my dearest martha,

semis conductors are now higher for a 16th consecutive session. my fellow bears are taking heavy fire. supplies are running low. we are now forced to ration margin. though general kolanovic insists the tide will turn our way. prayers he is true. give my love to harrison and eliza

sure, maybe down the road. but I can't predict when that may happen. and stocks are clearly fine with what's going on *now*

maybe we just interpret it differently. I don’t think semis are now 16 sessions (now including tmw) green because of Trump//Iran have deescalated a bit. and because (in my view) they are in control, the rest of the market is downstream from there

this is a “market mechanics are fixed” trade. last fall, months before the war started, I was bearish because megas and semis weren’t leading. we had vol spikes on nothing drops. now semis go up everyday regardless of the geopol headlines

and futures are straight up again. thanks for playing another round of the bullish vortex

couldn't even get the SOX to finish unch

brb preparing a meme

the SOX is going for 16 green sessions tomorrow, and people are still like, "what about Iran?"

only if there's a *major* escalation (that isn't coming), sure

the time to fully watch screens is when mechanics are broken, producing worrying action. like what we had last fall to about 2 weeks ago. during this action we just check in from time to time

when stocks are trapped in the bullish vortex i don’t watch as much because it prevents me from doing something silly

until the SOX leads lower

WHAT

one of the senators should ask Warsh about CAR

need to remember that boring upward drift (of the indices) is the default setting. market is now only doing what it normally does

spent almost 7 months being bearish//cautious, but now markets wanna go higher so here we are

I guess semis might have a few more red days before the year is over. but the low volume dispersion summer bullish vortex showed up early and we’re now stuck

yeah this is now about his fear of getting crushed in the mid terms

was thinking jimmy rollins

semis are 41 days away from matching DiMaggio

wearing a BMNR pin (don’t even know what the other one is) on tv is such clown behavior

John Oliver on prediction markets (from last night) www.youtube.com/watch?v=ZN4n...

well tomorrow begins with semis green for a 15th consecutive session lol

sure. that’s what makes markets

world’s largest market cap ran up 22% in 13 sessions. took a 90 minute break this morning, and straight up since. bullish vortex back to bullish vortexing

he's trying so hard. stocks are fine. this is about his ratings being terrible, and he's beginning people to rate him

market doesn't care about it anymore. that's not why I changed

I got very bullish for the first time on April 13 (was bearish//neutral from mid sep until then). I'll get cautious again when markets show signs of weakness again