Sedina

Interested in all things capital mkts related. Global Equities, ETP’s, FX.

[Sedina @BSedoi]

@readswithravi Hampton Sides

[Sedina @BSedoi]

Market trading is a classic “Lower 48” pattern. Bullish.

[Sedina @BSedoi]

@Co11egeLandlord Don’t know who he is or even know he showed up on my timeline but I couldn’t resist replying to his garbage take. Didn’t realize he was such a a thin-skinned fella.

[Sedina @BSedoi]

@realEstateTrent Good for that 25 year old. He’s well ahead of the game. Probably because didn’t sit around reading ridiculous takes from strangers on X telling him how much more successful he’d be if he’d done this or that.

[Sedina @BSedoi]

To read about the harsh conditions of the Chosin Reservoir from the comforts of my home seemed unfair. “Silent Generation - They did their thing and resumed their lives without fanfare”. How one does that after such battle is hard to comprehend. Hampton Sides did an amazing job.

[Sedina @BSedoi]

@shawngorham Well done. For the right reasons. May it pay off.

[Sedina @BSedoi]

Quite the listen. Striking how someone so out of place in general society (quirky professor) absolutely thrives in another environment as a leader of armies. I think that works in reverse too for many currently viewed as leaders - they can only lead in one theatre.

[Sedina @BSedoi]

@TikTokInvestors

[John LeFevre @JohnLeFevre]

Maybe you can't control your IQ, but you can make decisions that are either extreme or midwit. And in my experience, life - health and fitness, socializing, investing, happiness, etc. - is better at the extremes.

The middle is a trap - a place that breeds mediocrity and comfortable complacency. It's where dreams die and life passes you by.

Living in the extremes is the spice of life.

I grew up in a Texas cow town with less than 500 people, but went to Choate and lived in NYC, London, and Hong Kong.

Of course, a Michelin-starred meal can be an experience that is, by definition, worth traveling out of your way for. But, at the same time, eating a $3 dinner on a milk crate in Cambodia is better than most midwit so-called fine dining.

Don't count macros. Cook a steak.

Seeing Kyoto on a bicycle or the Taj Mahal can change your life, but so can riding a horse at sunrise, where the wildlife doesn't care where you went to college or how many followers you have.

The middle is thinking Audi and Louis Vuitton are nice. The middle will have you saying "IYKYK" on Instagram over some Carbone rigatoni. The middle is waiting in line to get into the Centurion lounge. The middle resides on LinkedIn.

Drink your wine from a rocks glass. Take a trip with no luggage and buy what you need at a Walmart. Who cares?

The real opportunities - the asymmetric returns - come from operating at the extremes.

You can get full bloodwork done and adhere to some wacky Bryan Johnson regime, while at the same time, relying on basic intuition developed over hundreds of thousands of years of evolution. Take a walk. Watch the sun rise.

You can accomplish everything you need to in a gym with some dumbbells and a bench. Or take pride and pleasure in manual labor. "Chop your wood and it will warm you twice." Equinox is midwit.

The same is true with socializing. Trust me. Brunch with Ivy League bankers is vapid and tedious compared to beer and wings with rednecks and roughnecks.

This also applies to investing. Keep it simple; allocate your investments across a concentrated portfolio of long-term holdings that you know, understand, and believe in. And, at the other end of the spectrum, add real estate, and a few 10-50x moonshots - startups, crypto, derivatives, whatever. Not only are they intellectually and financially fulfilling, it’s a great way to expand your professional circles, and open unknown doors of opportunity.

You don't need apps to overcome boredom. Open a book.

It's not rocket science.

And of course... Go to bed tired.

[Meb Faber @MebFaber]

Investing quote of the day via @morganhousel:

[Sedina @BSedoi]

@GringoInvesting @Geiger_Capital Hedge it with a bet on Kalshi that Polymarket doesn’t get hacked or the founder runs off with the money before the inauguration.

[Sedina @BSedoi]

@nbeachny @PeterMallouk “Don’t post videos from sources I don’t agree with”

[Sedina @BSedoi]

@JohnLeFevre How dare he spend his money on things that are for sale.

[Sedina @BSedoi]

@ramit As long as you make monthly charitable donations on par with your mortgage like that couple.

[Sedina @BSedoi]

Bumping this as we approach Veteran’s Day.

[Sedina @BSedoi]

How is the market closed on Labor Day but open on Veterans Day? I’d be all for taking Presidents’ Day away for Veterans Day. It’s like having “CEO day” instead of “employee appreciation day”.

[Sedina @BSedoi]

@whirlybard @adequateryan @UraniumTails Discretionary quote, on NYSE. It doesn’t reflect in the imbalance until 3:55, allows for new orders and cancels up until the last minute. Interactive Brokers link explains it https://t.co/HA4QOCAX2i

[Sedina @BSedoi]

@whirlybard @adequateryan @UraniumTails D-quotes are a lot more prevalent now, so you can modify or cancel your MOC order. That’s why the imbalances can swing so much.

[Sedina @BSedoi]

@saylor @MicroStrategy 5Y rolling MSTR vs SPX, -56%, 10Y -165%… One can cherry pick whatever dates they choose in order to support a narrative.

[Sedina @BSedoi]

I don’t like what this industry has done to me. Shinzo Abe gets shot and my first thought was “what is the yen doing”. I don’t like it a bit.

[Sedina @BSedoi]

Im confused, isn’t Michael Lewis the one claiming that HFT is rigging the entire system? Is “Flash Boys” gone now? And no, this isn’t a defense of Trump https://t.co/44Sbi2zO6R