David Levenson. It's time to reduce Lev Vega Cap

@levenson_david

How Fixed Income affects equity. ZIRP before QE. Powell can't stop the 7/10/24 AI bear market #B7C3 Not Advice. On Apple Podcasts https://bit.ly/PolarityRadio

New York

Joined June 2014

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David Levenson. It's time to reduce Lev Vega Cap@levenson_david · Jul 17, 2024

A protracted flow from XLC XLK XLY FAANGMT and cyclicals in general is accelerating into XLV XLP XLU, new home builders, online home finance, UST notes , UST bonds and UST UltraBond futures. This is not a correction. It's a durable polarity shift.

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David Levenson. It's time to reduce Lev Vega Cap@levenson_david · 1 h

Decoherence is decaying. Reality is setting in. Nasdaq 100 is under performing. Curve flattening. Set a reminder for my upcoming Space!

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David Levenson. It's time to reduce Lev Vega Cap@levenson_david · Jul 24

2/30 102.0 2/10 48.0

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David Levenson. It's time to reduce Lev Vega Cap@levenson_david · Jul 23

+22% year over year both refi and purchase Despite +2BP rise W/W in rates for fixed rate mortgages. Mortgage level decline to 426,700 from 460,000 a 9.28% decline. Deteriorating supply into market. Weekly mortgage application volume cnbc.com/2025/07/23/wee…

levenson_david's tweet card. Mortgage demand barely moved last week as interest rates slightly increased. Demand is still better, however, than it was a year ago.

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David Levenson. It's time to reduce Lev Vega Cap@levenson_david · Jul 21

Join us for a slightly more rested spaces. Set a reminder for my upcoming Space!

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