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![BenBrey Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::262650302.png) Capital Misallocation [@BenBrey](/creator/twitter/BenBrey) on x 8819 followers
Created: 2025-07-20 22:54:10 UTC

@TetonMike @yieldsearcher $500bn/yr issuance is .4 years of mortgage average life. If mortgage average life drops by a year it’s $XXX trillion of incremental demand and that will overwhelm the issuance and lack of off the run paper.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947067537130160553/c:line.svg)

**Related Topics**
[drops](/topic/drops)
[$500bnyr](/topic/$500bnyr)

[Post Link](https://x.com/BenBrey/status/1947067537130160553)