# ![@yieldsearcher Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::48034640.png) @yieldsearcher Dave the Jersey Guy

Dave the Jersey Guy posts on X about inflation, china, money, fed the most. They currently have [------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::48034640/interactions)
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- [--] Week [---------] +259%
- [--] Month [---------] +267%
- [--] Months [----------] +95%
- [--] Year [----------] +1,335%

### Mentions: [--] [#](/creator/twitter::48034640/posts_active)
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- [--] Week [---] -16%
- [--] Month [---] +51%
- [--] Months [-----] +90%
- [--] Year [-----] +233%

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

- [--] Week [------] +1.30%
- [--] Month [------] +8.60%
- [--] Months [------] +94%
- [--] Year [------] +605%

### CreatorRank: [-------] [#](/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)  #4498 [countries](/list/countries)  [currencies](/list/currencies)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [travel destinations](/list/travel-destinations)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [us election](/list/us-election) 

**Social topic influence**
[inflation](/topic/inflation) #1276, [china](/topic/china), [money](/topic/money), [fed](/topic/fed), [deflation](/topic/deflation) #57, [japan](/topic/japan), [tariffs](/topic/tariffs) #1182, [vix](/topic/vix) #24, [debt](/topic/debt) #1180, [rates](/topic/rates)

**Top accounts mentioned or mentioned by**
[@rachell11179070](/creator/undefined) [@gonogokorea](/creator/undefined) [@junkoperator](/creator/undefined) [@yieldsearcher](/creator/undefined) [@realjohngaltfla](/creator/undefined) [@lordpos3idon](/creator/undefined) [@adrunkenmiller](/creator/undefined) [@gammablast](/creator/undefined) [@tradfidiguy](/creator/undefined) [@thefoolishpig](/creator/undefined) [@dariocpx](/creator/undefined) [@levensondavid](/creator/undefined) [@monetaryguy589](/creator/undefined) [@cessnadriver50](/creator/undefined) [@planetbrady](/creator/undefined) [@stockmomo](/creator/undefined) [@zanjacquref](/creator/undefined) [@frankoz95967943](/creator/undefined) [@gaybearres](/creator/undefined) [@mauiboymacro](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Apple, Inc. (AAPL)](/topic/$aapl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@frankoz95967943 If MBS were to have his revenge this wk would be as good as any. In any case the intensity of these moves (which you lay out so eloquently) only strengthens my belief the underlying stress in the system is near breaking pt and very vulnerable to external shock"  
[X Link](https://x.com/yieldsearcher/status/1726564612668264629)  2023-11-20T11:34Z [---] followers, [--] engagements


"@frankoz95967943 Also 20y treasury auction today. Cant blame hack again this time"  
[X Link](https://x.com/yieldsearcher/status/1726565299217215741)  2023-11-20T11:37Z [---] followers, [--] engagements


"@MikeCristo8 @JackStr42679640 @DarioCpx Arab-China summit + 20y treasury auction today. Everything is aligning up for a spectacular day"  
[X Link](https://x.com/yieldsearcher/status/1726568619562488204)  2023-11-20T11:50Z [---] followers, [---] engagements


"@DarioCpx Oil embargo from arab-china summit + effective blockade of Suez Canal by Yemen My q is how long does IDF last under such scenario"  
[X Link](https://x.com/yieldsearcher/status/1726584182653260141)  2023-11-20T12:52Z [----] followers, [---] engagements


"@highyield6 Guessing market is technically stretched and lower bond yield + gold rising (dxy down) can also be interpreted as recessionary signals"  
[X Link](https://x.com/yieldsearcher/status/1729594544604201068)  2023-11-28T20:14Z [---] followers, [---] engagements


"@Dioclet54046121 Dont you understand NVDA and MSFT are the riskless assets under this new finance regime. (Note: this is written with sarcasm font)"  
[X Link](https://x.com/yieldsearcher/status/1729731731714883606)  2023-11-29T05:19Z [---] followers, [--] engagements


"@DarioCpx Did they say whens the next court date"  
[X Link](https://x.com/yieldsearcher/status/1731497535980687684)  2023-12-04T02:15Z [---] followers, [----] engagements


"@AlessioUrban Some nuanced dynamic here. Without key catalysts (major corporate defaults) high yield will trade in tandem with treasuries. Bears look at 400bp spread and see it tight but bulls look at 8.5-9.0% yield without major default risk and see it as a superior bargain to equity"  
[X Link](https://x.com/yieldsearcher/status/1732728503403950462)  2023-12-07T11:47Z [---] followers, [---] engagements


"@blu5rose @RetirementRight I dont disagree. But the rolling + leverage decay on that etf is massive so need to get timing super right. Good luck"  
[X Link](https://x.com/yieldsearcher/status/1735017167345569895)  2023-12-13T19:21Z [---] followers, [--] engagements


"@Mr_Derivatives Do it again"  
[X Link](https://x.com/yieldsearcher/status/1737585364951237008)  2023-12-20T21:26Z [---] followers, [---] engagements


"@RetirementRight I second the meh part. Remember how today we faded the red futures mark in less than [--] minutes back to green"  
[X Link](https://x.com/yieldsearcher/status/1737701178455040279)  2023-12-21T05:07Z [---] followers, [--] engagements


"@Citrini7 I mean think about quality of businesses that go belly up during zero rate environment (kodak bed bath and beyond)"  
[X Link](https://x.com/yieldsearcher/status/1737982079671914943)  2023-12-21T23:43Z [---] followers, [--] engagements


"@junkbondanalyst Cant catch a break"  
[X Link](https://x.com/anyuser/status/1745230398076940525)  2024-01-10T23:45Z [--] followers, [---] engagements


"@AlessioUrban This is drybulk (raw commodity) shipping rate. Red Sea doesnt play a big role there (mostly Brazil Australia and Africa to China). Red Sea is impacting containerships (final goods) tankers (oil and LNG) may follow. Drybulk plays little role in western inflation"  
[X Link](https://x.com/yieldsearcher/status/1746676561879716056)  2024-01-14T23:31Z [---] followers, [---] engagements


"@RetirementRight Curious why did you think this wk would be the week"  
[X Link](https://x.com/yieldsearcher/status/1751778578348315127)  2024-01-29T01:25Z [---] followers, [---] engagements


"@RetirementRight Gotta keep the narrative of oil down equity up inflation low till Nov [--]. Cant have war when this govt is turning on all spigots to prevent economic crash till this election"  
[X Link](https://x.com/yieldsearcher/status/1751825254480035915)  2024-01-29T04:31Z [---] followers, [---] engagements


"@RetirementRight But this is why this mkt is hard. Really a question of who wins Yellens hell or high water deficit spending or geopolitics. Think bulls will lose ultimately but will bears live to see that day"  
[X Link](https://x.com/anyuser/status/1751825910792139126)  2024-01-29T04:33Z [--] followers, [--] engagements


"@junkbondanalyst The irony of not being able to ask your FAs for thoughts on valuation"  
[X Link](https://x.com/yieldsearcher/status/1752162593228144867)  2024-01-30T02:51Z [---] followers, [---] engagements


"@RetirementRight Greater the rise even greater the fall. Now I am starting to be afraid that if/when bears are vindicated bulls and marketmakers wont be able to pay for my vix calls and puts"  
[X Link](https://x.com/yieldsearcher/status/1755422546059460659)  2024-02-08T02:45Z [---] followers, [--] engagements


"@HighyieldHarry So spot on. Also add unscrupulous mgmt trying yo torch their biz to file Chapter [--] and cut a new MIP"  
[X Link](https://x.com/yieldsearcher/status/1756351916601192769)  2024-02-10T16:18Z [---] followers, [---] engagements


"@TBlanch7828 @RetirementRight VIX tells you all you need to know. Big boys who sold biblical amount of puts over the past few months are panicking. My worry is that when my puts/vix calls print I might not have a counterparty to collect the check"  
[X Link](https://x.com/yieldsearcher/status/1757527827753152883)  2024-02-13T22:11Z [---] followers, [--] engagements


"@DarioCpx In a sense I can rationalize todays equity px action. Look at 10y. Horrible auction today. There is no demand even for mere $39b long dated treasuries. Also look at gold and breakeven rates. Mkt is saying Fed lost control of inflation on which you sell bonds and buy stocks"  
[X Link](https://x.com/yieldsearcher/status/1767738118768136690)  2024-03-13T02:23Z [---] followers, [---] engagements


"@frankoz95967943 I see what you see (full credit to you for enlightening me) as TPTB crosses every boundary of what I thought was possible to push oil price down and rate cut narrative alive. Meanwhile I just paid $20 for Chipotle burrito and talk to ppl who struggle with $200k+ salary in NY"  
[X Link](https://x.com/yieldsearcher/status/1769111938032648427)  2024-03-16T21:22Z [---] followers, [--] engagements


"@RetirementRight Prop up the coin during mkt hour to lure money into the etfs and hose them during weekend so that you can bring more etf flows at lower px level"  
[X Link](https://x.com/yieldsearcher/status/1773368562733781127)  2024-03-28T15:16Z [---] followers, [--] engagements


"@Dioclet54046121 The issue at hand is whether our financial system can continue operating as is. The current gold is def expensive when measured against real bond yield. But most are missing the fact that right now foreign CBs and China are casting vote of no confidence to our fiat system"  
[X Link](https://x.com/yieldsearcher/status/1773419330962633008)  2024-03-28T18:38Z [---] followers, [--] engagements


"@leadlagreport Here is the issue and I sympathize with bulls on this pt. Gold oil and cryptos are sending a warning for sure but it is not against our economy. It is our darn Treasuries the riskless assets. So why not buy equities since if we r fed everyone is too"  
[X Link](https://x.com/yieldsearcher/status/1773421289341935972)  2024-03-28T18:45Z [---] followers, [---] engagements


"@frankoz95967943 Wait TPTB wants stocks down now But how so you achieve that while crushing vix and weaken USD to weaken oil"  
[X Link](https://x.com/yieldsearcher/status/1773432927415627818)  2024-03-28T19:32Z [---] followers, [--] engagements


"@AntiWarParty1 @Dioclet54046121 That was [----] so bond yield was practically zero. The relationship between gold and real bond yield js stronger than that of silver because silver also has industrial usage (which many believe is just a mainstream narrative behind bigger price suppression)"  
[X Link](https://x.com/yieldsearcher/status/1773437136215163094)  2024-03-28T19:48Z [---] followers, [--] engagements


"@AntiWarParty1 @Dioclet54046121 Not surprised silver also had its highs in Jan [----] which was peak inflation pre-Volcker rate hike. You got me curious so I checked it out. In Jan [----] 10y yield was 10.8%. CPI in Jan [----] was 13.9%. So that gives you negative real yield of 3%"  
[X Link](https://x.com/yieldsearcher/status/1773443473749737644)  2024-03-28T20:14Z [---] followers, [--] engagements


"@frankoz95967943 You think the equity market is in for a ride if rate goes up. Wait till you see the corporate credit market. Absolutely no one is positioned for rate increase when HY spread is mere 300bps. Fed losing control of 10y will unleash hell bigger than [----] (regionals r gone)"  
[X Link](https://x.com/yieldsearcher/status/1773451929152102874)  2024-03-28T20:47Z [---] followers, [---] engagements


"@RetirementRight To be fair gold is a bigger market than Cocoa and OJ. That said given TPTB are willing to trash our govt balance sheet to save the stock mkt and election my fear of systematic collapse is getting bigger. As much as I wish you are wrong on this I think you may be proven right"  
[X Link](https://x.com/yieldsearcher/status/1773453946511601855)  2024-03-28T20:55Z [---] followers, [---] engagements


"@DarioCpx With all those headlines that would normally drive any company into Chapter [--] Boeing CDS is still at mere 100-110bp. Credit market still largely considers Boeing as a quasi-US sovereign. Mkt wont crack until US sovereign risk pops and gold/oil/10y are screaming there is smoke"  
[X Link](https://x.com/yieldsearcher/status/1773868493680587253)  2024-03-30T00:23Z [---] followers, [---] engagements


"@stackthesegains @EddyElfenbein I got some junk bonds yielding 8% if you are interested ;-)"  
[X Link](https://x.com/yieldsearcher/status/1774182648635683006)  2024-03-30T21:11Z [---] followers, [----] engagements


"@GONOGO_Korea US govt is getting margin called"  
[X Link](https://x.com/yieldsearcher/status/1774818407524806742)  2024-04-01T15:17Z [---] followers, [---] engagements


"@leadlagreport That is right. We are not fed. We are doubly royally fed"  
[X Link](https://x.com/yieldsearcher/status/1774819029410017706)  2024-04-01T15:20Z [---] followers, [--] engagements


"@zerohedge You know. Some allies Biden have. Ukraine and Israel just jacking up oil prices going into the election"  
[X Link](https://x.com/yieldsearcher/status/1774829593196704055)  2024-04-01T16:02Z [---] followers, [---] engagements


"@FusionptCapital Rate hike"  
[X Link](https://x.com/yieldsearcher/status/1775682496191177157)  2024-04-04T00:31Z [---] followers, [--] engagements


"@frankoz95967943 I have always wondered what does it take to go beyond the standard of gross negligence and willful misconduct"  
[X Link](https://x.com/yieldsearcher/status/1776555100330135566)  2024-04-06T10:18Z [---] followers, [--] engagements


"@acrashiscoming @DarioCpx Does feel like we will have the final battle between bulls and bears sooner rather than later"  
[X Link](https://x.com/yieldsearcher/status/1777141467384893595)  2024-04-08T01:08Z [---] followers, [--] engagements


"@DarioCpx Sometimes I sit back and admire the sheer willpower needed to short paper oil here. And then I wonder why this persistence and come to a conclusion that it cannot be anything good. In any case when oil and gold were down I immediate looked at 10Y and smiled"  
[X Link](https://x.com/yieldsearcher/status/1777142789098090829)  2024-04-08T01:13Z [---] followers, [---] engagements


"@GONOGO_Korea    "  
[X Link](https://x.com/yieldsearcher/status/1777259332872073249)  2024-04-08T08:56Z [---] followers, [--] engagements


"@GONOGO_Korea Selling put is a hard business"  
[X Link](https://x.com/yieldsearcher/status/1777259792072892637)  2024-04-08T08:58Z [---] followers, [--] engagements


"@GONOGO_Korea  BOJ .      /  "  
[X Link](https://x.com/yieldsearcher/status/1777262599245021309)  2024-04-08T09:09Z [---] followers, [--] engagements


"@cryptocreep32 @GONOGO_Korea  .    . Japan/US/EU banks are all in on borrowing yen and investing in UST. BOJ    "  
[X Link](https://x.com/yieldsearcher/status/1777265097439662584)  2024-04-08T09:19Z [---] followers, [--] engagements


"@cryptocreep32 @GONOGO_Korea  . market cap its 90% holding of ARM. ARM  .     .  fare of Japan depends on px of ARM (ie US equity mkt)"  
[X Link](https://x.com/yieldsearcher/status/1777266305583714413)  2024-04-08T09:24Z [---] followers, [--] engagements


"@cryptocreep32 @GONOGO_Korea    "  
[X Link](https://x.com/yieldsearcher/status/1777266987783098611)  2024-04-08T09:27Z [---] followers, [--] engagements


"@GONOGO_Korea Reuters headline - Iran says Israeli presence in UAE is a threat. Mass liquidation including gold and oil ongoing"  
[X Link](https://x.com/yieldsearcher/status/1777710754969292881)  2024-04-09T14:50Z [---] followers, [----] engagements


"@GONOGO_Korea DXY thru the roof. JPY breached [---] (BOJs rumored maginot line). Now [-----]. Next [--] hours you should focus on Japan"  
[X Link](https://x.com/yieldsearcher/status/1778072154459844692)  2024-04-10T14:46Z [---] followers, [---] engagements


"@GONOGO_Korea Rates going up but commodities are ripping. Uncle Sam now needs war or regional banking crisis to save the Treasuries. And if I were a macro trader in US I would be staying up all night looking at Japan. JPY on freefall"  
[X Link](https://x.com/yieldsearcher/status/1778117200005435477)  2024-04-10T17:45Z [---] followers, [---] engagements


"@frankoz95967943 I hope the plan does not involve selling down SPR while praying for deescalation in the Middle East"  
[X Link](https://x.com/yieldsearcher/status/1778379138870518221)  2024-04-11T11:06Z [---] followers, [--] engagements


"@GONOGO_Korea   in bond guys eyes everything seems convexed southside"  
[X Link](https://x.com/yieldsearcher/status/1779874209532977371)  2024-04-15T14:07Z [---] followers, [--] engagements


"@RetirementRight If you are still trading on Hood after GME then I have no sympathy"  
[X Link](https://x.com/yieldsearcher/status/1781158543497801931)  2024-04-19T03:11Z [---] followers, [--] engagements


"@DarioCpx Only thing deflating in Japan is their peoples standard of living. GDP per capita now lower than Koreas unthinkable 10yrs ago"  
[X Link](https://x.com/yieldsearcher/status/1783666612840575203)  2024-04-26T01:17Z [---] followers, [----] engagements


"@DarioCpx The signs of Americas demise are everywhere to everyone except those gambling degens in Wall St"  
[X Link](https://x.com/yieldsearcher/status/1784214315601408439)  2024-04-27T13:33Z [---] followers, [--] engagements


"@DarioCpx So what will the specs do Reshort yen and call their bluff forcing mass dumping of Treasuries Or unwind carry trade and sell US assets Conclusion is the same but I am curious about the pathway"  
[X Link](https://x.com/yieldsearcher/status/1784805720698871928)  2024-04-29T04:43Z [---] followers, [----] engagements


"@DarioCpx Was a fascinating day. The pullforward of Treasury buyback by Yellen Powells dogmatic dovishneed and tapering QT. Then 10y started fading the initial rally and risk assets soon followed. And right after close JPY cratered and I realized what today was all about. Climactic end"  
[X Link](https://x.com/yieldsearcher/status/1785797357688291813)  2024-05-01T22:24Z [---] followers, [---] engagements


"@MarshmallowCap @merlinscapital If JPY goes down too much trillion dollars worth of carry trade gets liquidated. US treasuries and risk assets dumped. Pretty much end of the banking system in the Western world if that happens"  
[X Link](https://x.com/yieldsearcher/status/1785859414777311404)  2024-05-02T02:30Z [---] followers, [--] engagements


"@Krta1972 @merlinscapital The Yen depreciation in and of itself is good for risk assets (more carry trade to invest in US). But it has reached a pt of saturation where it is simply unsustainable. Whatever their response is (japan raising rates or dumping Treasuries to defend JPY) will be very bearish"  
[X Link](https://x.com/yieldsearcher/status/1785860843692839036)  2024-05-02T02:36Z [---] followers, [--] engagements


"@GingkoPT Oil still down despite rates rallying. That would be a classic recessionary indicator on my book. US supply has been flat so it aint supply driving down prices. Either oil goes up and stagflation confirmed or oil goes down on aggregate demand destruction"  
[X Link](https://x.com/yieldsearcher/status/1786494190773309465)  2024-05-03T20:33Z [---] followers, [---] engagements


"@GONOGO_Korea Still lot of vol sellers out there and dealer gamma is positive. CPI gotta come in hot to whack this still bullish flow"  
[X Link](https://x.com/yieldsearcher/status/1788965506218635677)  2024-05-10T16:13Z [---] followers, [---] engagements


"@frankoz95967943 Was truly clockwork. As soon as that stagflationary Michigan print came on oil sold off almost $2 nonstop for four hours. Gaza ceasefire false alarms couldnt do the trick so now they are just dumping paper oil at whatever headline hits and justify narratives afterwards"  
[X Link](https://x.com/yieldsearcher/status/1789031731233706331)  2024-05-10T20:36Z [---] followers, [--] engagements


"@frankoz95967943 Irony is by making oil artificially lower you are guaranteeing even worse stagflation. This madness needs to stop yesterday or else we might not have a financial system in [----]. (Upon further thought that may not be the most terrible thing for the world)"  
[X Link](https://x.com/yieldsearcher/status/1789036593937854747)  2024-05-10T20:55Z [---] followers, [--] engagements


"@Mr_Derivatives That is the ultimate influence that every fintweet account strives for"  
[X Link](https://x.com/yieldsearcher/status/1789983689268412419)  2024-05-13T11:39Z [---] followers, [---] engagements


"@DrJStrategy That is fair but I dont remember people coming up with noisy first data argument when we were seeing disinflation"  
[X Link](https://x.com/yieldsearcher/status/1790390546113933362)  2024-05-14T14:35Z [---] followers, [---] engagements


"@HighyieldHarry Tfw you talk to GLG consultants get incredibly bullish only to find out that you and everyone else is on the same consensus trade cuz they talked to the same expert"  
[X Link](https://x.com/yieldsearcher/status/1790554612128235556)  2024-05-15T01:27Z [---] followers, [----] engagements


"@MomAngtrades This time may be different mentality is why we have a market in the first place"  
[X Link](https://x.com/yieldsearcher/status/1790556642595012617)  2024-05-15T01:35Z [---] followers, [--] engagements


"@great_martis Going forward I struggle with what is the bull thesis for a leg higher from here. Spx fully px at 19x PE. Soft landing is priced in with two rate cuts by year end. Any more rate cuts will entail recession so bearish. And if we are in h4l wacc needs to be repriced upward"  
[X Link](https://x.com/yieldsearcher/status/1790911255571542410)  2024-05-16T01:04Z [---] followers, [---] engagements


"@frankoz95967943 Vix and equity are the only two things escaping carnage now. But for how much longer Bond yields up gold/silver/oil to the moon right now. If equity and vix dont correct now monster commodity inflation should sooner or later"  
[X Link](https://x.com/yieldsearcher/status/1791551317946577328)  2024-05-17T19:28Z [---] followers, [--] engagements


"@leadlagreport Not for long FFIE/FLJ gold/silver/oil moves are multiple standard deviation move. There will be blood amongst some key financial players this wknd. The last time I saw these kind of wacky moves was Bill Hwang. And that brought CS down"  
[X Link](https://x.com/yieldsearcher/status/1791552803518796020)  2024-05-17T19:34Z [---] followers, [---] engagements


"@great_martis Someone clearly got torched this wk between meme stocks and gold/silver. May not be [----] but certainly feel like Bill Hwang/CS"  
[X Link](https://x.com/yieldsearcher/status/1791553171959005638)  2024-05-17T19:35Z [---] followers, [---] engagements


"@GONOGO_Korea Commodities (gold silver copper oil) were getting bid hard on Friday. Guess someone always knows :)"  
[X Link](https://x.com/yieldsearcher/status/1792283156814393837)  2024-05-19T19:56Z [---] followers, [---] engagements


"@zhao_dashuai @blakebenson42 As much as I hate to admit this she is right about Boeing (and GE and to be followed by Apple). Manufacturing data has been very recessionary. US raising rates failed to KO China. And China seems to know US weaknesses: TSMC and commodities (inflation)"  
[X Link](https://x.com/yieldsearcher/status/1792390051944624370)  2024-05-20T03:01Z [---] followers, [---] engagements


"@zhao_dashuai Real reason: US rate hikes have not funneled capital into manufacturing rather the stock market & properties bubble. Clearly you think too highly of us. Propping up financial wealth over real economy is a feature not a bug of US economic policy"  
[X Link](https://x.com/yieldsearcher/status/1792392362972373131)  2024-05-20T03:10Z [---] followers, [---] engagements


"@GONOGO_Korea Rate cut now guaranteed"  
[X Link](https://x.com/yieldsearcher/status/1793343710765502537)  2024-05-22T18:10Z [---] followers, [---] engagements


"@GONOGO_Korea This tells you the difference between MS and JPM leadership. Jamie Dimon is very comfortable expressing and tolerating non-consensus view. MS (and just about every other banks in WS) needs soft landing; you can bet that Mike Wilson did not change his opinion on his own will"  
[X Link](https://x.com/yieldsearcher/status/1793344640562704489)  2024-05-22T18:14Z [---] followers, [--] engagements


"@GONOGO_Korea Leadership matters. Many finance folks otherwise some of the most brilliant intelligentsias make absolutely horrible managers"  
[X Link](https://x.com/yieldsearcher/status/1793345375807369413)  2024-05-22T18:17Z [---] followers, [--] engagements


"@GONOGO_Korea X "  
[X Link](https://x.com/yieldsearcher/status/1794414813113938009)  2024-05-25T17:06Z [---] followers, [--] engagements


"@GONOGO_Korea Soccer is like trading. You can come up with most elaborate analysis plans and tactics but you can still lose to a guy next door"  
[X Link](https://x.com/yieldsearcher/status/1794453766164672657)  2024-05-25T19:41Z [---] followers, [---] engagements


"@GONOGO_Korea You underestimate Americans flex culture at your own peril"  
[X Link](https://x.com/yieldsearcher/status/1794836551060664543)  2024-05-26T21:02Z [---] followers, [--] engagements


"@junkbondanalyst Liability Management Exercises"  
[X Link](https://x.com/yieldsearcher/status/1794836909815992500)  2024-05-26T21:04Z [---] followers, [---] engagements


"@DarioCpx That and Gamestop too (in germany)"  
[X Link](https://x.com/yieldsearcher/status/1795128195118666165)  2024-05-27T16:21Z [---] followers, [---] engagements


"@AlessioUrban Oil technicals are better though back to Dec [----] level so pretty underweight. Obv geopolitical premium is anyones guess. You add Bidens intention to release SPR which puts a ceiling so think we stay at 80-90 range NT. OPEC can always surprise us but prob not this time"  
[X Link](https://x.com/yieldsearcher/status/1795563291751645488)  2024-05-28T21:10Z [---] followers, [---] engagements


"@junkbondanalyst Here comes the boom"  
[X Link](https://x.com/yieldsearcher/status/1796280342128812335)  2024-05-30T20:39Z [---] followers, [---] engagements


"@GONOGO_Korea   . Trump jury has the verdict"  
[X Link](https://x.com/yieldsearcher/status/1796280867004014693)  2024-05-30T20:41Z [---] followers, [--] engagements


"@GONOGO_Korea Decision to be public in an hour or so"  
[X Link](https://x.com/yieldsearcher/status/1796281254478004508)  2024-05-30T20:43Z [---] followers, [---] engagements


"@GONOGO_Korea You bet buddy"  
[X Link](https://x.com/yieldsearcher/status/1796281613451714846)  2024-05-30T20:44Z [---] followers, [---] engagements


"@CrazyAlb88 @junkbondanalyst Prob a good bet"  
[X Link](https://x.com/yieldsearcher/status/1796282436772385275)  2024-05-30T20:48Z [---] followers, [--] engagements


"@GONOGO_Korea Probably guilty. They arent acquitting him this soon. Lets see"  
[X Link](https://x.com/yieldsearcher/status/1796283201972838603)  2024-05-30T20:51Z [---] followers, [----] engagements


"@JBryaunt97395 @GONOGO_Korea Guilty on all [--] counts. Sentencing on 7/11. Whether he will be in jail (or post a bond) till sentencing is TBD"  
[X Link](https://x.com/yieldsearcher/status/1796354028206739616)  2024-05-31T01:32Z [---] followers, [---] engagements


"@his_eminence_j NY law which basically drives our entire commerce and global debt market took a big hit. There will be a long term ramification on this"  
[X Link](https://x.com/yieldsearcher/status/1796354488858800610)  2024-05-31T01:34Z [---] followers, [---] engagements


"@neverendinghun @GONOGO_Korea .      TJ Maxx    "  
[X Link](https://x.com/yieldsearcher/status/1796564079307587810)  2024-05-31T15:27Z [---] followers, [--] engagements


"@nope_its_lily Textbook risk off liquidation. We still live in dollar based financial system"  
[X Link](https://x.com/yieldsearcher/status/1796568342800769126)  2024-05-31T15:44Z [---] followers, [---] engagements


"@AlessioUrban The irony here is all that liquidity is exiting the Treasury mkt"  
[X Link](https://x.com/yieldsearcher/status/1796621564282036255)  2024-05-31T19:15Z [---] followers, [---] engagements


"@AlessioUrban Rock on"  
[X Link](https://x.com/yieldsearcher/status/1796621866980757907)  2024-05-31T19:16Z [---] followers, [---] engagements


"Liquidity on our riskless asset class at its worst in [--] yrs"  
[X Link](https://x.com/yieldsearcher/status/1796661559822840166)  2024-05-31T21:54Z [---] followers, [---] engagements


"VIX shall have its day. Just not today. Enjoy the wknd"  
[X Link](https://x.com/yieldsearcher/status/1796662108525826354)  2024-05-31T21:56Z [---] followers, [--] engagements


"@peruvian_bull Marginal return on incremental suppression is coming down quite a bit. We all know it is unsustainable. Only q is can it last into the election or does it break before"  
[X Link](https://x.com/yieldsearcher/status/1796665740977754188)  2024-05-31T22:11Z [---] followers, [---] engagements


"@Globalflows I hate that I get this joke. But it is a great joke"  
[X Link](https://x.com/yieldsearcher/status/1796688508440006760)  2024-05-31T23:41Z [---] followers, [---] engagements


"@RisingTut One day"  
[X Link](https://x.com/yieldsearcher/status/1796694611760415219)  2024-06-01T00:05Z [---] followers, [--] engagements


"@ThHappyHawaiian Part time jobholders count as employed"  
[X Link](https://x.com/yieldsearcher/status/1796698598006042944)  2024-06-01T00:21Z [---] followers, [---] engagements


"Rate cut guaranteed rofl"  
[X Link](https://x.com/yieldsearcher/status/1796940711624859806)  2024-06-01T16:23Z [---] followers, [--] engagements


"@WallStreetSilv So true"  
[X Link](https://x.com/yieldsearcher/status/1796951759224479860)  2024-06-01T17:07Z [---] followers, [---] engagements


"@GONOGO_Korea         "  
[X Link](https://x.com/yieldsearcher/status/1797655103576609247)  2024-06-03T15:42Z [---] followers, [--] engagements


"@GONOGO_Korea I know you know it was for the original questioners benefit :)"  
[X Link](https://x.com/yieldsearcher/status/1797655313715519624)  2024-06-03T15:43Z [---] followers, [---] engagements


"@GONOGO_Korea Generational buying opportunity Gonogo supports"  
[X Link](https://x.com/yieldsearcher/status/1797655707623547322)  2024-06-03T15:44Z [---] followers, [--] engagements


"@GONOGO_Korea So succinctly well put. I do think you need an external trigger to blow this all up though (Japan geopolitics China/Taiwan). Otherwise feels like TPTB have just enuf resouces to grind it to the election"  
[X Link](https://x.com/yieldsearcher/status/1797733197062770824)  2024-06-03T20:52Z [---] followers, [---] engagements


"@GONOGO_Korea east of Lex/west of 8th   .      20"  
[X Link](https://x.com/yieldsearcher/status/1797789618202349702)  2024-06-04T00:37Z [---] followers, [--] engagements


"Largest corporate fraud on earth Some speculating this is $NVDA We will shortly expose the largest corporate fraud on earth. [--] month investigation. Stay tuned. We will shortly expose the largest corporate fraud on earth. [--] month investigation. Stay tuned"  
[X Link](https://x.com/yieldsearcher/status/1798097005568254074)  2024-06-04T20:58Z [---] followers, [---] engagements


"Decline of America in nutshell. No wonder Boeing cannot make proper planes. "Why homeschool" Government school: https://t.co/ZRoi9i849f "Why homeschool" Government school: https://t.co/ZRoi9i849f"  
[X Link](https://x.com/yieldsearcher/status/1798157272130236673)  2024-06-05T00:57Z [---] followers, [---] engagements


"@WallStreetSilv Robin Williams"  
[X Link](https://x.com/yieldsearcher/status/1798513766633742773)  2024-06-06T00:34Z [---] followers, [--] engagements


"@his_eminence_j @zerohedge Uncle Milty totally hear you but by making sure Fed cannot cut rates for extra two months they are going to make the incoming pain that much worse. Oil coming right back up too. Stagflation is back on board"  
[X Link](https://x.com/yieldsearcher/status/1799061480236818447)  2024-06-07T12:50Z [---] followers, [--] engagements


"@GONOGO_Korea Stagflation baby"  
[X Link](https://x.com/yieldsearcher/status/1799061989605642312)  2024-06-07T12:52Z [---] followers, [---] engagements


"@GONOGO_Korea This btw is the worst nightmare for regional banking system in the US. They are now going to get hosed on both CRE AND duration investment portfolio"  
[X Link](https://x.com/yieldsearcher/status/1799062869256122826)  2024-06-07T12:56Z [---] followers, [----] engagements


"@his_eminence_j @zerohedge Need to fake economy fake oil px and fake geopolitics. They will try but hard to see how they manage all those thru November. I remain your staunch and loyal bear"  
[X Link](https://x.com/yieldsearcher/status/1799063515317358867)  2024-06-07T12:59Z [---] followers, [--] engagements


"@AlessioUrban So people cannot get full time jobs but economy is still too good to cut rates. I am starting to feel sorry for regional banks risk mgmt team"  
[X Link](https://x.com/yieldsearcher/status/1799065353081004495)  2024-06-07T13:06Z [---] followers, [---] engagements


"Good thing about oil px is that marginal supply (US) reacts fast on changes in px/demand. US BAKER HUGHES OIL RIG COUNT ACTUAL [---] (FORECAST - PREVIOUS 496) $MACRO US BAKER HUGHES OIL RIG COUNT ACTUAL [---] (FORECAST - PREVIOUS 496) $MACRO"  
[X Link](https://x.com/yieldsearcher/status/1799140320262930763)  2024-06-07T18:04Z [---] followers, [--] engagements


"Bond market liquidity has frozen over (higher the worse)"  
[X Link](https://x.com/yieldsearcher/status/1799144248731738491)  2024-06-07T18:19Z [---] followers, [----] engagements


"@RachelL11179070 Bond mkt has frozen over DXY exploded and Russell is now down for the year. Just waiting for NVDA and VIX to follow suits"  
[X Link](https://x.com/yieldsearcher/status/1799149021082120468)  2024-06-07T18:38Z [---] followers, [--] engagements


"Trend is not just clear. March credit went negative. That is not a slowdown. That is contraction. CONSUMER CREDIT🚨 April: $6.4B vs $10B exp. March: Revised from +$6.3B to -$1.1B Credit Card debt shrinks for first time in [--] years. The economy is slowing. Trend is clear. https://t.co/y67PODthxe CONSUMER CREDIT🚨 April: $6.4B vs $10B exp. March: Revised from +$6.3B to -$1.1B Credit Card debt shrinks for first time in [--] years. The economy is slowing. Trend is clear. https://t.co/y67PODthxe"  
[X Link](https://x.com/yieldsearcher/status/1799171507375247696)  2024-06-07T20:08Z [---] followers, [--] engagements


"Had lunch with close buddy of mine at sellside trading desk. Tells me everyone is chasing yields. Anything with 8+ yields get bid. Everyone is covering their shorts except in couple topical names which are super consensus and super crowded. This is gonna be one long summer"  
[X Link](https://x.com/yieldsearcher/status/1799293252618551364)  2024-06-08T04:11Z [---] followers, [--] engagements


"@RetirementRight Also 10yr Treasury auction"  
[X Link](https://x.com/yieldsearcher/status/1799296145698750778)  2024-06-08T04:23Z [---] followers, [--] engagements


"@InTheRipTides I approve this message ;-)"  
[X Link](https://x.com/yieldsearcher/status/1799300675765149825)  2024-06-08T04:41Z [---] followers, [--] engagements


"@RachelL11179070 I shall hit every bid with those extra pennies I earn"  
[X Link](https://x.com/yieldsearcher/status/1799412026197921930)  2024-06-08T12:03Z [---] followers, [--] engagements


"@GONOGO_Korea"  
[X Link](https://x.com/yieldsearcher/status/1799519425978077597)  2024-06-08T19:10Z [---] followers, [--] engagements


"@Dioclet54046121 Fake money fake statistics fake economy fake stock market and now fake security/geopolitics at this point I am just sitting back and watching to what extent our TPTB and MSM can uncover new unexplored worlds of fakery"  
[X Link](https://x.com/yieldsearcher/status/1799535686376144914)  2024-06-08T20:15Z [---] followers, [---] engagements


"@GONOGO_Korea Fundamentally agree. Supply/rig count is reacting quickly to px chg. But couple things to note on technicals: (1) Specs/CTAs flipped net short on Brent last wk. ST momentum is down. (2) HFs are very long AI and very short bonds. To hedge them they short oil"  
[X Link](https://x.com/yieldsearcher/status/1799788944240042057)  2024-06-09T13:01Z [---] followers, [---] engagements


"@GONOGO_Korea Point being. Oil (and XOP/XLE) and NVDA will have inverse relationship in the near term. Case in pt: Exxon and Chevron are second and third most shorted stocks (1st being TSLA). So it will be a lonely fight longing oil but thats the contrarian oppty"  
[X Link](https://x.com/yieldsearcher/status/1799790786567143829)  2024-06-09T13:08Z [---] followers, [--] engagements


"@GONOGO_Korea GS commodities desk are bullish oil but their macro strategists believe in lower inflation. I need someone smarter than me to reconcile those two"  
[X Link](https://x.com/yieldsearcher/status/1799793353179173295)  2024-06-09T13:19Z [---] followers, [---] engagements


"Freight rate from Shanghai to LA exploding into summer season"  
[X Link](https://x.com/yieldsearcher/status/1799794992732586030)  2024-06-09T13:25Z [---] followers, [----] engagements


"@his_eminence_j I have tried not to put moral judgment on market and I do not know where the line is to be drawn but to quote Clarence Thomas I know (that line has been crossed) when I see it"  
[X Link](https://x.com/yieldsearcher/status/1799796614447738908)  2024-06-09T13:32Z [---] followers, [--] engagements


"@GONOGO_Korea Also this"  
[X Link](https://x.com/yieldsearcher/status/1799797172390789208)  2024-06-09T13:34Z [---] followers, [--] engagements


"@his_eminence_j @scottbelsky @sashayanshin Case #32625 on our rent-leeching economy"  
[X Link](https://x.com/yieldsearcher/status/1799801379344753025)  2024-06-09T13:51Z [---] followers, [--] engagements


"@AlessioUrban Just what retailers need. Amerizuela thesis wont die easily"  
[X Link](https://x.com/yieldsearcher/status/1799810422167769132)  2024-06-09T14:26Z [---] followers, [--] engagements


"@RachelL11179070 Does this translate into next morning premarket"  
[X Link](https://x.com/yieldsearcher/status/1799971099947696590)  2024-06-10T01:05Z [---] followers, [---] engagements


"@RachelL11179070 Very fair enuf"  
[X Link](https://x.com/yieldsearcher/status/1799971767613800662)  2024-06-10T01:08Z [---] followers, [--] engagements


"Israel doubles down BREAKING: Centrist politician Benny Gantz resigns from Israel's war cabinet leaving prime minister Benjamin Netanyahu more reliant on far-right allies. https://t.co/ee5k22LDHo BREAKING: Centrist politician Benny Gantz resigns from Israel's war cabinet leaving prime minister Benjamin Netanyahu more reliant on far-right allies. https://t.co/ee5k22LDHo"  
[X Link](https://x.com/yieldsearcher/status/1799975164463260038)  2024-06-10T01:21Z [---] followers, [--] engagements


"@econ_713 Agreed. Mkt getting ahead of demand destruction narrative a little too prematurely. Rig count keeps going down. Really just one supply hiccup or even geopolitical mishap away from mass short squeeze. But for now CTAs seem to have rooms to short more"  
[X Link](https://x.com/yieldsearcher/status/1799979929930776639)  2024-06-10T01:40Z [---] followers, [---] engagements


"Why would MBS ever sign a deal that makes him lose face as leader of the Muslim world AND give Biden the man who fed him over with SPR release and Iran deal a crucial diplomatic win before the election Fade it. Maybe there is some truth to supposed upcoming end of Petrodollar The Biden administration is close to sealing a treaty with Saudi Arabia that would commit the U.S. to help defend the kingdom in an effort to encourage the formalization of Saudi-Israeli ties and support the creation of a Palestinian state officials said https://t.co/4P2fL1ONUp The Biden administration is close to"  
[X Link](https://x.com/yieldsearcher/status/1799999261213663294)  2024-06-10T02:57Z [---] followers, [---] engagements


"That is why modern arts are soulless. @CraigChamberlin Its a reflection of the soul @CraigChamberlin Its a reflection of the soul"  
[X Link](https://x.com/yieldsearcher/status/1800007395487440900)  2024-06-10T03:29Z [---] followers, [--] engagements


"@GONOGO_Korea Saudi Arabia in BRICs conference in Russia right now. Some speculating there will be some meaningful announcement (SA formally joining BRICs). Also big short covering rally in cyclicals right now (hence Russell flat) so that is adding fuel to fire"  
[X Link](https://x.com/yieldsearcher/status/1800232281447276678)  2024-06-10T18:23Z [---] followers, [---] engagements


"@GONOGO_Korea Always love your contents and insights"  
[X Link](https://x.com/yieldsearcher/status/1800232923049927026)  2024-06-10T18:25Z [---] followers, [--] engagements


"@GONOGO_Korea With MXN and EUR out of the way the last couple wks dont think there is any fx that can now stop DXY going 🚀 🚀 🚀 We all know what that means for global risk market"  
[X Link](https://x.com/yieldsearcher/status/1800494214394065244)  2024-06-11T11:44Z [---] followers, [---] engagements


"@his_eminence_j @tradingcrows I am afraid the Rubicon has been crossed the minute the left started targeting our kids"  
[X Link](https://x.com/yieldsearcher/status/1800522747925430730)  2024-06-11T13:37Z [---] followers, [--] engagements


"@GONOGO_Korea TPTB truly at their creative best in order to keep Orange Man out of office"  
[X Link](https://x.com/yieldsearcher/status/1800536274408993096)  2024-06-11T14:31Z [---] followers, [---] engagements


"@frankoz95967943 Every quarter they burn $4b. May need to come to debt market later this yr to raise another $20b of debt. CDS spread refuses to break above 130bps. A few bullish traders I talk to think of this as implied govt gted paper just like GSEs. Just like GSEs"  
[X Link](https://x.com/yieldsearcher/status/1800661419479970212)  2024-06-11T22:48Z [---] followers, [--] engagements


"@frankoz95967943 One can only ponder what US will have SK Taiwan and Japan do if China/Taiwan front opens up (doubt NK stays out of that fight either)"  
[X Link](https://x.com/yieldsearcher/status/1801223258542346373)  2024-06-13T12:01Z [----] followers, [--] engagements


"As of right now mag [--] combined mkt cap is $15.8trn. That is almost equal to Chinas $18.5 trn (source:wiki) and bigger than #3456 biggest economies combined (Japan Germany India and UK). That is also equal to [--] South Koreas. Truly historical valuation"  
[X Link](https://x.com/yieldsearcher/status/1801317423972233538)  2024-06-13T18:15Z [---] followers, [--] engagements


"What are we doing Ukraine is running out of young men and old men so now the US/EU are sacrificing young Ukrainian girls in the Holy Proxy War against Russia. https://t.co/HpxGVH4O7E Ukraine is running out of young men and old men so now the US/EU are sacrificing young Ukrainian girls in the Holy Proxy War against Russia. https://t.co/HpxGVH4O7E"  
[X Link](https://x.com/yieldsearcher/status/1801409893351456929)  2024-06-14T00:22Z [---] followers, [--] engagements


"Techs stocks are currently biggest beneficiaries of liquidity injection but banks are the conduit of that liquidity. Banks are the achilles heel of our financial system. TPTB blew the bubble to a pt that gtes next crisis will be a systematic banking crisis now [----] tech crash"  
[X Link](https://x.com/yieldsearcher/status/1801411968047214856)  2024-06-14T00:30Z [---] followers, [--] engagements


"Last 20yrs of VIX vs high yield credit spread. Both at decade low. Absolute obliteration of risk premium"  
[X Link](https://x.com/yieldsearcher/status/1801415036105064553)  2024-06-14T00:43Z [---] followers, [--] engagements


"@JunK_OperatoR Think we are already there if you take out telecom and broadcasters"  
[X Link](https://x.com/yieldsearcher/status/1801418330827538645)  2024-06-14T00:56Z [---] followers, [--] engagements


"@JunK_OperatoR Obv cannot speak to 97/07 cycles but benchmarking to [--] is not exactly comforting prospect to me. But happy to read the piece as you suggest"  
[X Link](https://x.com/yieldsearcher/status/1801423891530707293)  2024-06-14T01:18Z [---] followers, [--] engagements


"@his_eminence_j @libsoftiktok There is a conspiracy theory out there Biden will step down as he pardons Hunter before the debate/Dem convention in July"  
[X Link](https://x.com/yieldsearcher/status/1801437646545133768)  2024-06-14T02:12Z [---] followers, [---] engagements


"@RachelL11179070 Biblical mkt crash in one month roger that😏"  
[X Link](https://x.com/yieldsearcher/status/1801445381865132178)  2024-06-14T02:43Z [---] followers, [--] engagements


"@GONOGO_Korea Welcome back Russell and cyclicals getting smacked post CPI despite rates rally. Take out tech rest of the sectors are starting to price in recession"  
[X Link](https://x.com/yieldsearcher/status/1801597812427178161)  2024-06-14T12:49Z [---] followers, [--] engagements


"@GONOGO_Korea Rejuvenate at Mexico and rejoin the bears trench soon"  
[X Link](https://x.com/yieldsearcher/status/1801598381296398385)  2024-06-14T12:51Z [---] followers, [---] engagements


"@GONOGO_Korea    we cant short. Single   . cpi/nfp  spy   . Everyone is naked long mkt risk now"  
[X Link](https://x.com/yieldsearcher/status/1801600533188260204)  2024-06-14T13:00Z [---] followers, [--] engagements


"@Dioclet54046121 It is unhedgeable event by institutional money managers. Plus by jacking up market this relentlessly TPTB took out all the shorts and forced all asset mgrs and hedge funds to be max long into the market just as they are about to pull a biblical rug pull"  
[X Link](https://x.com/yieldsearcher/status/1801601829672759692)  2024-06-14T13:05Z [---] followers, [---] engagements


"@GONOGO_Korea"  
[X Link](https://x.com/yieldsearcher/status/1801602257676304417)  2024-06-14T13:07Z [---] followers, [--] engagements


"@GONOGO_Korea Restoration Hardware -15% / MSC Industries down 10% Cyclicals are imploding"  
[X Link](https://x.com/yieldsearcher/status/1801602681573634499)  2024-06-14T13:08Z [---] followers, [--] engagements


"@frankoz95967943 Restoration Hardware down 15% on abysmal earnings. No bid for cyclicals. Bonds getting bid. Gold rallying. Inflation refusing to die down with Brent above $83 and up today. So of course TPTB crushes VIX jacks up NVDA green and AAPL/MSFT flat"  
[X Link](https://x.com/yieldsearcher/status/1801608295368524122)  2024-06-14T13:31Z [---] followers, [--] engagements


"Odessa is in play now 🚨Update: "This was the last peace proposal from our side. The next one will be a demand for unconditional surrender - Russian State Duma Deputy Speaker https://t.co/CUPtrujVgj 🚨Update: "This was the last peace proposal from our side. The next one will be a demand for unconditional surrender - Russian State Duma Deputy Speaker https://t.co/CUPtrujVgj"  
[X Link](https://x.com/yieldsearcher/status/1801689417175703563)  2024-06-14T18:53Z [---] followers, [--] engagements


"@DarioCpx At this point wouldnt surprise me at all if those excess supply was coming from our SPRs"  
[X Link](https://x.com/yieldsearcher/status/1801814494965891314)  2024-06-15T03:10Z [---] followers, [---] engagements


"@his_eminence_j Afraid normalization is no longer possible. The system this levered cant sustain any minimal shock. Deficit post-blowup will be bigger than pandemic highs. If TPTB could have found a way out without this insanity I am sure they would have. They got no choice but to keep going"  
[X Link](https://x.com/yieldsearcher/status/1801968422827258197)  2024-06-15T13:22Z [---] followers, [--] engagements


"@car25176 Agreed but there is a real chance economy/system doesnt survive to the election. Hence the war card just in case"  
[X Link](https://x.com/yieldsearcher/status/1802062649867530372)  2024-06-15T19:36Z [---] followers, [--] engagements


"Sometimes I cannot help but wonder if we are on the brink of a momentous change in tide of history. Absolutely insane projections for France's elections looks like Macron's party will get *absolutely decimated*. https://t.co/tTLxRHPkzh Here are the numbers: - Far-right bloc (Le Pen's RN and Zemmour's reconqute): in the lead in [---] seats - Left-bloc ("Popular Front"): in the Absolutely insane projections for France's elections looks like Macron's party will get *absolutely decimated*. https://t.co/tTLxRHPkzh Here are the numbers: - Far-right bloc (Le Pen's RN and Zemmour's reconqute): in the"  
[X Link](https://x.com/yieldsearcher/status/1802144620551237915)  2024-06-16T01:02Z [---] followers, [--] engagements


"IYKYK Sunak is apparently the president of United Kingdom according to the Zelensky Circus organizers. https://t.co/tGN4gLugA2 Sunak is apparently the president of United Kingdom according to the Zelensky Circus organizers. https://t.co/tGN4gLugA2"  
[X Link](https://x.com/yieldsearcher/status/1802180733852615132)  2024-06-16T03:25Z [---] followers, [--] engagements


"@GONOGO_Korea"  
[X Link](https://x.com/yieldsearcher/status/1802694508510855579)  2024-06-17T13:27Z [---] followers, [--] engagements


"@GONOGO_Korea Meanwhile AVGO up 3% to start"  
[X Link](https://x.com/yieldsearcher/status/1802695559246983206)  2024-06-17T13:31Z [---] followers, [---] engagements


"@GONOGO_Korea Thematically EM and megacaps leading/ every rate sensitive sector staying heavy (housing and levered equities) In other words just another day in the office"  
[X Link](https://x.com/yieldsearcher/status/1802696598993928551)  2024-06-17T13:35Z [---] followers, [---] engagements


"@GONOGO_Korea All classical risk-on off indicators are broken (lower bond yields and high DXY play a big role on fear indicator. Hence that index is completely off these days"  
[X Link](https://x.com/yieldsearcher/status/1802804835106111791)  2024-06-17T20:45Z [---] followers, [---] engagements


"@GONOGO_Korea Reverse Repo down a lot the past two days and oil just got squeezed hard. Feels like something is happening behind scenes imo"  
[X Link](https://x.com/yieldsearcher/status/1802808268198441054)  2024-06-17T20:59Z [---] followers, [---] engagements


"Oil simply does not move $2+ on no news. Something is up"  
[X Link](https://x.com/yieldsearcher/status/1802809262919299107)  2024-06-17T21:03Z [---] followers, [--] engagements


"@AlessioUrban It ceased making sense a long time ago. Bears need better reason why it will go down. That said just as it made no sense moving up move down can happen without any sense or justification. We are all just playing darts at this pt"  
[X Link](https://x.com/yieldsearcher/status/1802810687938261210)  2024-06-17T21:08Z [---] followers, [---] engagements


"Negative for regional banks (that and draining of RRP) US TREASURY 2-YEAR/10-YEAR YIELD CURVE DEEPENS INVERSION HITS MOST INVERTED LEVEL SINCE MID-MARCH. US TREASURY 2-YEAR/10-YEAR YIELD CURVE DEEPENS INVERSION HITS MOST INVERTED LEVEL SINCE MID-MARCH"  
[X Link](https://x.com/yieldsearcher/status/1802814405111078946)  2024-06-17T21:23Z [---] followers, [---] engagements


"@BobEUnlimited Implied growth expectation for Q3 and Q4 (esp the latter) look scary"  
[X Link](https://x.com/yieldsearcher/status/1802822102787195321)  2024-06-17T21:54Z [---] followers, [---] engagements


"@his_eminence_j Indeed sir. Just waiting to hit back the streets in couple months once those inventories that benefited from rate respite in Mar-Apr turn over"  
[X Link](https://x.com/yieldsearcher/status/1803743341621727268)  2024-06-20T10:54Z [---] followers, [--] engagements


"@GONOGO_Korea Oil rates. and JPY (wondering if mkt is frontrunning upcoming Norinchukin bond sale)"  
[X Link](https://x.com/yieldsearcher/status/1803793181747679289)  2024-06-20T14:13Z [---] followers, [---] engagements


"@GONOGO_Korea @stocktrainkorea I would keep a close eye on UBS. SNB is doing all it can to help it out"  
[X Link](https://x.com/yieldsearcher/status/1803793512992817256)  2024-06-20T14:14Z [---] followers, [---] engagements


"@GONOGO_Korea Great points just couple to add (1) speculators were super short oil going into this week so there is a lot of short covering happening right now (2) super hot weather in the ME (kuwait ran out of power) so diesel gens there are running ( Saudi fed US behind scenes)"  
[X Link](https://x.com/yieldsearcher/status/1803795919965499556)  2024-06-20T14:23Z [---] followers, [---] engagements


"@GONOGO_Korea Timing"  
[X Link](https://x.com/yieldsearcher/status/1803798310441857139)  2024-06-20T14:33Z [---] followers, [--] engagements


"JPY and gold parabolic move post market open"  
[X Link](https://x.com/yieldsearcher/status/1803806136652468698)  2024-06-20T15:04Z [---] followers, [----] engagements


"@RachelL11179070 Sold at near the intraday top. Impressive. I am holding on for tomorrow opex (fully recognizing it is friday)"  
[X Link](https://x.com/yieldsearcher/status/1803969682908537326)  2024-06-21T01:54Z [---] followers, [--] engagements


"Stage is set for volmageddon. Just a matter of time how short the VIX are dealers this short. https://t.co/iKWY7KbR5I how short the VIX are dealers this short. https://t.co/iKWY7KbR5I"  
[X Link](https://x.com/yieldsearcher/status/1803970105849659450)  2024-06-21T01:56Z [---] followers, [--] engagements


"JPY breached [-----] and rates are starting to sell off. Dont need a genius to figure out whos selling bonds right now"  
[X Link](https://x.com/yieldsearcher/status/1804161783210348707)  2024-06-21T14:37Z [---] followers, [---] engagements


"@RachelL11179070 And that kids is how your mother earned her retirement and became an urban legend. (Joke aside that is super annoying. Sorry to hear that)"  
[X Link](https://x.com/yieldsearcher/status/1804162552672206957)  2024-06-21T14:40Z [---] followers, [--] engagements


"Someone is hitting bids on bonds hell or high water as bid-ask spread/liquidity gets wider and wider. This is forced sale. And we all know who it is"  
[X Link](https://x.com/yieldsearcher/status/1804165836007002198)  2024-06-21T14:53Z [---] followers, [---] engagements


"@frankoz95967943 Last desperate measure to save the mkt (see jpy and rates move. There is a forced sale of bonds going on right now)"  
[X Link](https://x.com/yieldsearcher/status/1804166086063198642)  2024-06-21T14:54Z [---] followers, [--] engagements


"Plunge Protection Team at full work crushing VIX tranquilizing bears crushing gold while JPY is going to the moon and bond mkt has practically frozen up. Today is a crucial day for our financial system"  
[X Link](https://x.com/yieldsearcher/status/1804168149316550834)  2024-06-21T15:03Z [---] followers, [--] engagements


"@GingkoPT Gotta save the quad witch day at all cost. But even if you survive the next [---] hours what then Feels like our system is at a crucial juncture over the next few days"  
[X Link](https://x.com/yieldsearcher/status/1804173272403120351)  2024-06-21T15:23Z [---] followers, [--] engagements


"@GONOGO_Korea As a former distressed debt guy all I can say is. Think about quality of those businesses that cannot survive 100bps of interest rate increase from 30yrs of ZIRP. It is not just about frequency of defaults but also severity of their losses. Lot of losses in that system"  
[X Link](https://x.com/yieldsearcher/status/1804231493134287202)  2024-06-21T19:14Z [---] followers, [---] engagements


"All right Sec Yellen you won todays round. Enjoy those opex premium collections. But good luck stuffing the market with $183b of Treasuries next week just as Japan is desperate to join your selling spree"  
[X Link](https://x.com/yieldsearcher/status/1804232087936917908)  2024-06-21T19:17Z [---] followers, [---] engagements


"@GONOGO_Korea"  
[X Link](https://x.com/yieldsearcher/status/1804245656330027319)  2024-06-21T20:11Z [---] followers, [--] engagements


"@GONOGO_Korea"  
[X Link](https://x.com/yieldsearcher/status/1804245981510406271)  2024-06-21T20:12Z [---] followers, [--] engagements


"@GONOGO_Korea"  
[X Link](https://x.com/yieldsearcher/status/1804252126887186493)  2024-06-21T20:36Z [---] followers, [--] engagements


"JPY went up another [----] since 4pm close. Now [------]. Whos selling"  
[X Link](https://x.com/yieldsearcher/status/1804254684569350200)  2024-06-21T20:46Z [---] followers, [--] engagements


"Any great power that spends more on debt service than on defense will not stay great for very long. True of Habsburg Spain true of ancien rgime France true of the Ottoman Empire true of the British Empire this law is about to be put to the test by the U.S. - Niall Ferguson"  
[X Link](https://x.com/yieldsearcher/status/1804536418045210967)  2024-06-22T15:26Z [---] followers, [--] engagements


"WW3 countdown BREAKING: The USS Theodore Roosevelt is also currently on its way to deploy to the coast of Israel in the Mediterranean Sea due to the expected war with Hezbollah Most likely the US will directly participate in an air attack on Lebanon and also Israel will use these https://t.co/UZga6CcL06 BREAKING: The USS Theodore Roosevelt is also currently on its way to deploy to the coast of Israel in the Mediterranean Sea due to the expected war with Hezbollah Most likely the US will directly participate in an air attack on Lebanon and also Israel will use these https://t.co/UZga6CcL06"  
[X Link](https://x.com/yieldsearcher/status/1804536890063831308)  2024-06-22T15:28Z [---] followers, [--] engagements


"@GONOGO_Korea Jensen Huang has never bought any NVDA shares in the open mkt ever. Take it for what it is worth"  
[X Link](https://x.com/yieldsearcher/status/1804553118283346211)  2024-06-22T16:32Z [---] followers, [--] engagements

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