up most other positions. ๐ I like yield. ๐ ๐ธ $SPY [---] basis points today. ๐ป ๐ Everyone have a nice evening. ๐ ๐น Not advice"
X Link 2024-05-16T20:02Z [----] followers, [--] engagements
"๐ฒ Armchair Income Research: For those that have been following my portfolio started by learning from the YouTube channel and eventually part of the online group. His portfolio was recently made available and I am including below. Do your own due diligence. "
X Link 2024-05-17T14:34Z [----] followers, [---] engagements
"๐ฒ Armchair Income Weekly: ๐ธ +33 basis points today. ๐ธ +78 basis points this week. ๐ธ Return +8.94% YTD +12.08% [--] Months. ๐ฅ ๐ธ Portfolio rebalanced. Added $SIVR Monday. ๐น Not advice do your own due diligence. ๐ Total Return matters/required. ๐ฏ ๐ Enjoy the weekend. "
X Link 2024-05-17T20:09Z [----] followers, [--] engagements
"@PeterSchiff The Sunday podcasts have been invaluable. Really like the historical conversion of the cost of the DOW [--] to the number of ounces of Gold. Much appreciated. ๐"
X Link 2024-05-18T13:19Z [----] followers, [---] engagements
"Despite @hertz Key West manager submitting a refund request below April 19th admitting I was frivolously charged my CC was rebilled today. The online support over X was great and got them to address the obvious error but there has been absolutely zero follow through since"
X Link 2024-05-23T01:25Z [----] followers, [---] engagements
"Terrible $MPW due diligence"
X Link 2024-05-27T17:30Z [----] followers, [---] engagements
"๐ฒ Armchair Income: ๐ธ [---] basis points today. ๐ธ Added: $BTI $MSFT $MSFY ๐ธ Reweighted & reorganized positions. ๐ธ $FFRHX beta adjusted to [----] better source found. ๐ธ Portfolio beta is [----]. ๐ธ Portfolio yield is 7.5%. ๐น $SIVR did a ๐ today. Position is +13%. "
X Link 2024-05-28T20:02Z [----] followers, [--] engagements
"8 weeks a CC dispute and on the eve of a small claims court filing @hertz refunded the erroneous charge saying I dropped the car off [--] hours after I rented it & at another airport. The service over X via DM was excellent. Cannot say enough good things about this team"
X Link 2024-05-29T11:51Z [----] followers, [---] engagements
"๐ฒ Armchair Income: ๐ธ Did nothing. ๐ธ +17 basis points today. ๐ธ $BTI +2.26% today. ๐น Dividends paying tomorrow: $AFT $ARDC $BST $HIGH $SVOL $FFRHX $SPAXX "
X Link 2024-05-30T20:52Z [----] followers, [--] engagements
"REITs mostly performed best today in the portfolio"
X Link 2024-06-01T01:08Z [----] followers, [---] engagements
"๐ฒ Armchair Income Weekly: ๐ธ +0.44% in dividends received. ๐ ๐ธ +0.64% this week. ๐ธ +8.75% YTD. ๐ฅ $AHR is +7.28%. Simone = ๐ ๐น Watching $SVOL this month for dips under $22.25.๐ ๐จ Not advice. Do your own due diligence"
X Link 2024-06-01T12:48Z [----] followers, [--] engagements
"Need some volatility but very ready to get my $SVOL on in a big way. Do your own due diligence. $0.30/$22.00=1.36%"
X Link 2024-06-03T02:01Z [----] followers, [---] engagements
"Muni Bonds: $20MM bond sale #1 today received [--] bids"
X Link 2024-06-06T16:22Z [----] followers, [----] engagements
"CD Rates: If the FED cuts in [----] money market rates will go down. Longest monthly pay non-callable CD list. "
X Link 2024-06-11T12:53Z [----] followers, [----] engagements
"๐ฒ Armchair Income: ๐ธ Yield at 7.50%. ๐ ๐ธ Beta [----]. ๐ณ ๐ธ Do your own due diligence. ๐ ๐น Best of luck to everyone. ๐ "
X Link 2024-06-14T14:27Z [----] followers, [--] engagements
"Supplies for our High Schools Math Science and Technology Center MSTC in Lexington Kentucky. The program is turning out our future innovators. Win $1000 to shop @Overstock Must RT and tell me what you would buy Ill pick [--] #OverstockCrazyGoodDeals https://t.co/VjqNXp17di Win $1000 to shop @Overstock Must RT and tell me what you would buy Ill pick [--] #OverstockCrazyGoodDeals https://t.co/VjqNXp17di"
X Link 2024-06-16T00:48Z [----] followers, [---] engagements
"Dividend Yield and % from [--] Week High. "
X Link 2024-06-17T18:07Z [----] followers, [---] engagements
"๐ฒ Armchair Income: ๐ธ Did nothing. Watered a lot of plants. ๐ธ +21 basis points. ๐ Looks like an ATH. ๐น Do your own due diligence. ๐น I only understand Munis. ๐น Still blocked. ๐ Hey best of luck this week. "
X Link 2024-06-17T21:05Z [----] followers, [--] engagements
"๐ฒ Armchair Income ๐ธ Lowered $SPAXX cash. ๐ธ Increased yield to 8%. ๐ธ Silver +3.85% today +8.5% since added. ๐ธ Do your own due diligence. ๐น +9.23% YTD. ๐ Good luck everyone and still blocked. "
X Link 2024-06-20T20:09Z [----] followers, [--] engagements
"๐ฒ Armchair Income Weekly ๐ฅ ATH +9.20% YTD. ๐ ๐ธ +12.35% in [--] months. ๐ ๐ธ +7 basis points today. ๐ธ +31 basis points this week. ๐ธ Increased yield to 8.0%. ๐ฐ ๐น Am I doing this right ๐
โ ๐น Do your own due diligence. ๐ ๐น Muni = Blocked. ๐ข "
X Link 2024-06-21T20:38Z [----] followers, [--] engagements
"Thank you. A couple things: 1) If this is in a taxable account a State bond you live it would be State income tax exempt if there is a tax 2) because the structure is less understood the liquidity it lower and 3) this is a nice option to lock in a higher money market level rate before the FED cuts. [--] is really my overall thoughts. Obviously everyones individual situation is different. Best of luck"
X Link 2024-06-22T11:51Z [----] followers, [--] engagements
"Muni Bonds: Update on the bond I found on Friday. Little known structure nationally. A way to lock in a taxable yield for at least [--] years. There are tax-exempt bonds too. Not investment advice helping to learn how municipal bonds work. Source: Fidelity. "
X Link 2024-06-24T13:14Z [----] followers, [----] engagements
"Dividend Yield and $COWZ ETF: Some like the free cash flow methodology of the fund. Took the holdings and put into Seeking Alpha. Here are the top yielding companies the fund owns. Not advice. "
X Link 2024-06-24T14:50Z [----] followers, [---] engagements
"๐ฒ Armchair Income: ๐ธ Added 1.2% $MAXI position. ๐ธ +51 basis points intraday. ๐น Not advice"
X Link 2024-06-24T15:13Z [----] followers, [---] engagements
"So @DiMartinoBooth if Freddie Mac guarantees second mortgages people with a home can roll their credit card and buy now pay later debt and extend and pretend all over again https://www.fhfa.gov/news/statement/statement-of-director-sandra-l.-thompson-on-the-conditional-approval-of-the-freddie-mac-second https://www.fhfa.gov/news/statement/statement-of-director-sandra-l.-thompson-on-the-conditional-approval-of-the-freddie-mac-second"
X Link 2024-06-24T16:10Z [----] followers, 13.9K engagements
"CD Rates: Fidelity Monthly Pay Non-Callable list. Much less than when I last posted. The 24-month monthly pay Wells Fargo at 5.05% is no longer at this time. "
X Link 2024-06-24T16:58Z [----] followers, [---] engagements
"๐ฒ Armchair Income ๐ธ BREAKING: All. Time. High. ๐ธ +33 basis points. ๐ธ +9.52% YTD. ๐ธ Added $MAXI. Tired of not being in $BTC #BTC. ๐ธ Do not be an idiot & mimic this portfolio. You will just jinx it. ๐"
X Link 2024-06-24T20:09Z [----] followers, [--] engagements
"The Chevron Deference decision we wait. #SCOTUS will release opinions in July for the first time since its [----] term where it announced one on July [--]. The courts website has been updated to show Monday July [--] as an opinion day. It may or may not be the last. Theres still [--] cases that need to be decided. https://t.co/ANZ0DyPea5 #SCOTUS will release opinions in July for the first time since its [----] term where it announced one on July [--]. The courts website has been updated to show Monday July [--] as an opinion day. It may or may not be the last. Theres still [--] cases that need to be decided."
X Link 2024-06-27T16:09Z [----] followers, [---] engagements
"@Hedgeye @BostonGlobe @OCCRP Steward always has been the Alter Ego of $MPW. Said it from day one when the irregular financial relationship was discussed by @HedgeyeREITs"
X Link 2024-07-02T22:47Z [----] followers, [----] engagements
"๐ฒ Armchair Income: Topped off $MAXI at the open. Income being put to work on a cruise. Posts will be hit or miss for next week. Cheers"
X Link 2024-07-05T13:47Z [----] followers, [----] engagements
"๐ฒ Armchair Income Intraday ๐ธ Got $WPC +3.73% yielding 6.3% ๐ป Cheers from The Swizzle Inn . ๐ธ Dividends are fun to spend"
X Link 2024-07-11T15:02Z [----] followers, [--] engagements
"@trendwhizo @bsurveillance But if he chose Taylor Swift think of the epic rallies"
X Link 2024-07-15T19:53Z [----] followers, [--] engagements
"๐ฒ Armchair Income Home w/Covid ๐ฆ ๐น +22 basis points today. ๐น Rebalanced $MAXI. ๐น Do not worry my doctor is the best. Portfolio safe. "
X Link 2024-07-15T23:05Z [----] followers, [---] engagements
"๐ฒ Armchair Income Update ๐น +77 basis points this week. ๐น +12.68% YTD. Beta is [----]. ๐น $BRKB is +10% since June 13th. ๐น $AHR is +11% since June 14th. Credit @HedgeyeREITs ๐น Do your own due diligence. "
X Link 2024-07-18T14:19Z [----] followers, [--] engagements
"QI Pro client here. This was a very good interview with @DiMartinoBooth and worth the time. https://youtu.be/EMJpSo-AXDIsi=Mye6go5qsj3o59tW https://youtu.be/EMJpSo-AXDIsi=Mye6go5qsj3o59tW"
X Link 2024-07-20T16:01Z [----] followers, [---] engagements
"Nelson Peltz walked away when $DIS was 32% higher than today. Peltz was right"
X Link 2024-07-23T22:07Z [----] followers, [---] engagements
"Doubled $MO to 1%. $3.92 / $48.00 = 8.167%. Do your own due diligence. Not advice"
X Link 2024-07-31T14:13Z [----] followers, [---] engagements
"@iocmedia Lets just hope your total incompetence doesnt lead to someone in the hospital"
X Link 2024-08-02T01:52Z [----] followers, [---] engagements
"@DiMartinoBooth @lyft Had same with a taxi. If you give one star that driver will be banned from driving you again"
X Link 2024-08-02T02:14Z [----] followers, [----] engagements
"FED Rate Cut: There are [--] days between the FOMC September [--] and November [--] meetings. Wait [--] days versus a political backlash and potential retribution. There will be no September cut is my opinion"
X Link 2024-08-04T12:31Z [----] followers, [----] engagements
"@fake_grantham Probably adding but time is an investors friend. I have more compassion for first time Bitcoin holders sold the $100000 a coin narrative to buy into ETFs"
X Link 2024-08-05T12:08Z [----] followers, [--] engagements
"FED Rate Cut: Next CPI print is August 14th (12 days). Powell will not allow his legacy to be Authur F. Burns. Since Nov. [--] to Jun [--] measly [---] gain. cc: @FedGuy12 might disagree. . FED Rate Cut: There are [--] days between the FOMC September [--] and November [--] meetings. Wait [--] days versus a political backlash and potential retribution. There will be no September cut is my opinion. FED Rate Cut: There are [--] days between the FOMC September [--] and November [--] meetings. Wait [--] days versus a political backlash and potential retribution. There will be no September cut is my opinion"
X Link 2024-08-05T14:52Z [----] followers, [---] engagements
"@AndrewHMPalmer My second Genie wish will be to allow you to make every FOMC rate decision for the next [--] months. ๐ฅ"
X Link 2024-08-05T15:09Z [----] followers, [--] engagements
"FED Rate Cut: Next CPI print is August 14th (12 days). Powell will not allow his legacy to be Authur F. Burns. Since Nov. [--] to Jun [--] a measly [---] gain. . FED Rate Cut: There are [--] days between the FOMC September [--] and November [--] meetings. Wait [--] days versus a political backlash and potential retribution. There will be no September cut is my opinion. FED Rate Cut: There are [--] days between the FOMC September [--] and November [--] meetings. Wait [--] days versus a political backlash and potential retribution. There will be no September cut is my opinion"
X Link 2024-08-05T15:21Z [----] followers, [---] engagements
"๐ฒ Armchair Income ๐ธ Results below. ๐ธ Never been more concerned about hedging risks before. ๐ธ $NANC $KRUZ "
X Link 2024-08-07T09:32Z [----] followers, [---] engagements
"This dinner is paid for by $JEPI. ๐"
X Link 2024-09-19T21:57Z [----] followers, [---] engagements
"I have been canceled by an inferior athlete perhaps even a non-athlete. Thank you to those that stood up for me. To the enablers good luck with karma"
X Link 2024-10-01T23:39Z [----] followers, [---] engagements
"Follow me if you want to monitor Armchair Income. I see @DataProbability listed who is a friend. Lets debate your statement and/or position. Dont pivot on me our mutual friend can moderate. In his head rent free for the rest of the night. Going through my TL like heart broken teenager In his head rent free for the rest of the night. Going through my TL like heart broken teenager"
X Link 2024-10-02T02:26Z [----] followers, [---] engagements
"๐ฒArmchair Income Weekly: ๐ฅ All Time High. ๐น Battled back to a +11 basis points week. ๐น +15.89% YTD +19.23% since Nov. 27th. ๐น Beta of only [----]. ๐น Core $JEPI at $59.46. ๐น $KMI +15.94% since Aug. 29th add. ๐ต Our community has [---] members now. โค ๐ Enjoy the weekend "
X Link 2024-10-11T20:23Z [----] followers, [---] engagements
"https://x.com/i/spaces/1vAxROdlbaVKl https://x.com/i/spaces/1vAxROdlbaVKl"
X Link 2024-10-14T16:11Z [----] followers, [---] engagements
"๐ฒArmchair Income: ๐น +24 basis points today. ๐น Added: $BST $EICC $GECCH. ๐น Added to: $BXSL Topped Off: $BTI $MO. ๐น Yield to 6.2%. Beta to [----]. ๐น $JEPI at $59.71 (137 holdings btw). "
X Link 2024-10-14T20:08Z [----] followers, [---] engagements
"๐ฒArmchair Income - Mobile Bay of Biscay: Added $CLCO $GNK $SB. Do your own due diligence. Sprinkling. https://seekingalpha.com/author/kd-research/analysis https://seekingalpha.com/author/kd-research/analysis"
X Link 2024-10-21T14:52Z [----] followers, [---] engagements
"@Liz_Cheney Go serve in Ukraine. #MyChildrenAreNotAvailableForYourWars"
X Link 2024-11-02T14:40Z [----] followers, [--] engagements
"So if [----] of $DOGE goes from $0.40 to $5000 this is worth $17500000 "
X Link 2024-11-14T18:16Z [----] followers, [---] engagements
"@realannapaulina @mattgaetz @AmbJohnBolton My two children are not available for this neocon. Go away forever we voted for change"
X Link 2024-11-15T14:41Z [----] followers, [--] engagements
"How many shares of $JEPI do you need to retire comfortably"
X Link 2024-11-18T02:19Z [----] followers, [--] engagements
"@thomasg_grizzle @BidAskResearch The misconception of $JEPI is the underlying portfolio and it being birthed during QE. Its focus was to provide income with the least amount of equity volatility. I wish people beta adjusted total returns. The strategy was in use long before the ETF version"
X Link 2024-11-18T16:11Z [----] followers, [--] engagements
"๐ฒ Armchair Income [---] ATH +20.60% over [---] Days (Leap Year). $JEPI to $59.91. ๐ฅ Dividends late next week. Low Beta High Yield = Underrated. $JEPQ increase only move this week. ๐ฅฑ ๐ซ Thank you for following. "
X Link 2024-11-21T21:23Z [----] followers, [---] engagements
"๐ฒ Armchair Income [---] - Weekly Need to free up my largest IRA. Created this in an HSA account. November 1st will be the start date. Good luck this week "
X Link 2024-11-24T16:13Z [----] followers, [--] engagements
"Here is a $MAXI update from the Portfolio Manager to the Armchair Income Channel. Some additional comments on $BTC "
X Link 2024-11-25T02:11Z [----] followers, [---] engagements
"Muniland: Feb. 1st was the best day in the primary market in [----] IMO. Today $MMIN shows a nice move in this world as supply slowly slows into the second week of December. "
X Link 2024-11-25T17:55Z [----] followers, [---] engagements
"$JEPI dividend announcement. Look at your basis and calculate your yield. "
X Link 2024-11-29T22:51Z [----] followers, [---] engagements
"$JEPQ dividend announcement. Looks like about 10.5%. $JEPI looks like 8% at basis. "
X Link 2024-11-30T01:11Z [----] followers, [----] engagements
"@DiMartinoBooth Avoid CA municipal bonds"
X Link 2024-11-30T21:01Z [----] followers, [---] engagements
"Armchair Income WDW: Added nibbles to $BXSL $PFFA $RQI"
X Link 2024-12-02T19:56Z [----] followers, [--] engagements
"Reading how awesome some subscription sellers are at calling crypto. Kinda thinking about the totality of all the calls made. Including but not limited to the percentage of MIN/MID/MAX allocation to ALL tickers as opposed to the tweeted selected. Sincerely Mr. Cancelled"
X Link 2024-12-07T02:40Z [----] followers, [---] engagements
"Crypto Bro's looking for $BTC Armchair Income. See link to latest video below on how the ETFs work and their yields. $MAXI $BTCI $YBTC $YBIT $MSTY $BITO $MSTR https://youtu.be/mqY2wtdrkfUsi=ZL8oWLP7I1OVVs5R https://youtu.be/mqY2wtdrkfUsi=ZL8oWLP7I1OVVs5R"
X Link 2024-12-08T20:32Z [----] followers, [---] engagements
"If I figured something out regarding the future path of the financial markets I would keep it to myself and leverage trades for family gain. What I wouldnt do is get on a podcast and talk about it"
X Link 2024-12-09T00:59Z [----] followers, [---] engagements
"The FED was never restrictive. It lost the battle with a 2% inflation target. They will continue to ease rates regardless. They have lost. They have surrendered. Family is on the gold standard"
X Link 2024-12-14T13:29Z [----] followers, [---] engagements
"@TURitch22 Once Sure you mean you got caught once. You played when Kodak and Polaroid were cutting edge"
X Link 2024-12-15T02:48Z [----] followers, [--] engagements
"๐ฒ Armchair Income [---] - HSA Preparing for January contribution. +6 basis points today. Highlighted below. Made many moves. Might nibble on $MAXI tomorrow. Good luck this week. ๐ Buy low. Sell high. Collect income in-between. "
X Link 2024-12-16T21:06Z [----] followers, [---] engagements
"Overall: Rebalanced equities to targets pre-market. Added some $CLOZ at the close. Watching ThousandAireFX signals. Not investment advice do your own research. "
X Link 2024-12-19T21:09Z [----] followers, [---] engagements
"๐ฒ Armchair Income [---] - HSA Weekly -1.56% on the week. Dividends forthcoming. I did add a nibble to $MAXI. $JEPI at $58.20 feels like a victory. Have a great weekend. "
X Link 2024-12-20T21:53Z [----] followers, [---] engagements
"๐ Overall Portfolio - Current Positioning ๐น Cash - Rotate in/out Equities. ๐น Gold - Our Govt loves us. ๐น Munis - At MAX. ๐น Beta = [----]. ๐น Not investment advice. "
X Link 2024-12-21T14:24Z [----] followers, [--] engagements
"@AndrewHMPalmer @thousandairefx @mauldinecon @StocktonKatie Tactical Allocation ETF List from SA. "
X Link 2024-12-21T14:56Z [----] followers, [--] engagements
"Happy Monday"
X Link 2024-12-23T13:37Z [----] followers, [--] engagements
"Happy Christmas Eve $MAXI = ๐ด. $SPYI = ๐ข. "
X Link 2024-12-24T13:25Z [----] followers, [--] engagements
"Wow. Kinda disrespectful to Union Workers. NEW: Teamsters president says Kamala Harris could only answer [--] of their [--] questions before arrogantly saying she was going to win with or without you. Worst candidate in history. Sean O'Brien says Harris waved her finger in their faces before the incident. Theres [--] https://t.co/tDKu8EQnOo NEW: Teamsters president says Kamala Harris could only answer [--] of their [--] questions before arrogantly saying she was going to win with or without you. Worst candidate in history. Sean O'Brien says Harris waved her finger in their faces before the incident."
X Link 2024-12-24T17:27Z [----] followers, [---] engagements
"@OtherSide_AM @GovKathyHochul She needs to ride the subway for a week at night without any law enforcement protection"
X Link 2024-12-25T02:25Z [----] followers, [--] engagements
"Overall Portfolio- In Flight โ: Nibbled [--] basis points on equities in overall accounts. Not advice. $BXSL $PBDC $JEPI $JEPQ $SPYI. Remember no one knows anything"
X Link 2024-12-27T17:38Z [----] followers, [--] engagements
"We return to the site of the Il Mulino crime scene with the kids. Armchair Income distributions in full flight. ๐ "
X Link 2024-12-28T00:11Z [----] followers, [---] engagements
"๐ฒOverall Portfolio - Mobile ๐ข Small [--] bpts nibbles yesterday. A lot of dividends coming next week. Enjoy the weekend. "
X Link 2024-12-28T13:29Z [----] followers, [--] engagements
"This is a good sign for high quality Municipal Bonds. Not the s*it they put in most ETFs/Funds I see. Hope we have an ongoing rally into [----]. "
X Link 2024-12-30T16:14Z [----] followers, [--] engagements
"Overall Portfolio๐ข: Nibbled on $JEPI $JEPQ $SPYI $STWD just after the open. Added $GLDI as it seems Gold is waiting for the next directional event and I am too lazy to write OTM options to generate income. Watch $MMIN for bonds. Not advice do your own research. "
X Link 2024-12-30T20:20Z [----] followers, [---] engagements
"๐ฒArmchair Income: Lots of dividends hit the account this morning. $SPAXX $FFRHX $CLOX $CLOZ $MAXI $PBDC"
X Link 2025-01-01T10:39Z [----] followers, [---] engagements
"๐ฒArmchair Income [---] HSA: 2% $CSWC order on the close set. +13 basis points intraday. Not investment advice do your own due diligence. No one knows anything if they did they wouldnt sell it to you via a subscription. The Jedi mind trick is getting you to believe"
X Link 2025-01-03T14:55Z [----] followers, [---] engagements
"@seanspicer @chiproytx Byron Donalds please"
X Link 2025-01-03T18:30Z [----] followers, [---] engagements
"Mike Johnson sold out America First. As much as he was an unknown commodity when he was elected as a DEFAULT there are numerous unknown commodities available"
X Link 2025-01-03T18:45Z [----] followers, [---] engagements
"@seanspicer Byron Donalds. Mike Johnson has done nothing to be something other than the original default choice he was. There are other defaults available. Mike Johnson sold out America First"
X Link 2025-01-03T18:56Z [----] followers, [---] engagements
"BYRON DONALDS @ByronDonalds for Speaker"
X Link 2025-01-03T18:58Z [----] followers, [---] engagements
"@realannapaulina He is not MAGA"
X Link 2025-01-03T20:13Z [----] followers, [--] engagements
"๐ฒ Armchair Income [---] - HSA Good start to [----]. Added $CSWC at the close beta is [----]. Need to slowly allocate the cash balance. Happy weekend Back tomorrow. "
X Link 2025-01-03T22:06Z [----] followers, [--] engagements
"๐ฒ Armchair Income [---] HSA Increased certain positions. Yield is 7.34%. Beta is [----]. Cash is 42% but a lot in CLOs. "
X Link 2025-01-06T14:57Z [----] followers, [--] engagements
"Taxable Insured Municipal Zero-Coupon Bonds. Outside of uninsured I cannot think of a less desired structure right now. "
X Link 2025-01-13T15:37Z [----] followers, [---] engagements
"These people manage $MMIN. Very short and to the point. https://podcasts.apple.com/us/podcast/the-muni-360-podcast-from-new-york-life-investments/id1606444214i=1000683440785 https://podcasts.apple.com/us/podcast/the-muni-360-podcast-from-new-york-life-investments/id1606444214i=1000683440785"
X Link 2025-01-14T03:12Z [----] followers, [---] engagements
"Trimmed $MAXI down"
X Link 2025-01-15T16:20Z [----] followers, [---] engagements
"๐ Overall Portfolio - Changes Added to $JEPI (lower beta). Reduced $JEPQ $SPYI (higher beta). Added to $BXSL $CSWC $PBDC $PFFA $RQI Equities overall the same just re-weighting. +1.59% YTD. Good luck ๐ "
X Link 2025-01-17T16:51Z [----] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/x::MuniBondz