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John Comiskey

@Johncomiskey77 · joined 09 Jun 2022

Engineer (mortgage tech), attorney (non-practicing). My long form articles available at https://t.co/ZAtMTAIVI6.

24 317Followers
559Following
4 913Posts total
96.9KViews on collected posts

Latest posts

The TGA funding buybacks is a nothingburger (ofc it does htf else is Treasury going to pay for them from) That said, Id bet Treasury more than doubles buybacks in the 20-30y bucket based on recent operations in that bucket. https://t.co/J8GPjXGXEH 5.4K views · 36 likes · 9 reposts · 1 replies Open on X →
Mechanical Truth. though with a nod to @profplum99 's proposal a few monhts ago for a cashless swap which would make alot of sense and not involve the TGA 3.3K views · 8 likes · 0 reposts · 0 replies Open on X →
@LiveSquawk how else would buybacks happen? When the Treasury purchases anything (including old bonds it had previously issued), the TGA is debited. It can have the TGA credited again by selling securities or collecting tax. But all purchases are 'funded' by the TGA 4K views · 6 likes · 0 reposts · 0 replies Open on X →
Correct framework to evaluate everything done by govt ranging from protection of private property rights to granting of purchasing power based on low income (welfare) to granting of more purchasing power based on owning assets (interest on Treasuries) All policy choices 3.8K views · 13 likes · 1 reposts · 1 replies Open on X →
It’s not radical. It’s pretty obvious that wealth, poverty, recessions, depressions, inflation, deflation, and the life and death expectancies of certain groups are all….. Policy choices. Compare the lives of blacks in Louisiana with whites in California for proof. 15.1K views · 68 likes · 2 reposts · 3 replies Open on X →
@Johncomiskey77 But aren't buyback cash neutral? I thought Treasury buys $100 with $100 of new issuance. 687 views · 3 likes · 1 reposts · 1 replies Open on X →
@Johncomiskey77 thanks for clarifying 🫡🙇‍♂️👍 429 views · 1 likes · 0 reposts · 0 replies Open on X →
@Johncomiskey77 143 THOUSAND followers 1.2K views · 16 likes · 0 reposts · 5 replies Open on X →
Treasury didnt do this to "improve liquidity". Rather Treasury did this to reduce the amount in the TGA in advance of the flood of tax receipts mid month that will spike the TGA (for a month or so) to levels well above where they need to be for risk policy purposes. Treasury 39.1K views · 93 likes · 5 reposts · 7 replies Open on X →
Why is $RKT good at refinance? One key reason is they manufacture 30-40bps extra perceived refi incentive by financing discount points. More than most lenders and way more than depositories. I do a detailed review of the refinance incentive on every owned GSE MSR in Rocket h 23.8K views · 82 likes · 10 reposts · 13 replies Open on X →

Against accounts of the same size

3 posts from the last 90 days, next to the 10K–100K follower range. shown widely, but few of those viewers react.

Median views4 005this account879median for 10K–100K
Reach, %16.47%this account3.22%median for 10K–100K
Engagement, %0.24%this account1.99%median for 10K–100K
MetricThis accountMedian for 10K–100KRatio
Median views per post4 0058794.56×
Reach (views ÷ followers)16.47%3.22%5.11×
Engagement rate0.24%1.99%0.12×

Others in this range →   Compare with another account →   How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

23.8K9 Sep
39.1K2 Apr
1.2K
429
687
15.1K21 Apr
3.8K22 Apr
4K24 Aug
3.3K
5.4K

Last 10 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.45%9 Sep
0.27%2 Apr
1.80%
0.23%
0.73%
0.49%21 Apr
0.39%22 Apr
0.17%24 Aug
0.24%
0.85%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.99%.

What the audience does

Likes71.0%326 in total
Reposts6.1%28 in total
Replies6.8%31 in total
Quotes1.3%6 in total
Bookmarks14.8%68 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

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