Selah Trading

Trading Journal | SELAH Framework
U.S. & Korea | Stocks • Options • Commodities

[Selah Trading @selahspect]

“Selah” is a biblical word meaning to pause and reflect.

It’s the essence of my entire trading process.

S - Stop. Don’t act before you plan.
E - Eliminate noise. Move at your pace.
L - Locate signal. Focus only on what you know.
A - Allocate. Size by risk and reward.
H - Hone. Refine the process, not the P&L.

Wisdom as old as the Psalms.

[Stocktwits @Stocktwits]

The stock market during the US - Iran war 🤣

[Selah Trading @selahspect]

@BillAckman It’s not investing, it’s unfreezing their funds. Yeah if you buy that justification

[Selah Trading @selahspect]

Best friends now pointing guns at each other. How this plays out will move markets hard.

[Eric Daugherty @EricLDaugh]

🚨 NOW: President Trump reveals he holds the cards as to whether NETANYAHU can be reelected in Israel

"Trump holds the cards in Netanyahu’s shaky reelection chances" 👀

[Selah Trading @selahspect]

~20,000% return through SELAH Framework.

[Selah Trading @selahspect]

P&L is just a scoreboard, not a strategy.
Hone the process. The numbers follow.
$NVDA $GOOGL $AMD $SLV $XOM

[Selah Trading @selahspect]

@Reuters @grok Iran just declared the Strait of Hormuz is closed. Who’s lying here?

[Selah Trading @selahspect]

@KobeissiLetter Hey @grok is this true?

[Selah Trading @selahspect]

Well explained

[Financial Times @FT]

The US and Iran have signed a peace deal. But what happens now?

The FT’s chief foreign affairs commentator Gideon Rachman breaks down the risks, opportunities and what to watch for next. https://t.co/Y8DGI6tajH

[Selah Trading @selahspect]

@wallstreetbets This needs context. Some stocks fall for a reason. And they will continue to fall. Buy only what has strong fundamentals. And btw, waiting for the perfect entry can cost you a major rally. The last few months were like that, a classic example of a lockout rally.

[Selah Trading @selahspect]

@Cointelegraph Even so, this is crypto as a medium of exchange, not as an investment. Hope folks don’t conflate the two.

[Selah Trading @selahspect]

@AshCrypto Add Michael Saylor selling Bitcoin

[Selah Trading @selahspect]

Why would they? Koreans have the KOSPI, their S&P 500 equivalent, up roughly 4x in just over a year. No capital gains tax for Koreans. Blessed.

[Coin Bureau @coinbureau]

🚨SOUTH KOREA’S $69B CRYPTO BOOM IS COOLING

South Korea ranked #2 globally in retail crypto trading in Q1, but volume fell 28% YoY, the steepest drop among major markets.

Retail interest appears to be rotating from crypto into high-volatility AI and semiconductor stocks.

[Selah Trading @selahspect]

@BitcoinArchive @saylor Why’d you sell it when you said you never would under any circumstances? A smart guy like you would certainly know what signals that’d send to the markets.

[Selah Trading @selahspect]

@PolymarketMoney It’s because it consumes too much electricity. Now with the massive AI data centers coming along that no body had really anticipated before, the narrative for crypto has fundamentally changed. Tough road ahead.

[Selah Trading @selahspect]

@coinbureau Look what happened to $BMNR before you freak out listening to this guy. It’ll instantly make you feel comfortable dismissing his ideas lol

[Selah Trading @selahspect]

@Vivek4real_ @BillAckman What about Netflix?

[Selah Trading @selahspect]

@Kalshi How will they stop it though? Both Trump and Iran are so desperate for this deal to follow through.

[Selah Trading @selahspect]

6/6

Track the open interest.
Track the money flow.
It’s public data. Free for everyone.

How to read the OI:

1. Holds: still on the book

2. Falls: they are unwinding

July 17: it resolves

Worth watching, especially if you trade or invest in Korean equities. As a Korean American who follows this market closely, I’ll be tracking it.

[Selah Trading @selahspect]

1/6

Unusual options flow in $EWY (South Korea ETF) worth a closer look: $20M worth of $165 puts expiring in a month.

Someone paid up for roughly $20M of $EWY 7/17 $165 puts on FOMC day. Brand new position, well out of the money.

This is not retail size.

So is this a hedge or a directional bet?

[Selah Trading @selahspect]

5/6

1. Sell it back to close before expiry

2. Let it expire on 7/17 (worthless if $EWY holds up)

3. Roll it to a later expiry to keep the protection on

Think about how you’d play it first. Then watch what they actually do. The OI will tell you by 7/17. This is how you get sharper.

Finally, my tips for you: