Brandon Caldarella

ATH/WR/KR 2X ALL CONFERENCE ALL PURPOSE YARD LEADER FOR CERRITOS COLLEGE(JUCO) 6'1 190 4.4 40 @CoachJohnson32_ @GrosfeldDean @_coachbravo @Coach_Garcia67

@leadlagreport Few applies to this, no doubt.

@cs2024usa Buyer today 😎

This would destroy the market imo That gap has always bothered me. I am no longer bullish on $TLT

It’s 𝐏𝐫𝐨 𝐃𝐚𝐲 𝐢𝐧 𝐒𝐋𝐂 ⏱️ 1️⃣5️⃣ Utes take the next step in pursuing their dreams of playing at the next level 📈 #GoUtes

@FirstSquawk @leadlagreport

Bank of Japan notes sharp increases in oil prices and calls for careful monitoring.

@LanceRoberts Is oil priced in Yen prompting the reverse carry trade to become a factor Lance?

3-17-26 Oil Doesn’t Crash Markets… Earnings Do The market is reacting to rising oil and gasoline prices. The key issue isn’t just oil itself—it’s how it hits the consumer directly. Consumers are already stretched. Higher gas prices = real cash drain. That money doesn’t come from nowhere; it comes out of other spending. Less discretionary spending → weaker demand → pressure on companies. This is a chain reaction: 1. Oil up → Gas prices up 2. Consumers spend more on fuel 3. Cut spending elsewhere 4. Company revenues weaken 5. Earnings (E) drop 6. Market valuations compress 7. Prices fall Markets don’t fall just because of oil—they fall when earnings get hit. So, what really matters now is the timeline of this event: 1. Scenario A – Short-lived spike (< 30 days) will have minimal impact, and markets will look through it quickly. 2. Scenario B – Medium duration (2–4 months) will increase market pressure as oil prices will feed into inflation data, and the Fed may need to pause or shift policy. 3. Scenario C – Long duration (4–6+ months) will increase recession risk dramatically and lead to 10–20% market drawdowns, with the full earnings compression cycle kicking in. Until we get a clear picture, sell into rallies, raise cash, rebalance risk, and be cautious about exposure to consumer-sensitive areas. If you like this video, please ❤️like and 🔁retweet

@dampedspring Agree

The supply shock move in Energy prices, fertilizer prices, and food prices IS a Rate hike which slows the economy and is disinflationary to goods and services that are not energy and food. A dual mandate central bank doesn't hike into a supply shock until wage inflation is anticipated to support non (food and energy) inflation

@DerivativesDon @B2Balzer @yieldsearcher Precisely

@B2Balzer @yieldsearcher Let’s get more grounded Rates are not driving equities Oil is There will be an inflection point where oil goes even higher, equities continue along the same path, and bonds rally. If that happens, SPX will most certainly not be fine

Bonds and equities will rise or die together. SPY vs TLT last one month.

@DowdEdward Well said Edward.

@PolarityRadio @yieldsearcher Speed bump for yields in the big picture. Deflation incoming...period.

@yieldsearcher Maintaining full exposure to risk after the start of the conflict in Iran on February 27, 2026 was reckless.

Dear TLT bagholders (including yours truly) It could be worse. You could be owning GOOG 100Y bonds and be down 3+pts in a month instead of being only up +1% ytd and only barely beating SPX at -1% ytd.

@commonsenseplay 🤣 buyer today!

How all $TLT holders are feeling today.

@yieldsearcher Seeing this a lot, from otherwise smart people!

Never let your TDS cloud your judgment. Just like in last April, Trump and Bessent have full control of the market.

@Coffee__Capital @StealthQE4 Soon

@StealthQE4 $TLT holders can't catch a break!

10 year bond yields immediately reverse higher following jobs report as oil prices surge.

@leadlagreport An initial spike in yields was expected. This will reverse very soon.

Everyone assuming the Oil move is inflationary. An Oil spike historically more often than not precedes equity tail events and economic recessions. Why? Speed of Oil move is deflationary shock.

@AnnaEconomist AI = deflation. The bond market is smart enough to know this.

@yieldsearcher @commonsenseplay 👀

TLT $200 (Yes, I know this means 30Y below 1%)

@davidcanter Hi David, how do we reach you or someone from your firm? The website listed is not working. Much appreciated.

Ridiculously amazing

@leadlagreport Ahead of 99% of the herd. Good article Michael

Gold and silver just suffered historic single-day crashes. Silver’s worst since 1980. Gold’s worst in over a decade. If “safe havens” can behave like risk assets, the real question is: 👉 Is the risk-off trade quietly rotating back to Treasuries? leadlagreport.com/p/will-the-gol…

@truflation Per Blackrock, don't dare invest in the long end of the curve here 🤡

US CPI inflation dropped significantly today from 1.24% to 0.86% in our independent price data, the lowest since 2020. Truflation US CPI today: 0.86% Y/Y The biggest downward drivers were: 1. Utilities down -0.13% 2. Clothing -0.08% 3. Housing -0.05% 4. Transport -0.05% 5. Food -0.04%

@jaydee_757 All of a sudden no biblical rise before the rug pull? 🤡

TBH.. if $3.37 $XRP I called w/PRECISION was truly the top... Then the PINK BOX will be the market bottom (WAY below $1😱) However, if we create a massive HH... PINK BOX will be higher! Let's see if we can make one more MASSIVE RISE before RUG PULL CRASH! I'll use same exact strategy to call bottom like how I did when I called that 0.28 bottom for XRP that went viral! #XRParmy #XRPCommunity