it’s me, aubrey plaza accord
@sellingtheta.bsky.social
2.2K followers 140 following 4.2K posts
markets // late 90s, early 00s reference maker // Arsenal FC 📍DC
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sellingtheta.bsky.social
realizing my diversified crypto portfolio isn’t the uncorrelated asset class i thought it was
sellingtheta.bsky.social
Merino scored 2 more goals for Spain! he’s either the most enigmatic player i’ve ever seen, or used incorrectly by Arteta in too deep a midfield role
sellingtheta.bsky.social
this would have definitely been added to your collection of posts in my thread on the other website
sellingtheta.bsky.social
SPX goes out -16bps and vols are up a significant chunk. feels kinda like regime change type action
sellingtheta.bsky.social
September into beginning of October XLP was straight down as markets keep making ATHs. now that we have some market vol it's straight up today. maybe people getting more defensive
sellingtheta.bsky.social
added more than 100 to green and VIX is still +.7. vols may be signaling we’re escaping the straight up sleepy action
sellingtheta.bsky.social
that's a lot of buying for vols to be holding so firm
sellingtheta.bsky.social
tired: we can’t tax the rich because they are the job creators

wired: we can’t tax the rich because we’ll immediately fall into recession
sellingtheta.bsky.social
ES isn’t down 1%, but VIX is up 2.5 vols to 21.50. it’s because this is day 3 of wild swings, and crypto is full blown risk off
sellingtheta.bsky.social
watched the last week tonight piece on Bari Weiss, and then had a dream i was on the Severance show as the Adam Scott character and Weiss was the Mr Milchick role. now my question is, can I sue John Oliver?
sellingtheta.bsky.social
20 billion dollar market cap stocks with basically no revenue like RGTI and OKLO are zooming at 9pm because the Yen is falling. stop pretending this market is something that it isn't
sellingtheta.bsky.social
low quality stocks are outperforming and leading this market higher. i am begging fundamental PMs to use their brain and not data mine to justify their a priori bullishness
sellingtheta.bsky.social
the hilarious thing is he was talking about *gold* here.

and then without any sense of irony or self assessment, 2 seconds later he says, "so that's why we continue to stick with equities"
sellingtheta.bsky.social
Brian Belski this afternoon:
"any time that an asset kinda changes their colors and goes up just because everything else is going up, or is going up because of momentum, and investors are trying to chase because they missed it, that's troublesome to us"
sellingtheta.bsky.social
vol often begets more vol. and these financial names need to convince there aren’t further issues. or else
sellingtheta.bsky.social
I know everyone assumes we must V bounce to new highs after any amount of selling. and year end holidays coming up often dampens vol, trapping up trends in more bullish vortex action. but it doesn't always work this way
sellingtheta.bsky.social
ES ran up 30 and HOOD barely moved. yeah, feels like a hangover
sellingtheta.bsky.social
they're actually doing well. maybe people are optimistic about bank earnings?
sellingtheta.bsky.social
why would this autocorrect to gouger? come on AI!
sellingtheta.bsky.social
HOOD, COIN, BLSH, ARKK all struggling. the coin liquidation stuff on friday probably going to pressure this gouger for a little bit
sellingtheta.bsky.social
hmmm this morning there’s a 163,555 lot Oct-Nov 35 strike call