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# ![@yieldsearcher Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::48034640.png) @yieldsearcher Mr. VIX

Mr. VIX posts on X about inflation, deflation, china, if you the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::48034640/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::48034640/c:line/m:interactions.svg)

- X Week XXXXXXX +39%
- X Month XXXXXXXXX +69%
- X Months XXXXXXXXXX +208%
- X Year XXXXXXXXXX +5,506%

### Mentions: XX [#](/creator/twitter::48034640/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::48034640/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX +70%
- X Year XXXXX +350%

### Followers: XXXXXX [#](/creator/twitter::48034640/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::48034640/c:line/m:followers.svg)

- X Week XXXXXX +1.70%
- X Month XXXXXX +14%
- X Months XXXXXX +87%
- X Year XXXXXX +2,114%

### CreatorRank: XXXXXXX [#](/creator/twitter::48034640/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::48034640/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  #2167 [cryptocurrencies](/list/cryptocurrencies)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [social networks](/list/social-networks)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[inflation](/topic/inflation) #327, [deflation](/topic/deflation) 3.45%, [china](/topic/china) 2.59%, [if you](/topic/if-you) 1.72%, [repo](/topic/repo) 1.72%, [$orcl](/topic/$orcl) 1.72%, [ai](/topic/ai) 1.72%, [core](/topic/core) 1.72%, [products](/topic/products) 1.72%, [level](/topic/level) XXXX%

**Top accounts mentioned or mentioned by**
[@wahlstromgrant](/creator/undefined) [@gordianknotfinx](/creator/undefined) [@locustfunds](/creator/undefined) [@dannydayan5](/creator/undefined) [@thefoolishpig](/creator/undefined) [@tdarling1](/creator/undefined) [@planetbrady](/creator/undefined) [@amital13](/creator/undefined) [@jpanaro3105](/creator/undefined) [@xcvnrg](/creator/undefined) [@pahueg](/creator/undefined) [@sesamesoymilk](/creator/undefined) [@lordpos3idon](/creator/undefined) [@uponlytothemoon](/creator/undefined) [@tagthatstock](/creator/undefined) [@tradfidiguy](/creator/undefined) [@erineducational](/creator/undefined) [@riskcap25](/creator/undefined) [@rentyourstocks](/creator/undefined) [@zhenzhenyuyu](/creator/undefined)

**Top assets mentioned**
[Oracle Corporation (ORCL)](/topic/$orcl) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Gapcoin (GAP-1)](/topic/$gap) [Morgan Stanley (MS)](/topic/morgan-stanley) [Kimberly Clark Corp (KMB)](/topic/kimberly-clark) [Home Depot, Inc. (HD)](/topic/$hd) [Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts
Top posts by engagements in the last XX hours

"There is a noticeably growing divergence between IWM (blue) and HYG (white) esp as the former reached ATH. Function of shitco equity getting much love while shitco credit not so much"  
[X Link](https://x.com/yieldsearcher/status/1998559087672570033)  2025-12-10T01:03Z 18.6K followers, 3856 engagements


"If you have not given @amital13 a follow yet you are missing out. I highly recommend you read his excellent post in full but here is some additional context that can be helpful when doing so. The key concept to understand here is that repo logic is inverse. You are borrowing collateral not cash. (Whereas most people instinctively think of borrowing as borrowing cash and lending collateral.) High rates contributed to the current cash-shortage / collateral-surplus environment (evidenced by SOFR spikes and SRF drawdowns) by (1) making T-bills very attractive which led to an explosion in"  
[X Link](https://x.com/yieldsearcher/status/1999000441242169571)  2025-12-11T06:16Z 18.6K followers, 30.9K engagements


"For those not familiar to credit here is some reference: Implied default prob (over 5Y) for CDS: - 50bp: X% - 100: X% (ORCL) - 200: XX% - 300: XX% - 400: XX% - 500: XX% - 600: XX% (CRWV) - 700: XX% Compare this to: BBB cash spread: 110bp BB: XXX B: XXX CCC: 640"  
[X Link](https://x.com/yieldsearcher/status/1989081652929393135)  2025-11-13T21:23Z 18.6K followers, 230.3K engagements


"$GAP +4% Comps breakout tells you the entire story: - Gap: +7% vs +4% cons - Old Navy: +6% vs X% cons - Banana Republic: +4% vs X% cons - Athleta: -XX% vs -X% cons Value brands winning"  
[X Link](https://x.com/yieldsearcher/status/1991624993302802784)  2025-11-20T21:49Z 18.6K followers, 2473 engagements


"The credit market continues to give the AI thesis the Heisman. 5Y CDS for ORCL and CRWV CRWV CDS is now being quoted in upfront points (8pts) rather than spreads (725bps) a shift that happens when default risk is sufficient enuf to price off of implied recovery value instead"  
[X Link](https://x.com/yieldsearcher/status/1991904387510198340)  2025-11-21T16:19Z 18.5K followers, 18.3K engagements


"Things do not stay stag for long if the issue is on the demand side of the equation. Stagflation requires supply constraints. That is what we saw when China was in lockdown in 202122. The world is flush with excess capacity right now and China is exporting deflation"  
[X Link](https://x.com/yieldsearcher/status/1993324021916606541)  2025-11-25T14:20Z 18.5K followers, 6627 engagements


"Latest check on the biggest hall of shame DM long bond post the UK OBR headline (0.25% 2061 Gilt and yes there are pension and insurance folks who lost XX% investing in DM govies) -X% total return this yr but recent 2pt bounce off the ATL from Sep is notable"  
[X Link](https://x.com/yieldsearcher/status/1993672551835238880)  2025-11-26T13:25Z 18.6K followers, 2393 engagements


"Hard to read +4% Black Friday sales without a clear pxvol mix. High luxury % implies K-economy as well. This is a consistent trend. As service spending cools consumers have been leaning into goods as seen by Redbook at X% while dining/leisure companies are underperforming"  
[X Link](https://x.com/yieldsearcher/status/1994849663787438352)  2025-11-29T19:23Z 18.5K followers, 10.1K engagements


"Smart macro accounts learned this lesson back in April. I would note that Trumps pro-market inflection coincided with when both DXY and rates started selling off together and SOFR swap spread went deeply negative"  
[X Link](https://x.com/yieldsearcher/status/1995287093669470648)  2025-12-01T00:21Z 18.6K followers, 24.7K engagements


"Deflation is good for savers and workers bad for borrowers and capitalists"  
[X Link](https://x.com/yieldsearcher/status/1995529005533978634)  2025-12-01T16:22Z 18.6K followers, 8909 engagements


"@pahueg Morgan Stanley has a basket for each"  
[X Link](https://x.com/yieldsearcher/status/1996921696058855565)  2025-12-05T12:36Z 18.5K followers, 1512 engagements


"@AntonioZup This is global technical selloff outweighing the fundamental US deflation. Just respecting the pathway but my fundamental view remains intact. In fact the more the mkt prices in a restrictive Fed the more deflationary things will get down the road"  
[X Link](https://x.com/yieldsearcher/status/1998049943399895246)  2025-12-08T15:20Z 18.5K followers, XXX engagements


"A reminder that there are many studies that once inflation approaches/goes over X% bonds and equities exhibit positive correlations. Another way of saying in a liquidity-dominant regime every cross asset correlation converges to X (like gold and equities)"  
[X Link](https://x.com/yieldsearcher/status/1998096581732782125)  2025-12-08T18:25Z 18.6K followers, 5802 engagements


"Germany is getting flooded with Chinese imports just as their auto exports are getting pummeled over there. US and China being its two biggest export destinations outside Europe this has a significant implication for current account/eurodollar flows for the continent"  
[X Link](https://x.com/yieldsearcher/status/1998098833679749284)  2025-12-08T18:34Z 18.5K followers, 3092 engagements


"Who buys branded consumable products these days when you can buy the same private label XX% cheaper PG -XX% ytd Kimberly Clark -XX% Church & Dwight -XX% Clorox -38%"  
[X Link](https://x.com/yieldsearcher/status/1998170468994703577)  2025-12-08T23:18Z 18.5K followers, 6844 engagements


"@uponlytothemoon @amital13 Which can also be a function of lower rates (goes back to why would the Fed be cutting). Spread blows out in a cutting cycle not in a hiking cycle"  
[X Link](https://x.com/yieldsearcher/status/1999157517494985136)  2025-12-11T16:41Z 18.6K followers, XX engagements


"I have come to realize Korea is the leading indicator for many things happening in the US"  
[X Link](https://x.com/yieldsearcher/status/1996687815053357324)  2025-12-04T21:07Z 18.6K followers, 64.9K engagements


"Steepening yield curve with JPY depreciation (inflating overseas USD assets) = Amazing for Japanese banks. Unrealized losses on their investments can grow but as long as the mkt believes there will be liquidity safeguards in place"  
[X Link](https://x.com/yieldsearcher/status/1998053859080438261)  2025-12-08T15:35Z 18.6K followers, 8187 engagements


"🤷 (now lapping Cyber Monday; this data includes services and durable trxn data alongside merchandise goods) Again may not be the most accurate data but trend within this consistent sample set is going in a very clear one way direction"  
[X Link](https://x.com/yieldsearcher/status/1998080709651816696)  2025-12-08T17:22Z 18.6K followers, 7454 engagements


"Does not look like Black Friday was fantastic for HD/home products"  
[X Link](https://x.com/yieldsearcher/status/1998373882043228473)  2025-12-09T12:47Z 18.6K followers, 4810 engagements


"TSA Airport Passenger Traffic % YoY - Sep: +0.5% - Oct: +4.0% - Nov: -XXX% - Dec MTD (12/1-12/8): -XXX% 🤔 Does not look like airfares are going to be a headwind for inflation for Nov and Dec"  
[X Link](https://x.com/yieldsearcher/status/1998424667313619299)  2025-12-09T16:09Z 18.6K followers, 1958 engagements


"Lowest quit rate since COVID is generally not an environment where inflation is the primary concern"  
[X Link](https://x.com/yieldsearcher/status/1998434142741004648)  2025-12-09T16:46Z 18.6K followers, 10.7K engagements


"Danny and I are polar opposites in our inflation/deflation debate but I respect his views. One thing we might both agree on is that recession risk is remote (though I am firmly in the slowdown camp and Danny is in the reflation camp). What has surprised me is how slowly this debate has moved toward any conclusion. Eight months after we started were still at it 😂. But honestly I just enjoy the sport of it all"  
[X Link](https://x.com/yieldsearcher/status/1998513766246310142)  2025-12-09T22:03Z 18.6K followers, XXX engagements


"China CPI report is an interesting one. Key items showing reacceleration of deflation -Housing -XXX% -Daily Staples -XXX% -Transport & Communications -XXX% -Education -XXX% But "Other Supplies and Services" line item +1.2% MoM (+14.2% YoY) to keep the core CPI at -XXX% MoM"  
[X Link](https://x.com/yieldsearcher/status/1998580483106693257)  2025-12-10T02:28Z 18.6K followers, 6539 engagements


"Is it just me or is there a lot of earthquakes going on in Japan this month"  
[X Link](https://x.com/yieldsearcher/status/1998774450574037108)  2025-12-10T15:18Z 18.6K followers, 3177 engagements


"@planetbrady Lower 10Y implies full control in inflation and housing mkt saved. A good win for the Main St"  
[X Link](https://x.com/yieldsearcher/status/1998931241714987321)  2025-12-11T01:42Z 18.6K followers, XXX engagements


"GDP +2.6% if you take out import decline +2.3% if you also take out govt spending increase (making up for the decline in 1H) Consumption revised down from +3.1% +2.7% barely up from XXX% in Q2. Also NY Feds est stands at +2.3% inclusive of all the import and govt factors"  
[X Link](https://x.com/yieldsearcher/status/1996991000657510502)  2025-12-05T17:12Z 18.6K followers, 3108 engagements


"Rates and DXY higher But so are PMs and crypto. Dont see this very often"  
[X Link](https://x.com/yieldsearcher/status/1998426358721228914)  2025-12-09T16:15Z 18.6K followers, 5610 engagements


"@DannyDayan5 BOIL (and UVIX) the biggest widowmaker ETF"  
[X Link](https://x.com/yieldsearcher/status/1998516701105893785)  2025-12-09T22:14Z 18.6K followers, 3148 engagements


"Makes no sense without a massive global dollar revaluation (Mar-a-Lago)"  
[X Link](https://x.com/yieldsearcher/status/1998859959724085683)  2025-12-10T20:58Z 18.6K followers, 4908 engagements


"Historically what lifts the lower/middle class is the creation of high-paying productive jobs driven by real capex (which is what rate cuts are supposed to help by lowering the cost-of-capital hurdle). This is what the internet delivered in the 90s. Will AI capex do the same"  
[X Link](https://x.com/yieldsearcher/status/1996218107145130120)  2025-12-03T14:00Z 18.6K followers, 6040 engagements


"Great read. As our system becomes increasingly reliant on the repo market for financial leverage there are just as many participants who are borrowing collateral (i.e. short rates) and who stand to lose billions if rates rally sharply. It is not just the absolute level of rates that matters but also the degree of volatility. A good reminder that the longer and higher the market goes the more leverage builds up and the more fragile and susceptible to external shocks the system becomes"  
[X Link](https://x.com/yieldsearcher/status/1996328675092906422)  2025-12-03T21:20Z 18.6K followers, 11.5K engagements


"Russell +15% ytd Profitable Russell: +9.7% Unprofitable Russell: +45% Thats the tweet. ☠"  
[X Link](https://x.com/yieldsearcher/status/1996671690395513085)  2025-12-04T20:03Z 18.6K followers, 222.5K engagements


"@uponlytothemoon @amital13 It is a slow process. Keep in mind we are still in a collateral surplus regime. The cash shortage is acute enough for the Fed to provide relief but my last pt here is that they need to be careful not to overdo it and flip the balance the other way too quickly"  
[X Link](https://x.com/yieldsearcher/status/1999110331470168453)  2025-12-11T13:33Z 18.6K followers, XXX engagements


"As I look at gold +60% and silver +110% YTD I have to chuckle at the fact that all my carefully thought-out analyses and trades which consumed XX% of my mental bandwidth this yr are severely underperforming my spite the system pet rock trade which required absolutely none"  
[X Link](https://x.com/yieldsearcher/status/1999117016158883864)  2025-12-11T14:00Z 18.6K followers, 4166 engagements


"What happens to JPY next wk if we get soft US NFP + soft US CPI + BoJ Hike"  
[X Link](https://x.com/yieldsearcher/status/1999466254642610233)  2025-12-12T13:07Z 18.6K followers, 4051 engagements


"I thought we had too much demand and too little supplies for these data centers"  
[X Link](https://x.com/yieldsearcher/status/1999485812241838155)  2025-12-12T14:25Z 18.6K followers, 2257 engagements


"HYG is an extremely liquidity-sensitive product. When you are a $1.5t asset class sandwiched between a $50t Treasury & IG corp credit market and a $60T equity market flows from major asset allocators will have a much outsized impact. The asset class is simply too small for large reallocations not to leave a mark. Hence why after Bitcoin HYG is arguably my second-favorite financial market liquidity indicator. Recently HY funds (see the red bars on the left chart below) have experienced three consecutive weeks of outflows. That pattern alone is enough to noticeably tighten liquidity across the"  
[X Link](https://x.com/yieldsearcher/status/1992222643932581972)  2025-11-22T13:24Z 18.6K followers, 13.5K engagements


"Interestingly unprofitable credits not getting the same love as unprofitable equities"  
[X Link](https://x.com/yieldsearcher/status/1996938510582862272)  2025-12-05T13:43Z 18.6K followers, 3553 engagements


"Below is ADP Payroll in Small Companies. Note the uncanny timing of this peaking right in April 2025 (Liberation Day) and the pace at which this is now softening. This is a major political liability going into the midterm and something this Admin needs to fix quickly"  
[X Link](https://x.com/yieldsearcher/status/1998857497092968569)  2025-12-10T20:48Z 18.6K followers, 29K engagements


"Where was this Goolsbee in 22-24"  
[X Link](https://x.com/yieldsearcher/status/1999520645516865945)  2025-12-12T16:44Z 18.6K followers, 2319 engagements