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# ![@blondesnmoney Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1567614025604685825.png) @blondesnmoney Cluseau Investments

BDCs, or Business Development Companies, are experiencing significant declines, with many names "in the toilet" this year, and some sponsored ones like HSBDC, CGBD, and OBDC "absolutely tanking". This trend is notable as it suggests a potential issue in the sector. Some investors are shorting BDCs, citing concerns over their performance.

### Engagements: XXXXXX [#](/creator/twitter::1567614025604685825/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1567614025604685825/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +69%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX +244%

### Mentions: XX [#](/creator/twitter::1567614025604685825/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1567614025604685825/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX -XX%
- X Year XXXXX +108%

### Followers: XXXXXX [#](/creator/twitter::1567614025604685825/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1567614025604685825/c:line/m:followers.svg)

- X Week XXXXXX +0.82%
- X Month XXXXXX +6.80%
- X Months XXXXXX +32%
- X Year XXXXXX +205%

### CreatorRank: XXXXXXX [#](/creator/twitter::1567614025604685825/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1567614025604685825/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1567614025604685825/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  #6264 [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #1678 [currencies](/list/currencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [celebrities](/list/celebrities)  XXXX% [musicians](/list/musicians)  XXXX%

**Social topic influence**
[$fihl](/topic/$fihl) #2, [banking](/topic/banking) 0.65%, [$flg](/topic/$flg) 0.65%, [$slg](/topic/$slg) 0.65%, [insurance](/topic/insurance) 0.65%, [investment](/topic/investment) #3600, [$mrx](/topic/$mrx) #1, [money](/topic/money) 0.43%, [$boxx](/topic/$boxx) 0.43%, [$cubi](/topic/$cubi) XXXX%

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@ron284ron](/creator/undefined) [@apkramar](/creator/undefined) [@stoked_on_waves](/creator/undefined) [@hcbgreatwall](/creator/undefined) [@reitmafia](/creator/undefined) [@jnconkle](/creator/undefined) [@aureliusltd28](/creator/undefined) [@consensusgurus](/creator/undefined) [@linglingfool](/creator/undefined) [@strifenjustice](/creator/undefined) [@ibladesi](/creator/undefined) [@investormexican](/creator/undefined) [@apo98388625](/creator/undefined) [@ourbank3](/creator/undefined) [@philly76fan215](/creator/undefined) [@crowhurst68](/creator/undefined) [@jjnews002](/creator/undefined) [@shortbus_ace](/creator/undefined) [@shortisaverb](/creator/undefined)

**Top assets mentioned**
[Flagstar Financial, Inc. (FLG)](/topic/$flg) [SL Green Realty Corp. (SLG)](/topic/$slg) [Metrix Coin (MRX)](/topic/$mrx) [Veno Finance (VNO)](/topic/$vno) [Equity Residential (EQR)](/topic/$eqr) [Autonomous Virtual Beings (AVB)](/topic/$avb) [UDR, Inc. (UDR)](/topic/$udr) [Brighthouse Financial, Inc. (BHF)](/topic/$bhf) [Bread Financial Holdings, Inc. (BFH)](/topic/$bfh) [Synchrony Financial (SYF)](/topic/$syf) [Carvana Co. (CVNA)](/topic/$cvna) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Main Street Capital Corporation (MAIN)](/topic/$main) [StoneX Group Inc. Common Stock (SNEX)](/topic/$snex) [Thomson Reuters Corporation (TRI)](/topic/$tri) [S&P Global Inc (SPGI)](/topic/$spgi) [Credit Acceptance Corp (CACC)](/topic/$cacc) [Discover Financial Services (DFS)](/topic/$dfs) [American Express Company (AXP)](/topic/$axp) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Capital One Financial Corp. (COF)](/topic/$cof) [VALE S.A. (VALE)](/topic/$vale) [Banco Macro S.A. (BMA)](/topic/$bma) [Upstart Holdings, Inc. Common stock (UPST)](/topic/$upst) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [RAI Finance (SOFI)](/topic/$sofi) [Affirm Holdings, Inc. Class A Common Stock (AFRM)](/topic/$afrm) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Adobe, Inc. (ADBE)](/topic/$adbe) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Lincoln National Corporation (LNC)](/topic/$lnc) [Jackson Financial Inc. (JXN)](/topic/$jxn) [Newton Protocol (NEWT)](/topic/$newt)
### Top Social Posts [#](/creator/twitter::1567614025604685825/posts)
---
Top posts by engagements in the last XX hours

"Average Friday experience"  
[X Link](https://x.com/blondesnmoney/status/1976772192567542223) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-10T22:09Z 49.3K followers, 13.9K engagements


"If you made life changing money and closed your position. Get up. Go for a walk. Do not tell anyone. Do not return to trade later today. Take a break and realize you made thousands of hours of labor in cash overnight. Put a good chunk in index funds and the rest in $BOXX. Tell no one. Pretend it never happened"  
[X Link](https://x.com/blondesnmoney/status/1947654476346609921) [@blondesnmoney](/creator/x/blondesnmoney) 2025-07-22T13:46Z 49.3K followers, 25K engagements


"@stoked_on_waves @RodriGo_ethe Think a lot of the recent move was credit related so the prospect of lower rates bailing out troubled loans may offset the perception of lower income"  
[X Link](https://x.com/blondesnmoney/status/1979988199574253839) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-19T19:09Z 49.3K followers, XXX engagements


"Feel free to bookmark $CUBI definitely a top X bank long for me. I think Q4 might be a bit slow for them but in 2025 I think they will surprise nicely on: - Improved Fee Income - Lower Expenses (replace Tassatpay with internal software) - Strong Deposit Growth - Impeccable Credit Quality and strong returns from their new banking teams Long 7400. Price: 47.66"  
[X Link](https://x.com/blondesnmoney/status/1874912681825583431) [@blondesnmoney](/creator/x/blondesnmoney) 2025-01-02T20:16Z 49.3K followers, 138.9K engagements


"Man if only a fintwit account had forseen this coming and published the playbook for free 11/11 gents enjoy"  
[X Link](https://x.com/blondesnmoney/status/1937867989279191205) [@blondesnmoney](/creator/x/blondesnmoney) 2025-06-25T13:38Z 49.3K followers, 42.7K engagements


"Interesting decline in $TRI and $SPGI. AI making it easier to ingest and clean datasets so more competition"  
[X Link](https://x.com/blondesnmoney/status/1971210738762170536) [@blondesnmoney](/creator/x/blondesnmoney) 2025-09-25T13:50Z 49.3K followers, 15.1K engagements


"There are three things you can count on - Taxes - Losing XX iq points on this app - Brighthouse Financial letting everyone down 2-3 times a year"  
[X Link](https://x.com/blondesnmoney/status/1943706410405015789) [@blondesnmoney](/creator/x/blondesnmoney) 2025-07-11T16:18Z 49.3K followers, 18.4K engagements


"Picked up 4000 $FIHL today on the off chance they don't fuck up earnings like they usually do"  
[X Link](https://x.com/blondesnmoney/status/1823810393413996680) [@blondesnmoney](/creator/x/blondesnmoney) 2024-08-14T19:54Z 49.3K followers, 8002 engagements


"China Carpetbagging Operation 2: Long 36000 Hygeia 6078 HK at XX Forward P/E: 10.5x X Year Revenue Growth: XXX% X Year EPS Growth: XXX% Buyback: Yes Hygeia is a leading owner of cancer-oriented hospitals. Having traded as high as XXX HKD in 2021 (60x P/E) Hygeia has steadily fallen apart to just XX HKD a share. The financial performance is exceptional with earnings growing from XX cents in 2020 to XX in 2021 XX in 2022 XXXX in 2023 and on track for XXXX this year and XXXX in 2025. The company debuted at a highly unreasonable valuation. I think it is now attractive. The recent price action"  
[X Link](https://x.com/blondesnmoney/status/1838756549155561803) [@blondesnmoney](/creator/x/blondesnmoney) 2024-09-25T01:44Z 49.3K followers, 48.2K engagements


"Voice in my head keeps telling me to buy more China"  
[X Link](https://x.com/blondesnmoney/status/1887331982545207469) [@blondesnmoney](/creator/x/blondesnmoney) 2025-02-06T02:46Z 49.3K followers, 200.7K engagements


"Consumer Credit Names Getting Slammed Today. The auto names $CACC and $ALLY are doing okay but $BFH $COF $DFS $SYF all down 3-4%. In typical fashion $AXP down only X somehow because they can never lose"  
[X Link](https://x.com/blondesnmoney/status/1897716165369381048) [@blondesnmoney](/creator/x/blondesnmoney) 2025-03-06T18:29Z 49.3K followers, 26.6K engagements


"Bloomberg: Ukraine ready to accept XX day truce $KSPI moving"  
[X Link](https://x.com/blondesnmoney/status/1899521952760418517) [@blondesnmoney](/creator/x/blondesnmoney) 2025-03-11T18:04Z 49.3K followers, 14.3K engagements


"Never understood why so many NYC finance peeps spend so much money on stuff that is obviously overpriced just to get a reaction like "Omg you spent so much money on that" Rent I get but if you spend $XXX on a T-shirt or $1000 a month on a gym it's not a flex you're a self selecting retard"  
[X Link](https://x.com/blondesnmoney/status/1901306037493510188) [@blondesnmoney](/creator/x/blondesnmoney) 2025-03-16T16:14Z 49.3K followers, 356.2K engagements


"If the Trump Russia phone call goes well what are the kneejerk Russia names $KSPI $VEON $RBI AV Any others"  
[X Link](https://x.com/blondesnmoney/status/1924475338010009888) [@blondesnmoney](/creator/x/blondesnmoney) 2025-05-19T14:40Z 49.3K followers, 22.8K engagements


"Cashed out my chips on the $FLG short and $SLG puts🤝"  
[X Link](https://x.com/blondesnmoney/status/1937870709302423742) [@blondesnmoney](/creator/x/blondesnmoney) 2025-06-25T13:49Z 49.3K followers, 7459 engagements


"This administration is so full of room-temp IQ bumpkins leaking information it's unreal. Someone buys 5000 $VALE XX strike weekly puts and USD BRL starts tanking around the same time and then X hours Brazil gets a XX% tariff Understand no side is holy they all suck"  
[X Link](https://x.com/blondesnmoney/status/1943044837357556108) [@blondesnmoney](/creator/x/blondesnmoney) 2025-07-09T20:29Z 49.3K followers, 204.2K engagements


"Mebuki Financial all time high"  
[X Link](https://x.com/blondesnmoney/status/1953253862481207461) [@blondesnmoney](/creator/x/blondesnmoney) 2025-08-07T00:36Z 49.3K followers, 11.9K engagements


"Didn't have this on my bingo card but guess rate cuts getting front run"  
[X Link](https://x.com/blondesnmoney/status/1955277374062313966) [@blondesnmoney](/creator/x/blondesnmoney) 2025-08-12T14:37Z 49.3K followers, 14.3K engagements


"Put on two trades insurance today. Picked up around 60k worth of $FIHL their results last week were better than I anticipated. Was a funny moment on the call when Leon Cooperman complained the stock continues to trade below book and the CEO seemed to indicate that the stock should be trading above book. I highly disagree $FIHL will likely never trade at a premium to book since they don't underwrite at all and are simply the balance sheet for the insurance Fidelis MGA writes but they are buying back about X% of shares a quarter in the 16's and added $XXX Million to the authorization recently"  
[X Link](https://x.com/blondesnmoney/status/1957531597596434916) [@blondesnmoney](/creator/x/blondesnmoney) 2025-08-18T19:54Z 49.3K followers, 36.7K engagements


"Maybe a 2026 narrative but I can feel the "high fixed expenses small caps are beneficiaries of AI" theme building"  
[X Link](https://x.com/blondesnmoney/status/1968683182837895236) [@blondesnmoney](/creator/x/blondesnmoney) 2025-09-18T14:27Z 49.3K followers, 15.8K engagements


"$ARGT $BBAR $GGAL and $BMA likely to go bananas today"  
[X Link](https://x.com/blondesnmoney/status/1970117028804473294) [@blondesnmoney](/creator/x/blondesnmoney) 2025-09-22T13:24Z 49.3K followers, 66.4K engagements


"Looks like consumer credit is getting pounded today. $SOFI $SYF $UPST $AFRM $PGY $BFH What's really interesting it seems attributable to two recent events: deterioration in $CVNA securitizations and weakness in $UPST delinquency The most interesting thing I've heard however is that people are concerned AI is making it difficult for new job market entrants to find employment which seems to hurt the student loan aspect $NAVI and the $SOFI's of the world the most"  
[X Link](https://x.com/blondesnmoney/status/1973045733717643380) [@blondesnmoney](/creator/x/blondesnmoney) 2025-09-30T15:22Z 49.3K followers, 55.2K engagements


"$ACMR I messed up and sold"  
[X Link](https://x.com/blondesnmoney/status/1973403774879215675) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-01T15:04Z 49.3K followers, 7136 engagements


"Trade Update to the $DKNG short +22773 Covered my short. A good question to ask yourself when making a trade is: Am I early On time Late I think the time to short $DKNG was when it was ripping at $XX a weeks ago. Now it's almost a consensus short. Do I like the company Absolutely not. But if there is on thing I'm sure of it's that DKNG and all the sportsbooks will pull whatever levers they can to take out the competition. From my understanding certain politicians and regulators believe that prediction markets for sports constitute gambling and thus fall under state purview. The powers that be"  
[X Link](https://x.com/blondesnmoney/status/1975650225113940207) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-07T19:51Z 49.3K followers, 62.1K engagements


"@PitchCapInvest IGIC and a basket of Japanese equities I treat as a combined thing"  
[X Link](https://x.com/blondesnmoney/status/1976018145513967707) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-08T20:13Z 49.3K followers, XXX engagements


"@linglingfool It's not moving at all because they have no loans"  
[X Link](https://x.com/blondesnmoney/status/1978906023780839430) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-16T19:28Z 49.3K followers, XXX engagements


"@DonutShorts Wow it's almost like the company that went bankrupt last December had no viable business model and is gonna do it again"  
[X Link](https://x.com/blondesnmoney/status/1979187631213740050) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-17T14:07Z 49.3K followers, 2990 engagements


"Something broke this week"  
[X Link](https://x.com/blondesnmoney/status/1979987164034199698) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-19T19:05Z 49.3K followers, 34.6K engagements


"offer "free" pdf edits if you create an account require payment to download your file lol"  
[X Link](https://x.com/blondesnmoney/status/1980041376478711986) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-19T22:40Z 49.3K followers, 73.6K engagements


"Why does Magnetar Financial break up their $CRWV sales over multiple Form 4's. Is it because they have too many transactions or they just have some inner guilt admitting they unloaded X Million shares last Thursday on retail"  
[X Link](https://x.com/blondesnmoney/status/1980081516047994965) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-20T01:19Z 49.3K followers, 7078 engagements


"I'm not involved but a bunch of quant funds are short the ever so controversial Intellego"  
[X Link](https://x.com/blondesnmoney/status/1980088881258103226) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-20T01:49Z 49.3K followers, 4504 engagements


"Welcome Mr. Mayor. A few names to watch as a Mamdani proxy trade are: Banking (Exposure to Rent Regulated Loans / Shareholders Equity): $FFIC XXX% $PGC XXX% $FLG XXX% $DCOM XXX% $ESQ (probably around 50%) Office REITs: $VNO $SLG Residential REITs: $EQR $AVB $UDR $VRE "Freeze the rent" should in theory actually help the residential REITs although some of their affordable units are rent-controlled rent-control in general does not work because you force market participants to subsidize rent-stabilized units so I don't think a short trade there makes sense. In fact rent-control is outrageous in"  
[X Link](https://x.com/blondesnmoney/status/1933164869601112393) [@blondesnmoney](/creator/x/blondesnmoney) 2025-06-12T14:09Z 49.3K followers, 59.4K engagements


"Pretty funny the entirety of Fintwit thought $GCT was a Chinese scam and then the CEO got on the call said "I have no idea where we trade where we are it really doesn't make any sense" and then they bought back X% of shares and the stock doubled"  
[X Link](https://x.com/blondesnmoney/status/1948021969267438029) [@blondesnmoney](/creator/x/blondesnmoney) 2025-07-23T14:06Z 49.3K followers, 62.2K engagements


"Nice results out of $LNC. I'm still long $JXN I like they way the company is run and I think the capital allocation is excellent. Investment portfolio is strong and I think there is a long term tailwind behind variable / structured (capped downside) annuities. An optimistic range would be something between XX to 105"  
[X Link](https://x.com/blondesnmoney/status/1951002240912859641) [@blondesnmoney](/creator/x/blondesnmoney) 2025-07-31T19:29Z 49.3K followers, 20.3K engagements


"Thought just occured to me to track the performance of names Trump is affiliated with / names he uses to bully other countries. Average name is up XXX% YTD. Introducing the "Don" Index by me"  
[X Link](https://x.com/blondesnmoney/status/1973846501962232312) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-02T20:24Z 49.3K followers, 104K engagements


"@DJ_EBITDA Lack of hurricanes + FL litigation reform is a nice tailwind for reinsurers. Should leave to softening prices though which will benefit the FL insurers who will in turn pass on the savings due to competition but that will be 2027 or 2028"  
[X Link](https://x.com/blondesnmoney/status/1974116700128989472) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-03T14:17Z 49.3K followers, XXX engagements


"Banks - up XXX bps Small caps - up XX bps BDC's - Destruction Something is going on"  
[X Link](https://x.com/blondesnmoney/status/1974181390041428033) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-03T18:34Z 49.3K followers, 176.9K engagements


"Seeing a lot of posts on the $CVNA insider sales what's funny is in July and August the pace was way higher more than 100k shares a day. 10k a day looks like nothing in comparison"  
[X Link](https://x.com/blondesnmoney/status/1974609520711372920) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-04T22:56Z 49.3K followers, 15.3K engagements


"@linglingfool onit management team is blinder than stevie wonder man holy shit. trades at 5x earnings and they bemoan the stock is at a discount. have they heard of a buyback maybe if glen messina wasnt shoving XX million of executive comp up everyones ass it wouldnt trade like total shit"  
[X Link](https://x.com/blondesnmoney/status/1975275085281046545) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-06T19:00Z 49.3K followers, 1335 engagements


"Check out the Delta AVAT what a total frickin meltdown in BDC land"  
[X Link](https://x.com/blondesnmoney/status/1976332299802378260) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-09T17:01Z 49.3K followers, 50.7K engagements


"Capital Markets Rare Earths and AI Infrastructure names continue to crush the market as investors chase the next big thing. Here are X lesser-known names with pure-play exposure that have caught my eye"  
[X Link](https://x.com/blondesnmoney/status/1978470174698189123) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-15T14:37Z 49.3K followers, 28.4K engagements


"@DipsetUniversal omg you diamond handed commscope"  
[X Link](https://x.com/blondesnmoney/status/1980381829971734910) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-20T21:13Z 49.3K followers, 3174 engagements


"Swire Pacific is nicely cheap. It's levering up paying huge dividends and buying back shares like a nutcase. My kinda thing"  
[X Link](https://x.com/blondesnmoney/status/1763082703501467750) [@blondesnmoney](/creator/x/blondesnmoney) 2024-02-29T06:04Z 49.3K followers, 2083 engagements


"Still in Trade #21 $FIHL. My thoughts: On one hand the bar for Q1 is steep. In Q4 they posted $XXXX unadjusted and about $XXXX adjusted whalloping the consensus estimate for XX cents. The Q1 consensus is now XX cents but everyone expects them to do better given the degree of the previous beat. Probably needs to post XX to impress. On the other hand depending on your 2024 estimates trading about 5-7x and still a $X discount to book. Can't find much I like these days so still holding but position is 2800 shares much lower than the original 8800"  
[X Link](https://x.com/blondesnmoney/status/1780959118775464290) [@blondesnmoney](/creator/x/blondesnmoney) 2024-04-18T13:58Z 49.3K followers, 3767 engagements


"Unrelated but the more I think about it the more I realize there is an inherent risk in $BOXX. Since they are not paying out the 1256 gains or any distribution by purchasing it you are incurring a hidden tax liability. If gov ever cracks down and says gains must be distribute the $X that has accreted will have a massive tax liability so the real value of the ETF is closer to $XXX. Gonna just do box spreads myself"  
[X Link](https://x.com/blondesnmoney/status/1786456515940938054) [@blondesnmoney](/creator/x/blondesnmoney) 2024-05-03T18:03Z 49.3K followers, 1391 engagements


"Statement from Meowshid: "Still in Trade #28. XX% relative outperformance against KRE / Russell Small Cap Financials. Price Target Remains $XX. Stay jiggy." As a reminder gents I am still in $IGIC $VBNK recently bought back into $FIHL have a small position in and have $CUBI paired with XX strike puts and XX strike calls. These are the only high conviction trades that remain. $VLGEA and $SNEX too but those are in the "gentlemans" series and $NECB which is "Regional Recovery Trade #1". Will one day make a list of them can only keep track of the active ones"  
[X Link](https://x.com/blondesnmoney/status/1796209261900353721) [@blondesnmoney](/creator/x/blondesnmoney) 2024-05-30T15:57Z 49.3K followers, 5244 engagements


"Fellas if you need a pitch idea for an interview / application I think I have one for you. A company called Servotronics $SVT received a cash offer by Transdigm at $XX a share last week. A few days later a third party made a competing bid and Transdigm sweetened the offer to $XX a share. There is a company I used to follow called Star Equity $STRR. It's a mini investment co that owns a few small construction businesses and has a tiny equity portfolio frankly it's just too small to be feasible in my opinion. It's run by a turnaround guy named Jeff Eberwein and now he is trying to merge it with"  
[X Link](https://x.com/blondesnmoney/status/1928532939064881166) [@blondesnmoney](/creator/x/blondesnmoney) 2025-05-30T19:24Z 49.3K followers, 219.4K engagements


"Taking an XX cent loss and closing my tracker on $KINS. Zero shares after today. Rolling the proceeds into Ategrity Specialty $ASIC"  
[X Link](https://x.com/blondesnmoney/status/1958970983672684927) [@blondesnmoney](/creator/x/blondesnmoney) 2025-08-22T19:14Z 49.3K followers, 26.2K engagements


"Spirit Airlines going bankrupt for the second time in XX months truly impressive"  
[X Link](https://x.com/blondesnmoney/status/1961524932518846642) [@blondesnmoney](/creator/x/blondesnmoney) 2025-08-29T20:22Z 49.3K followers, 24.3K engagements


"Anyone else feeling bullish on Chinese internet Feel like $JD and $BIDU have room to run"  
[X Link](https://x.com/blondesnmoney/status/1965445230167249365) [@blondesnmoney](/creator/x/blondesnmoney) 2025-09-09T16:00Z 49.3K followers, 94.1K engagements


"I like $MTCH and I have a feeling the Meta stuff turns out to be no big deal. On the flip side the bears on this stock are ferocious and I can already hear the "melting ice cube" argument so I am regrettably closing the entire position today. Sad but frees up some space"  
[X Link](https://x.com/blondesnmoney/status/1970212044617158965) [@blondesnmoney](/creator/x/blondesnmoney) 2025-09-22T19:42Z 49.3K followers, 87.3K engagements


"Here's the entire list of open and closed the trades I've written up on my blog (excluding the names I've written up in the past two weeks). XX wins X loss average performance of +37% average benchmark performance of +9.5% average outperformance of +27.9%. This list doesn't include any of my tweets like $HRTG $BHF $KINS but all of those are public anyways you can timestamp them if you desire. I've had one major loss. Dumped $VBNK at -XXXX% during April "liberation". Things would've turned out ok if I had the patience and guts to hang on but I didn't. I get the allure of research written by"  
[X Link](https://x.com/blondesnmoney/status/1970603054715072964) [@blondesnmoney](/creator/x/blondesnmoney) 2025-09-23T21:35Z 49.3K followers, 68.4K engagements


"Picked up some TreeHouse Foods $THS as a speculative position. Extremely suspect volume in XX strike calls (4.7k) and XX calls (2.2k) and readership interest spike. Getting bought"  
[X Link](https://x.com/blondesnmoney/status/1972679399704052108) [@blondesnmoney](/creator/x/blondesnmoney) 2025-09-29T15:06Z 49.3K followers, 95.6K engagements


"@MostlyMonkey still higher credit quality than pagaya"  
[X Link](https://x.com/blondesnmoney/status/1978130198013821069) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-14T16:06Z 49.3K followers, XXX engagements


"@JustBankStocks Idk I was offered a semi submersible caribbean cruise by an agricultural transport agency that happened to have extra space by their bales of produce"  
[X Link](https://x.com/blondesnmoney/status/1979759935446798624) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-19T04:02Z 49.3K followers, 3194 engagements


"@donttweetonme commscope financed trip"  
[X Link](https://x.com/blondesnmoney/status/1980021288233062635) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-19T21:20Z 49.3K followers, XXX engagements


"The funniest possible outcome this year is for $KRE to melt up to the 70s and all the newly minted regional banking experts who do not know investment banks arent depositories get creamed on their shorts"  
[X Link](https://x.com/blondesnmoney/status/1980277546593001877) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-20T14:18Z 49.3K followers, 17.9K engagements


"see fintwit turn on $amzn "amazon cloud isn't powerful" have jassy turn aws off entire internet collapses robinhood offline citibike outage flights grounded aws is feared again"  
[X Link](https://x.com/blondesnmoney/status/1980354106322743413) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-20T19:23Z 49.3K followers, 22.1K engagements


"Sprinkle in a little time value usually shines through. $SNEX did two X for X splits up XXX% since my post. Think $MRX is worth a look curious if anyone dislikes it"  
[X Link](https://x.com/blondesnmoney/status/1980385229727756324) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-20T21:26Z 49.3K followers, 14.3K engagements


"Pretty solid YTD performance from my collection of favorite financials the Blackjack XX. Recently sold $BLX and $CIB within the index think the most compelling names within it are probably $OPY $OSB $IGIC and the bank which shall not be named. Six new additions to the Junior X. $COFS and $AROW seem to be strong performers and attractively valued at 7-8x after the recent leg down $MRX at 7.5x also turns me on. $KRNY isn't that special but pretty cheap at 8x 2026 earnings and XX% upside to Tangible Book a clear rates down beneficiary. I also have $ASIC which is set to report later this week."  
[X Link](https://x.com/blondesnmoney/status/1980427137564721182) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-21T00:13Z 49.3K followers, 9996 engagements


"I'm massively overweight IGI so I've been lagging the performance of the Blackjack XX but that's ok with me. I'd take $MRX over $SNEX over the next XX months but $SNEX has graduated into being a "growth" name and Marex still has some lingering short allegations"  
[X Link](https://x.com/blondesnmoney/status/1980427739808342048) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-21T00:15Z 49.3K followers, 1698 engagements


"Incredible how well midwit thinking like "someone has to service the data center ACs" has worked this year"  
[X Link](https://x.com/blondesnmoney/status/1979652994087149840) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-18T20:57Z 49.3K followers, 56.3K engagements


"I give it X days before a YieldMaxx Beyond Meat covered call autoroll crashout knockout 0DTE 1.5x etf"  
[X Link](https://x.com/blondesnmoney/status/1980653777830252985) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-21T15:13Z 49.3K followers, 1953 engagements


"Bit of trading lore for you all Noticed a Form X filed by John Paulson last night where he bought 34721118 of $BHC at $XXXX a XX% premium to the close and a XX% premium over where it was last week thought it was a mistake. Turns out 34721118 exactly matches Icahn's position as of June. Somehow the reporters missed guess it is a Friday but pretty interesting that two of the investing greats traded with each other not to mention the guy who was exiting exited at a XX% premium to the close"  
[X Link](https://x.com/blondesnmoney/status/1956351097964052645) [@blondesnmoney](/creator/x/blondesnmoney) 2025-08-15T13:43Z 49.3K followers, 49.5K engagements


"I don't own any BDC's but the BDC squad is flashing a warning sign. All names in the toilet this year and a lot of the sponsored BDC's like HSBD CGBD OBDC are absolutely tanking"  
[X Link](https://x.com/blondesnmoney/status/1973073611175928185) [@blondesnmoney](/creator/x/blondesnmoney) 2025-09-30T17:13Z 49.3K followers, 93.1K engagements


"On today's rendition of Doja Cat's "Paint the Town Red" BDC's barrel towards fresh lows. I'm short a few names on this list (I don't get the $MAIN valuation equity exposure for upside blah blah) but with a good chunk of names below XX% of tangible book probably worth figuring out what sucks and what doesn't"  
[X Link](https://x.com/blondesnmoney/status/1975669559475442137) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-07T21:08Z 49.3K followers, 92.1K engagements


"From total collapse to cash cow the resurgence of the Florida Insurance Specialists is nothing short of remarkable. While most names are already up 20-30x off the lows as we inch closer to the end of the first clean hurricane season in years I think best is yet to come"  
[X Link](https://x.com/blondesnmoney/status/1975915594068443156) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-08T13:26Z 49.3K followers, 43.2K engagements


"Revisiting CGEO here the nice thing about it is the Net Asset Value isn't opaque since the largest holding Bank of Georgia is publicly traded. Finished Q2 at 6540 and Finished Q3 up XXXX% to 7305 doesn't take a genius to realize CGEO NAV should be up something in that neighborhood. What's also nice is CGEO has to keep the BGEO position at a certain weight to avoid tax consequences so as it goes up they trim and use the cash to repurchase their own shares at a XX% discount to net asset value. Simply put means you are getting a good deal on CGEO"  
[X Link](https://x.com/blondesnmoney/status/1977746652728336653) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-13T14:42Z 49.3K followers, 25.7K engagements


"@pls_fix_thx @jdmsparky @kiwi_mitch77 you long"  
[X Link](https://x.com/blondesnmoney/status/1979991877832122751) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-19T19:23Z 49.3K followers, XXX engagements


"Kinda funny $GOOG is dumping on the Open AI browser tweet because the Silicon Valley insider trades were buying blocks of Browser Yes at XX cents at X AM. Still a disconnect between the Wall Street Journal readers and the Polymarket observers I guess"  
[X Link](https://x.com/blondesnmoney/status/1980658498141843836) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-21T15:32Z 49.3K followers, 7236 engagements


"People are piling into $BYND Dec XX strike calls for XX cents while it trades at $X which would imply the equity is worth $XX Billion at $XX. Funny"  
[X Link](https://x.com/blondesnmoney/status/1980653590864896283) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-21T15:13Z 49.3K followers, 8685 engagements


"yeah this ones gonna be a banger"  
[X Link](https://x.com/blondesnmoney/status/1980663954511917561) [@blondesnmoney](/creator/x/blondesnmoney) 2025-10-21T15:54Z 49.3K followers, 9781 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@blondesnmoney Avatar @blondesnmoney Cluseau Investments

BDCs, or Business Development Companies, are experiencing significant declines, with many names "in the toilet" this year, and some sponsored ones like HSBDC, CGBD, and OBDC "absolutely tanking". This trend is notable as it suggests a potential issue in the sector. Some investors are shorting BDCs, citing concerns over their performance.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXX -XX%
  • X Month XXXXXXXXX +69%
  • X Months XXXXXXXXXX -XX%
  • X Year XXXXXXXXXX +244%

Mentions: XX #

Mentions Line Chart

  • X Week XXX -XX%
  • X Month XXX -XX%
  • X Months XXXXX -XX%
  • X Year XXXXX +108%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.82%
  • X Month XXXXXX +6.80%
  • X Months XXXXXX +32%
  • X Year XXXXXX +205%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance XXXX% stocks #6264 countries XXXX% cryptocurrencies #1678 currencies XXXX% technology brands XXXX% celebrities XXXX% musicians XXXX%

Social topic influence $fihl #2, banking 0.65%, $flg 0.65%, $slg 0.65%, insurance 0.65%, investment #3600, $mrx #1, money 0.43%, $boxx 0.43%, $cubi XXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @ron284ron @apkramar @stoked_on_waves @hcbgreatwall @reitmafia @jnconkle @aureliusltd28 @consensusgurus @linglingfool @strifenjustice @ibladesi @investormexican @apo98388625 @ourbank3 @philly76fan215 @crowhurst68 @jjnews002 @shortbus_ace @shortisaverb

Top assets mentioned Flagstar Financial, Inc. (FLG) SL Green Realty Corp. (SLG) Metrix Coin (MRX) Veno Finance (VNO) Equity Residential (EQR) Autonomous Virtual Beings (AVB) UDR, Inc. (UDR) Brighthouse Financial, Inc. (BHF) Bread Financial Holdings, Inc. (BFH) Synchrony Financial (SYF) Carvana Co. (CVNA) Robinhood Markets, Inc. (HOOD) Main Street Capital Corporation (MAIN) StoneX Group Inc. Common Stock (SNEX) Thomson Reuters Corporation (TRI) S&P Global Inc (SPGI) Credit Acceptance Corp (CACC) Discover Financial Services (DFS) American Express Company (AXP) Ally Financial, Inc. (ALLY) Capital One Financial Corp. (COF) VALE S.A. (VALE) Banco Macro S.A. (BMA) Upstart Holdings, Inc. Common stock (UPST) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) RAI Finance (SOFI) Affirm Holdings, Inc. Class A Common Stock (AFRM) DraftKings Inc. Class A Common Stock (DKNG) Adobe, Inc. (ADBE) CoreWeave, Inc. (CRWV) Lincoln National Corporation (LNC) Jackson Financial Inc. (JXN) Newton Protocol (NEWT)

Top Social Posts #


Top posts by engagements in the last XX hours

"Average Friday experience"
X Link @blondesnmoney 2025-10-10T22:09Z 49.3K followers, 13.9K engagements

"If you made life changing money and closed your position. Get up. Go for a walk. Do not tell anyone. Do not return to trade later today. Take a break and realize you made thousands of hours of labor in cash overnight. Put a good chunk in index funds and the rest in $BOXX. Tell no one. Pretend it never happened"
X Link @blondesnmoney 2025-07-22T13:46Z 49.3K followers, 25K engagements

"@stoked_on_waves @RodriGo_ethe Think a lot of the recent move was credit related so the prospect of lower rates bailing out troubled loans may offset the perception of lower income"
X Link @blondesnmoney 2025-10-19T19:09Z 49.3K followers, XXX engagements

"Feel free to bookmark $CUBI definitely a top X bank long for me. I think Q4 might be a bit slow for them but in 2025 I think they will surprise nicely on: - Improved Fee Income - Lower Expenses (replace Tassatpay with internal software) - Strong Deposit Growth - Impeccable Credit Quality and strong returns from their new banking teams Long 7400. Price: 47.66"
X Link @blondesnmoney 2025-01-02T20:16Z 49.3K followers, 138.9K engagements

"Man if only a fintwit account had forseen this coming and published the playbook for free 11/11 gents enjoy"
X Link @blondesnmoney 2025-06-25T13:38Z 49.3K followers, 42.7K engagements

"Interesting decline in $TRI and $SPGI. AI making it easier to ingest and clean datasets so more competition"
X Link @blondesnmoney 2025-09-25T13:50Z 49.3K followers, 15.1K engagements

"There are three things you can count on - Taxes - Losing XX iq points on this app - Brighthouse Financial letting everyone down 2-3 times a year"
X Link @blondesnmoney 2025-07-11T16:18Z 49.3K followers, 18.4K engagements

"Picked up 4000 $FIHL today on the off chance they don't fuck up earnings like they usually do"
X Link @blondesnmoney 2024-08-14T19:54Z 49.3K followers, 8002 engagements

"China Carpetbagging Operation 2: Long 36000 Hygeia 6078 HK at XX Forward P/E: 10.5x X Year Revenue Growth: XXX% X Year EPS Growth: XXX% Buyback: Yes Hygeia is a leading owner of cancer-oriented hospitals. Having traded as high as XXX HKD in 2021 (60x P/E) Hygeia has steadily fallen apart to just XX HKD a share. The financial performance is exceptional with earnings growing from XX cents in 2020 to XX in 2021 XX in 2022 XXXX in 2023 and on track for XXXX this year and XXXX in 2025. The company debuted at a highly unreasonable valuation. I think it is now attractive. The recent price action"
X Link @blondesnmoney 2024-09-25T01:44Z 49.3K followers, 48.2K engagements

"Voice in my head keeps telling me to buy more China"
X Link @blondesnmoney 2025-02-06T02:46Z 49.3K followers, 200.7K engagements

"Consumer Credit Names Getting Slammed Today. The auto names $CACC and $ALLY are doing okay but $BFH $COF $DFS $SYF all down 3-4%. In typical fashion $AXP down only X somehow because they can never lose"
X Link @blondesnmoney 2025-03-06T18:29Z 49.3K followers, 26.6K engagements

"Bloomberg: Ukraine ready to accept XX day truce $KSPI moving"
X Link @blondesnmoney 2025-03-11T18:04Z 49.3K followers, 14.3K engagements

"Never understood why so many NYC finance peeps spend so much money on stuff that is obviously overpriced just to get a reaction like "Omg you spent so much money on that" Rent I get but if you spend $XXX on a T-shirt or $1000 a month on a gym it's not a flex you're a self selecting retard"
X Link @blondesnmoney 2025-03-16T16:14Z 49.3K followers, 356.2K engagements

"If the Trump Russia phone call goes well what are the kneejerk Russia names $KSPI $VEON $RBI AV Any others"
X Link @blondesnmoney 2025-05-19T14:40Z 49.3K followers, 22.8K engagements

"Cashed out my chips on the $FLG short and $SLG puts🤝"
X Link @blondesnmoney 2025-06-25T13:49Z 49.3K followers, 7459 engagements

"This administration is so full of room-temp IQ bumpkins leaking information it's unreal. Someone buys 5000 $VALE XX strike weekly puts and USD BRL starts tanking around the same time and then X hours Brazil gets a XX% tariff Understand no side is holy they all suck"
X Link @blondesnmoney 2025-07-09T20:29Z 49.3K followers, 204.2K engagements

"Mebuki Financial all time high"
X Link @blondesnmoney 2025-08-07T00:36Z 49.3K followers, 11.9K engagements

"Didn't have this on my bingo card but guess rate cuts getting front run"
X Link @blondesnmoney 2025-08-12T14:37Z 49.3K followers, 14.3K engagements

"Put on two trades insurance today. Picked up around 60k worth of $FIHL their results last week were better than I anticipated. Was a funny moment on the call when Leon Cooperman complained the stock continues to trade below book and the CEO seemed to indicate that the stock should be trading above book. I highly disagree $FIHL will likely never trade at a premium to book since they don't underwrite at all and are simply the balance sheet for the insurance Fidelis MGA writes but they are buying back about X% of shares a quarter in the 16's and added $XXX Million to the authorization recently"
X Link @blondesnmoney 2025-08-18T19:54Z 49.3K followers, 36.7K engagements

"Maybe a 2026 narrative but I can feel the "high fixed expenses small caps are beneficiaries of AI" theme building"
X Link @blondesnmoney 2025-09-18T14:27Z 49.3K followers, 15.8K engagements

"$ARGT $BBAR $GGAL and $BMA likely to go bananas today"
X Link @blondesnmoney 2025-09-22T13:24Z 49.3K followers, 66.4K engagements

"Looks like consumer credit is getting pounded today. $SOFI $SYF $UPST $AFRM $PGY $BFH What's really interesting it seems attributable to two recent events: deterioration in $CVNA securitizations and weakness in $UPST delinquency The most interesting thing I've heard however is that people are concerned AI is making it difficult for new job market entrants to find employment which seems to hurt the student loan aspect $NAVI and the $SOFI's of the world the most"
X Link @blondesnmoney 2025-09-30T15:22Z 49.3K followers, 55.2K engagements

"$ACMR I messed up and sold"
X Link @blondesnmoney 2025-10-01T15:04Z 49.3K followers, 7136 engagements

"Trade Update to the $DKNG short +22773 Covered my short. A good question to ask yourself when making a trade is: Am I early On time Late I think the time to short $DKNG was when it was ripping at $XX a weeks ago. Now it's almost a consensus short. Do I like the company Absolutely not. But if there is on thing I'm sure of it's that DKNG and all the sportsbooks will pull whatever levers they can to take out the competition. From my understanding certain politicians and regulators believe that prediction markets for sports constitute gambling and thus fall under state purview. The powers that be"
X Link @blondesnmoney 2025-10-07T19:51Z 49.3K followers, 62.1K engagements

"@PitchCapInvest IGIC and a basket of Japanese equities I treat as a combined thing"
X Link @blondesnmoney 2025-10-08T20:13Z 49.3K followers, XXX engagements

"@linglingfool It's not moving at all because they have no loans"
X Link @blondesnmoney 2025-10-16T19:28Z 49.3K followers, XXX engagements

"@DonutShorts Wow it's almost like the company that went bankrupt last December had no viable business model and is gonna do it again"
X Link @blondesnmoney 2025-10-17T14:07Z 49.3K followers, 2990 engagements

"Something broke this week"
X Link @blondesnmoney 2025-10-19T19:05Z 49.3K followers, 34.6K engagements

"offer "free" pdf edits if you create an account require payment to download your file lol"
X Link @blondesnmoney 2025-10-19T22:40Z 49.3K followers, 73.6K engagements

"Why does Magnetar Financial break up their $CRWV sales over multiple Form 4's. Is it because they have too many transactions or they just have some inner guilt admitting they unloaded X Million shares last Thursday on retail"
X Link @blondesnmoney 2025-10-20T01:19Z 49.3K followers, 7078 engagements

"I'm not involved but a bunch of quant funds are short the ever so controversial Intellego"
X Link @blondesnmoney 2025-10-20T01:49Z 49.3K followers, 4504 engagements

"Welcome Mr. Mayor. A few names to watch as a Mamdani proxy trade are: Banking (Exposure to Rent Regulated Loans / Shareholders Equity): $FFIC XXX% $PGC XXX% $FLG XXX% $DCOM XXX% $ESQ (probably around 50%) Office REITs: $VNO $SLG Residential REITs: $EQR $AVB $UDR $VRE "Freeze the rent" should in theory actually help the residential REITs although some of their affordable units are rent-controlled rent-control in general does not work because you force market participants to subsidize rent-stabilized units so I don't think a short trade there makes sense. In fact rent-control is outrageous in"
X Link @blondesnmoney 2025-06-12T14:09Z 49.3K followers, 59.4K engagements

"Pretty funny the entirety of Fintwit thought $GCT was a Chinese scam and then the CEO got on the call said "I have no idea where we trade where we are it really doesn't make any sense" and then they bought back X% of shares and the stock doubled"
X Link @blondesnmoney 2025-07-23T14:06Z 49.3K followers, 62.2K engagements

"Nice results out of $LNC. I'm still long $JXN I like they way the company is run and I think the capital allocation is excellent. Investment portfolio is strong and I think there is a long term tailwind behind variable / structured (capped downside) annuities. An optimistic range would be something between XX to 105"
X Link @blondesnmoney 2025-07-31T19:29Z 49.3K followers, 20.3K engagements

"Thought just occured to me to track the performance of names Trump is affiliated with / names he uses to bully other countries. Average name is up XXX% YTD. Introducing the "Don" Index by me"
X Link @blondesnmoney 2025-10-02T20:24Z 49.3K followers, 104K engagements

"@DJ_EBITDA Lack of hurricanes + FL litigation reform is a nice tailwind for reinsurers. Should leave to softening prices though which will benefit the FL insurers who will in turn pass on the savings due to competition but that will be 2027 or 2028"
X Link @blondesnmoney 2025-10-03T14:17Z 49.3K followers, XXX engagements

"Banks - up XXX bps Small caps - up XX bps BDC's - Destruction Something is going on"
X Link @blondesnmoney 2025-10-03T18:34Z 49.3K followers, 176.9K engagements

"Seeing a lot of posts on the $CVNA insider sales what's funny is in July and August the pace was way higher more than 100k shares a day. 10k a day looks like nothing in comparison"
X Link @blondesnmoney 2025-10-04T22:56Z 49.3K followers, 15.3K engagements

"@linglingfool onit management team is blinder than stevie wonder man holy shit. trades at 5x earnings and they bemoan the stock is at a discount. have they heard of a buyback maybe if glen messina wasnt shoving XX million of executive comp up everyones ass it wouldnt trade like total shit"
X Link @blondesnmoney 2025-10-06T19:00Z 49.3K followers, 1335 engagements

"Check out the Delta AVAT what a total frickin meltdown in BDC land"
X Link @blondesnmoney 2025-10-09T17:01Z 49.3K followers, 50.7K engagements

"Capital Markets Rare Earths and AI Infrastructure names continue to crush the market as investors chase the next big thing. Here are X lesser-known names with pure-play exposure that have caught my eye"
X Link @blondesnmoney 2025-10-15T14:37Z 49.3K followers, 28.4K engagements

"@DipsetUniversal omg you diamond handed commscope"
X Link @blondesnmoney 2025-10-20T21:13Z 49.3K followers, 3174 engagements

"Swire Pacific is nicely cheap. It's levering up paying huge dividends and buying back shares like a nutcase. My kinda thing"
X Link @blondesnmoney 2024-02-29T06:04Z 49.3K followers, 2083 engagements

"Still in Trade #21 $FIHL. My thoughts: On one hand the bar for Q1 is steep. In Q4 they posted $XXXX unadjusted and about $XXXX adjusted whalloping the consensus estimate for XX cents. The Q1 consensus is now XX cents but everyone expects them to do better given the degree of the previous beat. Probably needs to post XX to impress. On the other hand depending on your 2024 estimates trading about 5-7x and still a $X discount to book. Can't find much I like these days so still holding but position is 2800 shares much lower than the original 8800"
X Link @blondesnmoney 2024-04-18T13:58Z 49.3K followers, 3767 engagements

"Unrelated but the more I think about it the more I realize there is an inherent risk in $BOXX. Since they are not paying out the 1256 gains or any distribution by purchasing it you are incurring a hidden tax liability. If gov ever cracks down and says gains must be distribute the $X that has accreted will have a massive tax liability so the real value of the ETF is closer to $XXX. Gonna just do box spreads myself"
X Link @blondesnmoney 2024-05-03T18:03Z 49.3K followers, 1391 engagements

"Statement from Meowshid: "Still in Trade #28. XX% relative outperformance against KRE / Russell Small Cap Financials. Price Target Remains $XX. Stay jiggy." As a reminder gents I am still in $IGIC $VBNK recently bought back into $FIHL have a small position in and have $CUBI paired with XX strike puts and XX strike calls. These are the only high conviction trades that remain. $VLGEA and $SNEX too but those are in the "gentlemans" series and $NECB which is "Regional Recovery Trade #1". Will one day make a list of them can only keep track of the active ones"
X Link @blondesnmoney 2024-05-30T15:57Z 49.3K followers, 5244 engagements

"Fellas if you need a pitch idea for an interview / application I think I have one for you. A company called Servotronics $SVT received a cash offer by Transdigm at $XX a share last week. A few days later a third party made a competing bid and Transdigm sweetened the offer to $XX a share. There is a company I used to follow called Star Equity $STRR. It's a mini investment co that owns a few small construction businesses and has a tiny equity portfolio frankly it's just too small to be feasible in my opinion. It's run by a turnaround guy named Jeff Eberwein and now he is trying to merge it with"
X Link @blondesnmoney 2025-05-30T19:24Z 49.3K followers, 219.4K engagements

"Taking an XX cent loss and closing my tracker on $KINS. Zero shares after today. Rolling the proceeds into Ategrity Specialty $ASIC"
X Link @blondesnmoney 2025-08-22T19:14Z 49.3K followers, 26.2K engagements

"Spirit Airlines going bankrupt for the second time in XX months truly impressive"
X Link @blondesnmoney 2025-08-29T20:22Z 49.3K followers, 24.3K engagements

"Anyone else feeling bullish on Chinese internet Feel like $JD and $BIDU have room to run"
X Link @blondesnmoney 2025-09-09T16:00Z 49.3K followers, 94.1K engagements

"I like $MTCH and I have a feeling the Meta stuff turns out to be no big deal. On the flip side the bears on this stock are ferocious and I can already hear the "melting ice cube" argument so I am regrettably closing the entire position today. Sad but frees up some space"
X Link @blondesnmoney 2025-09-22T19:42Z 49.3K followers, 87.3K engagements

"Here's the entire list of open and closed the trades I've written up on my blog (excluding the names I've written up in the past two weeks). XX wins X loss average performance of +37% average benchmark performance of +9.5% average outperformance of +27.9%. This list doesn't include any of my tweets like $HRTG $BHF $KINS but all of those are public anyways you can timestamp them if you desire. I've had one major loss. Dumped $VBNK at -XXXX% during April "liberation". Things would've turned out ok if I had the patience and guts to hang on but I didn't. I get the allure of research written by"
X Link @blondesnmoney 2025-09-23T21:35Z 49.3K followers, 68.4K engagements

"Picked up some TreeHouse Foods $THS as a speculative position. Extremely suspect volume in XX strike calls (4.7k) and XX calls (2.2k) and readership interest spike. Getting bought"
X Link @blondesnmoney 2025-09-29T15:06Z 49.3K followers, 95.6K engagements

"@MostlyMonkey still higher credit quality than pagaya"
X Link @blondesnmoney 2025-10-14T16:06Z 49.3K followers, XXX engagements

"@JustBankStocks Idk I was offered a semi submersible caribbean cruise by an agricultural transport agency that happened to have extra space by their bales of produce"
X Link @blondesnmoney 2025-10-19T04:02Z 49.3K followers, 3194 engagements

"@donttweetonme commscope financed trip"
X Link @blondesnmoney 2025-10-19T21:20Z 49.3K followers, XXX engagements

"The funniest possible outcome this year is for $KRE to melt up to the 70s and all the newly minted regional banking experts who do not know investment banks arent depositories get creamed on their shorts"
X Link @blondesnmoney 2025-10-20T14:18Z 49.3K followers, 17.9K engagements

"see fintwit turn on $amzn "amazon cloud isn't powerful" have jassy turn aws off entire internet collapses robinhood offline citibike outage flights grounded aws is feared again"
X Link @blondesnmoney 2025-10-20T19:23Z 49.3K followers, 22.1K engagements

"Sprinkle in a little time value usually shines through. $SNEX did two X for X splits up XXX% since my post. Think $MRX is worth a look curious if anyone dislikes it"
X Link @blondesnmoney 2025-10-20T21:26Z 49.3K followers, 14.3K engagements

"Pretty solid YTD performance from my collection of favorite financials the Blackjack XX. Recently sold $BLX and $CIB within the index think the most compelling names within it are probably $OPY $OSB $IGIC and the bank which shall not be named. Six new additions to the Junior X. $COFS and $AROW seem to be strong performers and attractively valued at 7-8x after the recent leg down $MRX at 7.5x also turns me on. $KRNY isn't that special but pretty cheap at 8x 2026 earnings and XX% upside to Tangible Book a clear rates down beneficiary. I also have $ASIC which is set to report later this week."
X Link @blondesnmoney 2025-10-21T00:13Z 49.3K followers, 9996 engagements

"I'm massively overweight IGI so I've been lagging the performance of the Blackjack XX but that's ok with me. I'd take $MRX over $SNEX over the next XX months but $SNEX has graduated into being a "growth" name and Marex still has some lingering short allegations"
X Link @blondesnmoney 2025-10-21T00:15Z 49.3K followers, 1698 engagements

"Incredible how well midwit thinking like "someone has to service the data center ACs" has worked this year"
X Link @blondesnmoney 2025-10-18T20:57Z 49.3K followers, 56.3K engagements

"I give it X days before a YieldMaxx Beyond Meat covered call autoroll crashout knockout 0DTE 1.5x etf"
X Link @blondesnmoney 2025-10-21T15:13Z 49.3K followers, 1953 engagements

"Bit of trading lore for you all Noticed a Form X filed by John Paulson last night where he bought 34721118 of $BHC at $XXXX a XX% premium to the close and a XX% premium over where it was last week thought it was a mistake. Turns out 34721118 exactly matches Icahn's position as of June. Somehow the reporters missed guess it is a Friday but pretty interesting that two of the investing greats traded with each other not to mention the guy who was exiting exited at a XX% premium to the close"
X Link @blondesnmoney 2025-08-15T13:43Z 49.3K followers, 49.5K engagements

"I don't own any BDC's but the BDC squad is flashing a warning sign. All names in the toilet this year and a lot of the sponsored BDC's like HSBD CGBD OBDC are absolutely tanking"
X Link @blondesnmoney 2025-09-30T17:13Z 49.3K followers, 93.1K engagements

"On today's rendition of Doja Cat's "Paint the Town Red" BDC's barrel towards fresh lows. I'm short a few names on this list (I don't get the $MAIN valuation equity exposure for upside blah blah) but with a good chunk of names below XX% of tangible book probably worth figuring out what sucks and what doesn't"
X Link @blondesnmoney 2025-10-07T21:08Z 49.3K followers, 92.1K engagements

"From total collapse to cash cow the resurgence of the Florida Insurance Specialists is nothing short of remarkable. While most names are already up 20-30x off the lows as we inch closer to the end of the first clean hurricane season in years I think best is yet to come"
X Link @blondesnmoney 2025-10-08T13:26Z 49.3K followers, 43.2K engagements

"Revisiting CGEO here the nice thing about it is the Net Asset Value isn't opaque since the largest holding Bank of Georgia is publicly traded. Finished Q2 at 6540 and Finished Q3 up XXXX% to 7305 doesn't take a genius to realize CGEO NAV should be up something in that neighborhood. What's also nice is CGEO has to keep the BGEO position at a certain weight to avoid tax consequences so as it goes up they trim and use the cash to repurchase their own shares at a XX% discount to net asset value. Simply put means you are getting a good deal on CGEO"
X Link @blondesnmoney 2025-10-13T14:42Z 49.3K followers, 25.7K engagements

"@pls_fix_thx @jdmsparky @kiwi_mitch77 you long"
X Link @blondesnmoney 2025-10-19T19:23Z 49.3K followers, XXX engagements

"Kinda funny $GOOG is dumping on the Open AI browser tweet because the Silicon Valley insider trades were buying blocks of Browser Yes at XX cents at X AM. Still a disconnect between the Wall Street Journal readers and the Polymarket observers I guess"
X Link @blondesnmoney 2025-10-21T15:32Z 49.3K followers, 7236 engagements

"People are piling into $BYND Dec XX strike calls for XX cents while it trades at $X which would imply the equity is worth $XX Billion at $XX. Funny"
X Link @blondesnmoney 2025-10-21T15:13Z 49.3K followers, 8685 engagements

"yeah this ones gonna be a banger"
X Link @blondesnmoney 2025-10-21T15:54Z 49.3K followers, 9781 engagements

creator/x::blondesnmoney
/creator/x::blondesnmoney