it’s me, aubrey plaza accord
@sellingtheta.bsky.social
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📥 142
📝 5790
markets // late 90s, early 00s reference maker // Arsenal FC 📍DC
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realizing my diversified crypto portfolio isn’t the uncorrelated asset class i thought it was
about 1 year ago
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watching Nuremberg. Rami Malek — and i found this true of his cameo in Oppenheimer — is oddly distracting. his look, the way he speaks, moves. it’s weird
about 10 hours ago
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Wigan Till I Pie
about 15 hours ago
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Eze please do that more often
about 15 hours ago
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this Inter Juve match
1 day ago
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1 day ago
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just read Matthew Klein’s inflation take on his site (The Overshoot) and my takeaway is i don’t think i can remember a time when so many thoughtful observers i respect were on opposite sides of the inflation//jobs debate
1 day ago
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stating for the record once again that the market is becoming more dangerous
2 days ago
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there’s only 1 more cash market session before Feb settles. but it is inverted over March
2 days ago
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bulls you have to play to the whistle
2 days ago
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a .8 vol rally in VIX on a friday afternoon because ES lost 30bps?
3 days ago
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rates, gold, bitcoin all having much more significant reactions than stocks (should probs add "imo")
3 days ago
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more shocking than the incoming 4% inflation take on the latest odd lots is Tracey saying she bought her chips for the Super Bowl at a gas station
3 days ago
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seems to be once vols climb to//above 20-22 everyone just buys
3 days ago
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want to know which stock has done really well this week despite all the volatile selling? CRWV lol
3 days ago
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that was a lot of buying to just get VX unch
3 days ago
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VX still doesn’t want to go red
3 days ago
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3 days ago
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you don’t want markets behaving like this
3 days ago
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market broadening. rising earnings expectations. deregulation. fiscal impulse form OBBB. NFB beat, soft CPI. good enough for over 3 months of nothing except jagged moves, sector blowups, and elevated vol spikes
3 days ago
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rooting for the US beat Canada in curling
3 days ago
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vols will let you know
3 days ago
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recent (stock) market movements have nothing to do with what the Fed might do
3 days ago
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even with recent in league stumbles Arsenal are top based on last 10 matches. and they jus got a point at the 2nd place stadium. mostly worried about missing too many unfit players (again!) as man city grabbed 2 new starters in the Jan window
3 days ago
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futures couldn’t rally back overnight and vols still rising after those AMAT numbers
3 days ago
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ok tomorrow looks like it's a game of "how well does AMAT" hold these gains?
3 days ago
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Havertz plays Havertz plays Havertz plays Havertz doesn’t play
3 days ago
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that right there is why Odegaard is so annoying. play the ball in space for. Noni to run on right away. instead he takes too may touches and then makes the wrong choice
3 days ago
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is this the healthy market broadening action I've been hearing so much about?
3 days ago
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Gyokeres first touch is so bad
3 days ago
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you probs know my view on mkts. they aren't assets you value. they re living entities that are strong/healthy/calm, weak, sick/jittery. imo, last several weeks the action is mkt getting worried about how disruptive AI will be. overspend on capex? disordering entire business/industries?
3 days ago
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Tottenham’s next game is against Arsenal. Arsenal have *3* matches before that
4 days ago
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4 days ago
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now gold and silver just got whacked
4 days ago
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*needed to redo that one* ES down just 50 bps. but again, vols are having large reactions to small market moves right at ATHs because the stress you are seeing in individual names//groups may bleed into the indices soon
4 days ago
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SPX cannot advance beyond October 29 level and vols can't settle down
4 days ago
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3rd day losing banks after a strong start
4 days ago
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semis still preventing the Qs from fully rolling over
4 days ago
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Lieutenant Kaffee: did you order the code red!? Colonel Jessup: THE DOW IS AT 50,000
4 days ago
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AHKFKANKSNBDKWLSB
4 days ago
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lol Pep looks miserable in the pouring rain
5 days ago
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mkt very lucky AAPL isn't spending AI capex like the other guys
5 days ago
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lots of people pounding the market broadening, and Econ impacts of deregulation, OBB... and yet SPX can’t advance beyond October 29 level, and vols are a lot more reactive to drops.
add a skeleton here at some point
5 days ago
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uninspired and might I add uninspiring action
5 days ago
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back to buy semis, sell software
5 days ago
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5 days ago
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Tottenham trying to convince Big Sam to save them from relegation
5 days ago
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catching up on the prem games from today and you have to go watch the second Leeds goal against Chelsea. school boy, shambolic defending all around innit
5 days ago
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another asset based economy poster child falls on earnings
5 days ago
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megas (except for non AI safety AAPL) all down on earnings. software bear market. memory chips now falling, and semis overall stalling below ATHs after 2 day reflexive bounce. this thing may be Proud Mary by Tina Turner
5 days ago
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5 minutes before 2pm someone tapped the banks on the shoulder and said you guys can't be doing this with software fading back down
5 days ago
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