Beanie(@beaniemaxi):V shaped recovery in the 30 yr bond market would really be interesting for those beaten down stocks that find themselves unfortunately tied to the mortgage market (despite bullish operating fundamentals). Particularly ones tied to refi like Blend Labs $BLND. Not financial advice.

Beanie

@beaniemaxi

I like finding special sits that can result in ridiculous returns (or losses). I talk my book. THIS IS VERY RISKY. Read pinned post. Venture: @gmcapital_

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Beanie@beaniemaxi

2026.10.22 17:51

V shaped recovery in the 30 yr bond market would really be interesting for those beaten down stocks that find themselves unfortunately tied to the mortgage market (despite bullish operating fundamentals). Particularly ones tied to refi like Blend Labs $BLND. Not financial advice.