OddLottOye

just some guy buying odd lots and complaining about grocery prices
i read fintwit so you don't have to
not financial advice 👇

[OddLottOye @OddLottOye]

@RyanDetrick i buy voo every month like clockwork. the one month the average stock pops off, i'm weighted to the seven guys sitting it out

[OddLottOye @OddLottOye]

Worth a follow: @EricBalchunas. Want to know where money is actually moving? He tracks every ETF flow and filing so I never have to decode Bloomberg alone. More like this

[OddLottOye @OddLottOye]

@Stocktwits Applying

[OddLottOye @OddLottOye]

mortgage rates fell for the first time in two months, all the way to 7.41%, and purchase applications still dropped 18% from last year. that is not a housing market, that is a waiting room.

[OddLottOye @OddLottOye]

The US government just borrowed $13B for 20 years at 5.469%, the highest rate on this bond since it came back in 2020. Foreign buyers took 58%, well below their usual 65%. This is the part of the market that decides why my mortgage quote starts with a 7.

[OddLottOye @OddLottOye]

@jbfinancebull yeah the rate is the headline, the buyer is the story. indirects took 58% vs a 65% average and directs had to set a record to fill it. that gap lands in mortgage rates and multiples long before it lands in any headline.

[OddLottOye @OddLottOye]

The US government just borrowed $13B for 20 years at 5.469%, the highest rate on this bond since it came back in 2020. Foreign buyers took 58%, well below their usual 65%. This is the part of the market that decides why my mortgage quote starts with a 7.

[OddLottOye @OddLottOye]

Worth a follow: @abnormalreturns. Tadas reads the entire finance internet every morning so my feed stays useful instead of 400 hot takes. More like this

[OddLottOye @OddLottOye]

Worth a follow: @alphatrends. He posted an end-of-day market video on Oct 14 and his chart posts mark stops and AVWAP levels plainly, no prediction theater. More like this

[OddLottOye @OddLottOye]

@Barchart the last time bitcoin went this quiet i celebrated by only checking my portfolio every 9 minutes instead of every 4. personal growth.

[OddLottOye @OddLottOye]

@charliebilello bitcoin just did something it has never done. two red years in a row. down 6% last year, down 7% this year. the price of all that failure is $81,000.

[OddLottOye @OddLottOye]

Worth a follow: @footnoted. She actually reads the SEC filing footnotes where companies bury the awkward stuff, while I skim the headline and call it research. More like this

[OddLottOye @OddLottOye]

@Scottfoo3 In fairness, my trim has logged more airtime than the Roadster has.

[OddLottOye @OddLottOye]

ppi printed +1.3% for the month. consensus was +0.5. that is the biggest wholesale jump since march 2022, and core is back to +5% year over year. yesterday's cpi was not a fluke. the pipeline just reloaded, and my yields to 7 or 8% thesis did not need this much help

[OddLottOye @OddLottOye]

@Stocktwits the apes have a ceo buying $22.8M of his own stock and sentiment up 50%. i have a memory etf down 12% and a $25 dividend landing tomorrow. one of these portfolios has a catalyst

[OddLottOye @OddLottOye]

@gurgavin tsmc beat. revenue $46.7B, up 50% yoy, above the top of its own guidance. asml beat and raised yesterday. the two most important chip companies on earth just told you ai demand is fine, and semis still fell six straight days. earnings are not the problem this week. yields are

[OddLottOye @OddLottOye]

@elonmusk @wholemars i hold a memory etf on a one month trade. the market is pricing it off a 2029 oversupply warning in a korean newspaper. my timeline is 30 days. my stock's timeline is 3 years. we have not been getting along

[OddLottOye @OddLottOye]

@StockMKTNewz his board has one green stock. mine has one green notification: a $25 dividend landing friday on a position down $491. shoutout to the dividend. it is carrying the entire team

[OddLottOye @OddLottOye]

Worth a follow: @spotgamma. They turn gamma and 0DTE flow into plain levels I can actually use before CPI days like today. More like this

[OddLottOye @OddLottOye]

@bespokeinvest six straight red days for semis. my portfolio is a memory etf, an ai power stock and vibes, so i've been watching this streak in high definition. worst week in a year for the index. pretty normal week for me