is this guy Rory about to pull an Arsenal?

this isn’t much of a futures drop. and at 8pm they can buy semis

don't know who's winning the gold game but I'm rooting for jesper parnevik

Vance sinks Orban and the Iran deal. any chance we can get him on a plan to Manchester for next weekend?

Lloyd Carr, how are you going to beat Arkansas in the 1999 citrus bowl?

he’s saying this because semis are up 25% in 8 sessions

this Arsenal lineup is big yikes. no balance up front with 3 attacking runners. Havertz as the 10. White and Skelly both starting. getting 3 points is gonna be a grind today

as the ultimate “markets move before fundamentals” person I have to admit this one is testing me more than any I can remember

in other news

so I guess this week was all about pods quickly rebuilding their books of long semis, short software after degrossing, right? because I can’t imagine people were short semis and long software and had to scramble the other way

the war is hurting the real economy. and it’s hastening the intensity of and narrowing of the asset based economy

vols have come off a lot in a few days. but kinda surprised they are this firm. tight range and boring with the war/oil no longer in charge. the weekend risk just isn't there when semis are during the bus, and they won't let the market drop

futures keep trying to drop, but semis won’t go down. and SNDK actually just rallied 17. whole lotta nothin

banks and software down, semis up. enjoy the weekend, everyone

this is the 2nd day CRWV announces a partnership, the stock spikes, and then 60 minutes later reverses. what a psychotic stock

another day of semis leading?

9pm and people are bidding SNDK another $20 higher. you can take oil off your screen

reminder that the narrow breadth market is the safer market

if SNDK dropped 34% tomorrow it would still be above the low from 8 sessions prior

the bearish n=3 sample size analog people were sharing yesterday doesn’t seem to be working

unless CPI drops SNDK 10% tmw, it's not gonna matter

you can see vols don’t really care oil is pushing 100 again because the broadening trade is back in the bin with smalls and RSP getting crushed by a few semis

oil almost back to 100, but SNDK is higher pre open

Bessent checking the futures

that was some video game stuff by Kvara

everyone’s worst nightmare becoming a growing possibility. a 2 legged arsenal atletico semifinal

VX back to inverted as I turn on Liverpool-PSG

this is why tropes like, "the wall of worry" are so dumb. the market is rallying precisely because it's no longer worried

this is back in control

oil spikes not having any influence as session drags on. stocks *for now* don't care anymore

semis much stronger on this futures dip. probably nothing happens. it was the 25 minutes after 10:30 that markets looked shaky when semis started to sink. they are controlling things

ok semis tipping over a bit. let's see what can happen here

honestly don't think anything is interesting unless they can really fade SNDK and STX to print some nasty daily candles

interesting former darlings of the asset based economy like TSLA and HOOD fading right away

VIX can still revalue 1.5 vols off the low when ES gives back just a bit of gains. vol is probably here to stay for a while (it goes both ways!)

I bet my Liverpool friend $100 they get ousted by PSG to hedge my short semis trade that is getting wrecked. Cramer, am I diversified?

ES has run from 6353 to 6797 in 6 sessions (all green btw) and VX is still inverted by .30

it’s so crazy that we have to wait for Iran to make a statement before we can trust anything

Ben White has been attending the João Cancelo and Alexander Arnold defensive clinics

lisbon doing a man city and not pressing. squeeze the midfield and force Saliba and Gabriel to initiate. and honestly we’ve struggled with this

the plan is to watch Arsenal Lisbon live, but avoid the halftime show to not see what’s going on with Bayern Madrid. and then watch that game from the beginning when it’s full time in Lisbon

must have missed the AAPL news? because this move is crazy