Sean Mab

If interest rates ever go back up...

[Sean Mab @MabSean]

@GlobalMacroZen 🫡

[Sean Mab @MabSean]

@GlobalMacroZen Great bounce.

[Sean Mab @MabSean]

@StanoA313 @KobeissiLetter Awwww big mad!

[Sean Mab @MabSean]

@StanphylCap @detroitSailor Same here 😵‍💫
My tolerance for frustrating is ridiculously high but this thing is another animal. I can hold my nose until ~$850 due to ultra high conviction & multiple large realized gains since starting the short in late 2024. May have to move it to it's own account, though.

[Sean Mab @MabSean]

@pokereleran @sander_lutz @MollyJongFast Hahahahaha deep cut

[Sean Mab @MabSean]

@dampedspring hahaha exactly

[Sean Mab @MabSean]

@dampedspring You're wiser than I

[Sean Mab @MabSean]

@dampedspring Was considering the pair last week and your post gave me the push to move forward, although I opted to open them concurrently vs waiting for IGV. Started selling puts against the IGV position yesterday since the move up seemed a little aggressive.

[Sean Mab @MabSean]

@TimDuy Sorry for your loss, Tim.

[Sean Mab @MabSean]

@_RenegadeTrades No news I’ve found.

[Sean Mab @MabSean]

@Gee_Wins @wizardofsoho lol is the L in the room with us, @Gee_Wins?

[Sean Mab @MabSean]

@JehoshaphatRsch Haha sweet vindication! Wish I had seen the report at the time but just found you guys today while researching subprime ABS for other matters. Great work!

[Sean Mab @MabSean]

@GlobalMacroZen Made $5k in less than an hour from your tweet. I'd show the proof but seeing a P&L for individual /ES futures trades through @CharlesSchwab is about as straightforward as reconciling Enron's books.

[Sean Mab @MabSean]

@Benjami93902754 @JMJHYPM @RealJimChanos ...and those related companies own a significant portion of CVNA & sold hundreds of millions of dollars worth of shares on a 10b5-1 trading plans in the last year (~$700M from Garcia Sr. alone). This hypothetically allows him to absorb significant losses on loans purchased.

[Sean Mab @MabSean]

@blondesnmoney Lets gooooo

[Sean Mab @MabSean]

@Simply0DTE 💥

[Sean Mab @MabSean]

@NewsHour Can't help but chuckle.

[Sean Mab @MabSean]

@blondesnmoney 😂