Dvolatility (@Dvolatility) header
Dvolatility (@Dvolatility) profile picture

Geriatric millennial. Macro, value & technical observer. I invest in agency mREIT & CEF preferred stocks & baby bonds. I also screen for value stonks for fun.🍷

Metro Detroit
Joined September 2008
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Dvolatility retweeted
Stop!
Jim Cramer is a legend
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Here is the link where I made the case last week that beneath the surface the October 6, 2026 record close in the S&P 500 looks more like the March 2000 top than any other record high since 1980. michaeljburry.substack.com/p…
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I need to do a new value stonk screen
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lol wow
The #GetMeOut bond of the day $XRX 8 7/8% of 29 You will be paid in toner
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Uhhhhhh wow
BREAKING: Binance has been hacked with wallets across the Ethereum, Bitcoin, and TRON networks seeing outflows of -$5.7 billion. The hack includes $1.45 billion worth of Bitcoin and $875 million worth of ETH. If confirmed, this would mark the biggest hack in crypto history. We expect more information shortly.
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$OPP needs to go up soon
Sat down with Matt Ward of the “Ox Talks” podcast yesterday. The conversation went well over an hour. The DoubleLine media team is editing it into two parts, the first of which should be up this week on “Ox Talks”. While the author is not the best judge, I recommend it.
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Nice $NLY.PRJ testing support
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$EFC.PRD wants to go lower lol
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This is fake news.
Michael Burry just laid out a long case for $META arguing that hyperscaler AI spending could lift its implied AI-services margins by ~10%. Pretty interesting coming from someone who's been so critical of AI spending boom and is now pointing to where those investments could actually pay off.
Readers added context they thought people might want to know
Michael Burry has not laid out a long case for $META or suggested hyperscaler AI spending will pay off. His analyses warn of risks from trillions in off-balance-sheet commitments by hyperscalers including Meta plus accounting that may overstate earnings. x.com/michaeljburry/… cnbc.com/2025/11/11/big… finance.yahoo.com/technology/ai/…
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These preferreds are tough to hold haha
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Ha
Yes, CCC spreads have widened significantly this year, but high yield spreads are just back to late March levels. If this is the first domino to fall, it hasn't knocked anything else over yet.
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ELLINGTON CREDIT CO - MAY ISSUE AND SELL UP TO $125 MLN IN COMMON SHARES UNDER AGREEMENT - SEC FILING $EARN $ELLA Nice
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Does @elliottwaveintl still see Dow 5000?
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I think it was Dow 1,000!
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Big move
We might see some hedge fund liquidation tomorrow, but at $34.20, EWZ is trading at 7.6x forward earnings, which seems like a good entry point.
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