So glad you did this, I was gonna ask. But ugh 1,000 calories is way over my lunch budget.
04.03.2026 19:02 — 👍 12 🔁 0 💬 2 📌 0So glad you did this, I was gonna ask. But ugh 1,000 calories is way over my lunch budget.
04.03.2026 19:02 — 👍 12 🔁 0 💬 2 📌 0Ever since software stocks started selling off and then going through the Citrini post and Iran, markets have largely been responding to scenarios and shocks, probably time to start converging to the data and economic outlook again over the next few weeks.
04.03.2026 15:35 — 👍 43 🔁 0 💬 4 📌 0
Bitcoin +6%
$TSLA +4%
$AMZN +4%
$META +2.5%
Just one of those days.
Markets are trying to shake off Iran/energy.
04.03.2026 13:20 — 👍 27 🔁 0 💬 4 📌 0
don't forget, kids:
until the polls close, political prediction markets serve as merely a proxy for vibes, leavened by polls
after the polls close but before races are called, these markets become highly useful as proxies for models built off real vote count and demographic data
Bitcoin has been trading better lately:
04.03.2026 13:04 — 👍 7 🔁 1 💬 6 📌 0
Highest level of mortgage refi applications in nearly 4 years:
04.03.2026 12:01 — 👍 28 🔁 0 💬 4 📌 0
Retail gasoline prices up 9c/gallon yesterday:
04.03.2026 11:42 — 👍 37 🔁 2 💬 1 📌 0It’s Korean retail traders being degens.
04.03.2026 03:41 — 👍 10 🔁 0 💬 0 📌 0I do wonder about this w/r/t Hispanic voters specifically.
04.03.2026 03:38 — 👍 5 🔁 0 💬 2 📌 0Still 20%!
04.03.2026 03:37 — 👍 3 🔁 0 💬 1 📌 0*SOUTH KOREA'S KOSPI INDEX FALLS 12% TO 5,096.16
04.03.2026 03:35 — 👍 51 🔁 5 💬 6 📌 0He has indeed.
04.03.2026 03:05 — 👍 16 🔁 0 💬 0 📌 0Wasserman just called it for Talarico.
04.03.2026 03:04 — 👍 533 🔁 54 💬 9 📌 18
Love a good bubble bursting chart cc: @sellingtheta.bsky.social @ljkawa.bsky.social h/t @peark.es
04.03.2026 02:14 — 👍 54 🔁 1 💬 3 📌 1Oh wow
04.03.2026 02:13 — 👍 15 🔁 0 💬 0 📌 00 for 2 with Cuomo and Crockett
04.03.2026 02:13 — 👍 0 🔁 0 💬 1 📌 0The magic coalition for Dems in 2018-20 was Black voters and college/suburban whites epitomized by Georgia. At the moment it feels like in 2026 it might be young, college/suburban whites, Hispanic/Asian (Mamdani, Talarico).
04.03.2026 02:11 — 👍 87 🔁 1 💬 6 📌 5
Kalshi’s looking for Talarico by 9-15%:
04.03.2026 01:39 — 👍 17 🔁 1 💬 5 📌 0Looks like decent/solid results for Talarico vs his benchmarks so far.
04.03.2026 01:16 — 👍 38 🔁 2 💬 4 📌 0I don’t think he enjoys the game the way Kornacki does, kind of disappointing.
04.03.2026 01:14 — 👍 1 🔁 0 💬 1 📌 0I think pods paring back both longs (semis/memory) and shorts (software) given all this vol.
03.03.2026 21:03 — 👍 9 🔁 0 💬 2 📌 0
$SNDK -8.7%
$MU -8.4%
$TEAM +6.2%
$WDAY +7.2%
Doesn't seem great.
Feels like some degrossing in semis/software.
03.03.2026 20:58 — 👍 20 🔁 0 💬 1 📌 0Can’t decide if this counts as a constructive or concerning day of market price action. Still another hour to go I suppose.
03.03.2026 20:03 — 👍 32 🔁 0 💬 6 📌 0
SPX -0.25% YTD, lol
03.03.2026 19:23 — 👍 23 🔁 0 💬 1 📌 0
Geez, Talarico up to 90% — I know the nerds have been saying Dallas turnout is soft today, but that’s a lot of confidence!
03.03.2026 19:04 — 👍 44 🔁 1 💬 12 📌 5
BREAKING: A federal judge on Tuesday ruled that New York’s congestion pricing toll is legal and may continue, handing a major victory to the state in its defense of the first-in-the-nation traffic reduction plan, which the Trump administration had tried for more than a year to kill.
03.03.2026 17:21 — 👍 215 🔁 46 💬 2 📌 12*KASHKARI: WOULD LOVE IT IF POWELL STAYS ON AS FED GOVERNOR
03.03.2026 17:17 — 👍 91 🔁 7 💬 2 📌 7*APPLE HIKES MACBOOK AIR, MACBOOK PRO PRICES WITH NEW MODELS
03.03.2026 14:18 — 👍 35 🔁 5 💬 6 📌 6