it’s me, aubrey plaza accord
@sellingtheta.bsky.social
markets // late 90s, early 00s reference maker // Arsenal FC 📍DC
he’s yapping about AI. he’s yapping (again!) about Iran. all he’s trying to do is keep the market rotating and vols asteep into the midterms
people see oil and rates and a big dumb moron in the white house who seems to want to break everything and believe (feels like some even *want*) the mkt to get trashed. but the mechanics continue to signal it's not gonna happen
Walter doesn't even know where the crowbar is anymore
Great day to see how much people really love foldable phones/dispersion
weekend effect unwind into (likely) Fed hike with oil right back up and whatever we’re calling this weekend’s AI news. so VX is giving it some juice here. but RTY is only -35bps. plus let’s wait to see how much AAPL is bid at 8pm lol
do you think Rs in congress and the administration want to dampen the momentum of the most supportive aspect of the economy and stock market? less than 2 months before the midterms? because I do not. www.nytimes.com/2026/09/13/u...
As Fears of A.I. Catastrophe Magnify, Washington Stirs, but Mostly Slumbers
President Trump has been at the forefront of the “what-me-worry?” crowd, refusing to engage on how to balance the risks and rewards of A.I.
nytimes.com
up a man since the 23rd minute and you have 2 shots on target the entire game
Bruno escapes there with nothing when 2 years ago Rice was sent off for this www.youtube.com/watch?v=P4QZ...
Declan Rice sent off for second yellow card offense against Brighton | Premier League | NBC Sports
YouTube video by NBC Sports
youtube.com
glad AI didn’t kill me yet so I could witness that goal
we’ve played 5.5 games and still no set piece goal
the premier league is so far above the others. Arsenal dominated in Naples and i never felt worried. meanwhile this Sunderland game is a nightmare dogfight
that Fulham physic has arms the size of my legs. guy is jacked
I came to DC in 2004 to work for [redacted]. i walked by the White House almost every morning. often there’d be multiple men on the roof with rifles. W would push that color terrorist alert thing to orange and red. one day a small plane got lost, flew too close to the capitol, and we got alerts
when I read nonfiction, even if I’m not fully engaged I always finish because I can learn something. when I’m not into a fiction book I give up easily because, well, what’s the point? I started Shadow Ticket by Pynchon, and I find it rambling and disjointed, and I’m just not interested
look what NVDA has done since earnings. massive gap and go. then right back down. then almost makes a new ath high. then back down over 7% in 4 sessions. fundamentals!
bears who thought a hot inflation data would send stocks lower www.youtube.com/watch?v=3G1K...
We've Been Had
YouTube video by The Walkmen - Topic
youtube.com
oil back over 100. rates creeping back up. and they can’t touch the Qs.
given it’s only a few hours since a hike became a near certainty…but with stocks quite a bit higher, does that provide any evidence that they’ve to go more than just Sep? I mean, it’s not like oil and long rates are giving up what they’ve gained the last few days
re-upping this. raising rates is warranted because to get inflation lower because you need to hit tech stocks and slow AI spend (and obviously those 2 are tied together). “but hiking won’t lower the price of oil!” US equities have gained $30 trillion in market cap since the beginning of 2023
it’s me, aubrey plaza accord @sellingtheta.bsky.social · 2mo agoan underrated reason inflation cooled significantly in 2023 is we had a bear market the year before. if we had a similar 10-12 month bear market inflation would probably be at target again. issue is I don’t think we can have a non economic disruption bear market this time
i don't think that guy's name is really mr beast
vols signaling there’s not gonna be a fade. had a chance this week and once again a total Lucy football situation because they can’t break the mechanics when we do get red days
watch to see which way they send AAPL and semis. the risk off move is AAPL gaps and goes, semis fade
vols smashed on oil, long end rates lower. doesn’t care about a hike. dispersion kept market/vols quiet on red the last few days. and now everything rips higher (except AAPL because the market doesn’t need it). yammer all you want about the macro, but rotational mechanics won’t be denied