Always_Be_Hedging

@brian_drago_ Make sure to do at least 5-6 hour ride with 80-90min run off 2x at least before your race. Then next day 17-21mi runs. Mandatory sessions imo.people who disagree are lying to you or don’t take it that serious.

A brief check-in! Training for Ironman Jacksonville is going well. 12-15 hours per week of consistent swim/bike/run volume. It will be more of a nutritional battle vs. “top speed” by the time it’s time to run in 85-90°F heat. Sauna prep 3x weekly has begun. I sold my car to buy a bike (worth it). Two more blocks left until it’s time to race. If you read this far, I’d love a reply back below with an update of what’s new with you and your goals. It’ll give me something to look forward to the next time I decide to “unbrick” my phone. Until then 🫡

@sir12304 Speith dont win tho.

Scottie scheffler- arrested Tiger woods- arrested John Rahm- terrorist sympathizer Rory Mcilroy- 5’8 Jordan Spieth- 4 kids and a wife. Model citizen. PATRIOT

@traderhc Well we know RONIN isn’t selling it because they aren’t around anymore lol.

$VIX at 31 and everyone's panicking. But the vol surface is telling a different story. The term structure stayed in contango. VIX3M sitting below spot $VIX by over 6%. That's the options market saying "I'm hedging, not fleeing." Implied vol is running nearly double realized vol right now. 91st percentile gap. Someone selling this fear is about to get paid. When $VIX spikes above 30 but the curve refuses to invert, it resolves lower about 75% of the time within a month. $SPY closed right on its session low at 633. I think we're looking at 650-660 inside two weeks. Backwardation is the real danger signal. We don't have it. Does anyone disagree with this read?

@ContrarianCurse did the YoYo Ma partnership not work? Lol, does any female under 35 know who YoYo Ma is?

$LULU new lows. Have they thought about partnering with a 58yo opera singer or something? Maybe the color assortment is a bit off? Just bring back the same SKUs from the last 4 years again?

@nextbigtrade Getting close, next week, following, next mo, following mo, who knows but closer now than before. Big gains are coming $$

The next big opportunity in the stock market continues to be created as this correction continues. Stay patient and a monster opportunity awaits those with a good mental attitude at the bottom.

@cperruna @AdamoMancino These two are my favorite lol.

@AdamoMancino Your Dec 1 buy of $TTD is now down 45% - again, why do you keep adding to positions down significantly?

I have added bought more $TTD

Who bangs $STUB at the close every day lol

@CarsonTalkMoney Noone ever talks about Ghost and C4 too, competition is fierce. C4 is so dominant in so many markets

How cheap can $CELH get? Were almost to a market average multiple for a company that will grow 25+% for many years They really only have to do three things: 1) Continue taking market share from Monster and Red bull (They have for 3 quarters in a row) 2) Grow internationally (Signed a deal with Pepsi, which should help a lot) 3) Grow profitability of Alani, Celsius and Rockstar The play book, is easy, as long as they execute this stock will be $100+ in the future I'm for sure buying more

@Ksidiii $XIV blowup week was so insane lol.

I think there’s a big misconception when it comes to large market moves. Many people take a theoretical view that “the market prices everything in.” But if you look at history, you’ll see that some of the largest market declines have come well after the catalyst was already widely known. 1.COVID-19: It’s called COVID-19 because it was identified in 2019. Yet markets didn’t fully digest the ramifications until mid-March, when economies were already shutting down. 2.GFC: Before the major collapse in Q3 and Q4 of 2008, it was already known in 2007 that cracks were forming. There were multiple warnings pointing to a potential mortgage crisis. Credit began to slowly reprice, and then it all unraveled at once. 3.Volmageddon: Prior to the February 2018 blowout, it was widely known among derivatives traders that these ETPs could fail. Portfolio managers were openly arguing with issuers at major derivatives conferences. 4.“Liberation Day”: Weeks before Trump announced tariffs, the market was aware he had a plan in place. In fact, markets initially rallied a few percent within seconds of the announcement, then went on to decline 20%. My point is that there’s a cognitive bias that leads people to believe the market is all-knowing, smarter than everyone, and always prices everything in. But during major volatility events, it’s often only at the very end that the market fully accepts the fear. This is likely because humans naturally are optimistic creatures. It’s embedded into our DNA.

@FurkanGozukara Why is this a scandal it happens every day. Part of the game. You ever sat on a derivatives desk. lol. You see some absolute WILD insider trading. Absolutely wild. Fucked up but just too impossible to prove how these guys got the info. Impossible.

The insider trading scandal just got worse. It wasn't just oil. Someone also made a massive unexplained trade on the S&P 500 exactly 15 minutes before Trump's Iran war tweet. Hundreds of millions of dollars made in minutes. They knew exactly what he was going to say.

@BasedBiohacker BPC is nuts, I did oral to help me with a nagging achilles injury from ultra marathon and ironmans and it healed me in no lie 25 days

about ~7 years ago i was young and dumb and tried to hit a new bench press PR every other week. barely warmed up. ended up badly hurting my left shoulder, it hurt on bench and overhead press. saw countless physiotherapists, docs etc. did all the PT in the world, lasers, ultrasounds, super weird shit. nothing helped. so i ended up just living with it and avoiding exercises that hurt. would try them every now and then. always hurt. always need a lot of warmup for anything chest/ shoulders. started oral BPC (yes not injection) for gut benefits, not even thinking about the injury anymore. today i realized my shoulder is completely fine. bench without issue. not hurting during warmup. like it never happened. fucking incredible feeling. more people need to know about these peptides. lives will be changed. it’s like a whole new world.

@UziCryptoo 2k/mo apartments is literally free lmao

Things more dangerous than $7 coffees: - $40,000 wedding ($5,000/hr party) - $80,000 degree that gets you a $50,000/yr job - $40,000 car loan because you "earned it" - $2,000/mo apartments to flex for friends ...Thats why 80% of people are broke.

@qcapital2020 Man this is a crazy stat too, seems bullish to me lol..x.com/KobeissiLetter…

Technicals: “We’ve broken all MA support, that’s negative” Fundamentals: “Inflation will push back rate cuts and hurt earnings, that’s negative.” Money flow: “Goldman says biggest long-only selling on record, that’s negative.” Real estate:” New home sales plunged -17%, that’s negative.” Geopolitics:”Oil spiking due to war will create a global recession, that’s negative.” My 2 cents: Do not worry about the known knowns , more often than not it’s already priced in

@JonahLupton $RDDT news after hours ?

@ContrarianCurse Literally not one female under 35 knows who YOYO MA is lol

$LULU god, I know these are Interim co-CEOs but the amount of corpo babble bull shit is crazy. You DONT NEED A COLLAB WITH YOYO MA. The problem isn't the fucking colors Your shit is stale, you need new fresh product. Why are apparel mgmt teams so retarded

@ConnorJBates_ Are you the new Walter Bloomberg lol

*NVIDIA CEO SEES 2027 AT LEAST ONE TRILLION DOLLARS OF REVENUE

@BornInvestor Curious if CTMX would have shown up as an interesting catalyst/event to trade for you based on your process.

@quantian1 @hecubian_devil @fintwit_lurker If you collect old world wine = conservative. New world = liberal.

@hecubian_devil @fintwit_lurker Basically any strong preference for quality/purity/connoisseurship in a product is a huge signal that you are left of the average consumer of that product. Coffee, wine, bourbon, restaurants, film, music, architecture, art. It’s probably even true for, like, gun ownership.

I was a barista for 4 years and a customer’s partisanship was strongly predicted by how complicated/sugary their order was (after adjusting for race, gender, and age). Black coffee orders at Starbucks are overwhelmingly driven by liberal white men.

@BornInvestor Absolute $$

Every morning and evening I scan all stocks with catalysts to find the 1 or 2 that actually matter. Catalyst-driven setups and Episodic pivots. I publish my picks and analysis each day before the market opens in my Stocks in Play newsletter. I regularly catch the big winners whether it's earnings, stories or biotech catalysts. Large cap, small cap, it doesn't matter. Almost all picks are focused on swing trading. I'm grateful to have built a thriving readership but I want to get the word out to more people. So I'm asking, if you've found my newsletter useful, please give it a share. It helps a lot! Thanks!

@TedHZhang You realize homie died right

I'm on my 3rd read-through of this classic, "How to Trade in Stocks" by Jesse Livermore. Every time you reread a good book, you get something out of it. Yesterday, I realized how much emphasis Livermore put on his health (body and mind) * sleep and wake up early * Eat healthy and limit alcohol * stand up all day while trading and making phone calls * eliminate distractions on the way to work and have pure silence in his office * no one was allowed to enter during the trading day and he eliminated all sources of gossip and tips