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

Wigan Till I Pie

Eze please do that more often

this Inter Juve match

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

stating for the record once again that the market is becoming more dangerous

there’s only 1 more cash market session before Feb settles. but it is inverted over March

bulls you have to play to the whistle

a .8 vol rally in VIX on a friday afternoon because ES lost 30bps?

rates, gold, bitcoin all having much more significant reactions than stocks (should probs add "imo")

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

seems to be once vols climb to//above 20-22 everyone just buys

want to know which stock has done really well this week despite all the volatile selling? CRWV lol

that was a lot of buying to just get VX unch

VX still doesn’t want to go red

you don’t want markets behaving like this

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

rooting for the US beat Canada in curling

vols will let you know

recent (stock) market movements have nothing to do with what the Fed might do

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

futures couldn’t rally back overnight and vols still rising after those AMAT numbers

ok tomorrow looks like it's a game of "how well does AMAT" hold these gains?

Havertz plays Havertz plays Havertz plays Havertz doesn’t play

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

is this the healthy market broadening action I've been hearing so much about?

Gyokeres first touch is so bad

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?

Tottenham’s next game is against Arsenal. Arsenal have *3* matches before that

now gold and silver just got whacked

*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

SPX cannot advance beyond October 29 level and vols can't settle down

3rd day losing banks after a strong start

semis still preventing the Qs from fully rolling over

Lieutenant Kaffee: did you order the code red!? Colonel Jessup: THE DOW IS AT 50,000

AHKFKANKSNBDKWLSB

lol Pep looks miserable in the pouring rain

mkt very lucky AAPL isn't spending AI capex like the other guys

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.

uninspired and might I add uninspiring action

back to buy semis, sell software

Tottenham trying to convince Big Sam to save them from relegation

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

another asset based economy poster child falls on earnings

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 minutes before 2pm someone tapped the banks on the shoulder and said you guys can't be doing this with software fading back down