it’s me, aubrey plaza accord

75bps reversal in ES spikes VIX 2.6 vols

what happens if stocks start going down without oil spiking

since the end of Jan we've seen nat gas, silver and now crude go berserk to the upside and then crash

BREAKING NEWS: MLS announced lifetime bans for former players Derrick Jones and Yaw Yeboah for betting on league matches.

An investigation found that the players “engaged in extensive gambling on soccer, including on their own teams, during the 2024 and 2025 seasons.”

stocks are the sideshow. it's all about oil and vols over the next few days

market seems like it’s being split again by “oh this may be poor real real econ (banks, airlines, housing, discretionary)” and “let’s buy the asset based econ for a bounce (Qs, crypto)

RTY still in the red over 1% with oil down 23 bucks from last night

what's the Too Big To Fail quote about not just saying you have a bazooka you actually have to us it?

think you'd want to see the world's best bank rally more with the market the last 45 minutes

NVDA, GOOGL green. SNDK ramping all morning. had to go with tech because real world econ stuff getting smashed

watching oil trade with no position

probs some of that

yeah. I always get worried when the big ones act like this

the focus is on oil (and rightly so). but man these financials moves the last few weeks

bsky.app/profile/carl...

good reminder for my VIX theorem. it’s not the fear index, as it’s commonly cited. it’s a temperature gauge for the market. and it was signaling we were running a fever well before the Iran conflict

lot of memes in the drafts for tomorrow, boys and girls

asking for private credit marks

oil tagging in stocks

it’s too bright outside for futures to open in 8 minutes

Milan derby time. I haven’t seen Luka Modric play since he left Madrid

he’s like Derek Lowe

contracts are a lot shorter. there are no 10 year Pujols type deals. Messi and Ronaldo were gifted money for Saudi and MLS beyond regular wages. Haaland and Mbappe make the most per year at like 30-35 mill

most clocks are connected to the internet now and reset automatically. instead of losing 1 hour of sleep in 1 day we should lose 2 minutes over the next 30 days. it’s dangerous to throw everyone’s sleep off by an hour on the same day

it’s friday night theta what are you up to?

setting a new “no flags” minesweeper PR