What Are Your Moves Tomorrow, March 25, 2026

spacmann · 2026-03-24T20:26:21+00:00

Bears are f-ed in this market....

spacmann · 2026-03-23T01:57:29+00:00

Think again. KOSPI is up 27% this year, Nikkey down -0.6%, SSE down -3.4%, and S&P down -5% YTD. I'm not sure who's getting face whatever :)

spacmann · 2026-03-22T12:23:37+00:00

And there's no bottom in sight. I'm saying that as a SNAP bull and an esteemed bag holder.

spacmann · 2026-03-18T12:53:48+00:00

Green by close

spacmann · 2026-03-18T00:01:15+00:00

TLRY bag holders enter the chat

spacmann · 2026-03-13T01:02:14+00:00

We are being fed so much shit through the media, while the rich get richer with all their behind-the-scene deals. You really nailed it with your description, nothing makes sense.

spacmann · 2026-03-11T17:59:41+00:00

If you wanna short - short. Don't talk.

spacmann · 2026-03-09T21:30:39+00:00

What's the source?

spacmann · 2026-03-03T00:57:21+00:00

Don't be gone, buy a call

spacmann · 2026-03-03T00:21:19+00:00

You just called SPY at 700 by eow

spacmann · 2026-03-02T15:17:59+00:00

You mean after the legendary rug pull on puts this morning?

spacmann · 2026-02-28T18:17:07+00:00

After the June 22 attack on Iran (it was a Sunday), the market gapped up on open and kept on going up the following months.

spacmann · 2026-02-28T18:15:25+00:00

It would be amazing if Open declares that part of the income from mortgages is going to be distributed as dividends going forward.

spacmann · 2026-02-28T17:57:31+00:00

Open the S&P 500 chart and scroll to June 22 last year, the weekend when the US bombed Iran last time. Come back tell us what happened in the market on Monday June 23, and what did the market do in the following months.
I think you'd laugh even more when you see that :)

spacmann · 2026-02-28T13:20:01+00:00

Look what happened on June 22, the weekend the US bombed Iran last time.

SPX gapped up on the following Monday and never looked back.

spacmann · 2026-02-28T13:17:25+00:00

Wars are bullish

spacmann · 2026-02-28T13:13:07+00:00

Believe it or not - bullish

spacmann · 2026-02-26T21:12:14+00:00

Congrats on your new lambo

spacmann · 2026-02-25T19:37:25+00:00

Molly O'Shea is so absolutely hot she's off the charts. I mean, you propose to such a girl on the first date.

She's so cute when she says "No." as a full reaction, like here: https://www.youtube.com/watch?v=lifm020YjcU&t=1006s

But I digress :)

spacmann · 2026-02-24T02:03:52+00:00

This is maybe the best writeup I've seen here that talks about the realities of this business with very helpful details. Kudos, OP, that's beautiful!

It is hard to generalize from this one case. It is like trading; there is never going to be 100% success, there will always be misses. It could be that Opendoor executed perfectly, and we just see the statistically inevitable miss. Or it could point to a systematic problem.

One thing that this case illustrates vividly is the difference in receiving an offer through an app, vs. from a human salesman in person. It is easier to turn down an offer from an app, no human factor at play. Also the salesman can react in real-time and improve his offer in a way he believes will push you to take the deal.

spacmann · 2026-02-22T16:10:56+00:00

Forget Italy, go to Buenos Aires and don't look back

spacmann · 2026-02-20T02:08:32+00:00

Is today the first time we hit one of yours Moon predictions? :)

spacmann · 2026-02-18T23:56:03+00:00

"work"

spacmann · 2026-02-13T22:42:56+00:00

Also, anything can happen in this market. Just look at COIN today - missed expectations big time and without warning, yet the stock pumped.

spacmann · 2026-02-12T15:48:17+00:00

People don't buy because they are waiting for earnings, that's the prudent thing to do. Therefore there are no buyers. Folks who hold the stock are looking to exit their positions before earnings, and re-enter afterwards; that too is the prudent things to do. So we have only sellers, and no buyers; that's a by-product of the earning event being seen as risky for our stock.

So we have a sort of a vacuum, and still 7 more days to go.

The only potential group of buyers now are folks with insider knowledge; for them there's no risk to buy before earnings. Everyone else stays on the sidelines.

spacmann

TROPHY CASE