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Aron Wegner

@aronwegner.bsky.social
129 followers 271 following 141 posts

Portfolio Manager.📍Boston / Cape Cod. UMich ‘17. Golf, finance (not advice), and occasionally politics, control my life.

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Reposted by Aron Wegner
Tom Hearden @followtheh.bsky.social · 24/09/2026
someone convince me the Iranians are ready to give up their largest point of leverage prior to November 3rd (unless we give them EVERYTHING)
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Carl Quintanilla @carlquintanilla.bsky.social · 06/08/2026
Green Day releases “American Idiot” as a single 22 years ago today. Billie Joe said he was watching US tanks enter Iraq after 9/11 — as embedded journalists broadcast live. “It felt like a cross between war & reality television,” he said. “I just felt .. like, someone needs to say something.”
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Patricia Aas 🐢🏳️‍🌈 @patigallardo.bsky.social · 05/07/2026
It’s 43 minutes past midnight. This is downtown Oslo.
It’s an ocean of people
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CJ Fogler @cjzero.bsky.social · 19/06/2026
Rebecca: "Chaps, Alexi left us" Zlatan: "Who? Rebecca: "Alexi will be back, Alexi will be back with us very soon" Thierry: "Your plan worked, Rebecca" Rebecca: "Don't you bring me into this, no chance" Zlatan: "America, you're welcome" lmaooooooooooooooooo
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Helene Meisler @hmeisler.bsky.social · 15/06/2026
ROKU was +20% Friday. But no one knew in advance. Nope, just happenstance.
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Bancroft Sutherland @bancsutherland.bsky.social · 14/06/2026
Upon release of the $24B in working capital and the completion of the $300B round, Iran to file confidential S-1 with the SEC; expected to be fast-tracked into indexes upon IPO.
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Will Stancil @whstancil.bsky.social · 14/06/2026
So the “deal” is the same as all the past deals, where Trump offers complete and unilateral surrender, Iran says “sure, if you can pull it it,” Israel ignores Trump, and Iran gets to keep doing exactly what it has been doing while looking like the more reliable party.
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Conor Sen @conorsen.bsky.social · 06/06/2026
Oh wow, good chart.
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Tom Hearden @followtheh.bsky.social · 05/06/2026
*HASSETT: FED SHOULDN'T HIKE, WILL HAVE ROOM TO CUT
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Ol' Chef Dan @olchefdan.bsky.social · 25/05/2026
Honestly, one of the funniest tweets I've ever seen.
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Tom Hearden @followtheh.bsky.social · 20/05/2026
straight up gaslighting
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The Tennessee Holler @thetnholler.bsky.social · 19/05/2026
SIGN OF THE DAY…
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Kyle Griffin @kylegriffin1.bsky.social · 16/05/2026
NYT confirms — with new details: Last year, Navy SEALs used two boats to escort Kash Patel and nine others on what a Pentagon email called a 'VIP Snorkel' next to one of the military's most sacred sites, the underwater tomb of the U.S.S. Arizona. One Navy vet called the swim "horrifying."
nytimes.com
Snorkeling at Pearl Harbor: Kash Patel’s Travels Add to Focus on Ethical Issues
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Helene Meisler @hmeisler.bsky.social · 16/05/2026
The bottom half of the top of the K.
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Katie Martin @katie0martin.ft.com · 15/05/2026
people keep telling me the biggest risk in stocks is not taking enough risk in stocks and I'll be honest, that makes me worry that people are taking too much risk in stocks me, 300 free clicks: as.ft.com/r/95a0aa05-e...
as.ft.com
Party time for stock markets cannot last for ever
Investor mood is shifting to outright red-hot exuberance
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Tom Hearden @followtheh.bsky.social · 14/05/2026
CNBC spending 30 minutes on an IPO that got withdrawn twice (most recently 6 months ago) and is trading 200x <sales> is peak bubble shit don't @ me
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Ivan the K ™ @ivanthek.bsky.social · 13/05/2026
If there's a rate cut this year, it'll mean we're in deep trouble, IMO.
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Carl Quintanilla @carlquintanilla.bsky.social · 12/05/2026
“.. Bubbles are inflationary because they grossly misallocate capital. So while Data Center construction is going wild (+34% y/y), NFIB Small Business Capex plans are at recessionary levels.” - RBAdvisers
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Cabel Sasser @cabel.panic.com · 11/05/2026
this graduation speech moment is notable, and her amazed shock at having failed to read the room feels instructive. when you're inside the bubble, you think everybody else is. but everybody isn't.
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Tom Hearden @followtheh.bsky.social · 08/05/2026
as a handful of stonks continue to go parabolic I'll just drop this off -- the University of Michigan Consumer Sentiment Survey data set goes back to 1978 and today was the lowest print ever. There's one helluva disconnect between Main Street and Wall Street going on.
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Laura Bassett @lebassett.bsky.social · 07/05/2026
Excited to live in a country where you can mail someone a handgun but not an abortion pill
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Aron Wegner @aronwegner.bsky.social · 07/05/2026
😭💀
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Tom Hearden @followtheh.bsky.social · 06/05/2026
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Helene Meisler @hmeisler.bsky.social · 02/05/2026
I typically could care less about volume. Stocks can and do rally on low volume. But I am struck by the consistent low volume rally in the QQQs. Just fell off a cliff as we came off the low.
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Carl Quintanilla @carlquintanilla.bsky.social · 29/04/2026
TUDOR JONES: “.. We're 252% of stock market cap-to-GDP. In 1929 we were 65%. In 1987 we got to ~85-90%. In 2000, 170%. “.. Since 1970, we get a mean reversion about every 10 years. Let's say mean revert to the past 25 or 30-year PE. That would be a 30, 35% decline.” youtu.be/S31J5ACsOqU?...
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Nash @radiodeadair.com · 14/04/2026
You know shit is bad when financial reporters are like "Actually the stock market is full of irrational dipshits"
finance.yahoo.com
3 charts reveal how delusional Wall Street is being about the Middle East conflict
Wall Street is often an optimistic bunch when it comes to estimating future sales and profits from corporate America. But what's on display right now from the Street borders on absurdity.
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Tabatha 🇺🇲 Marshal 🇺🇦🏳️‍🌈🏳️‍⚧️ (ally) @tabathamarshal.bsky.social · 13/04/2026
He is correct. It is right-wing news saying one outlandish thing after another to get stoopid people to agree and educated to debate. Causing debate and division. "Left wing news" spends its time countering with overly polite reporting, not to offend right wingers.
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Ryan Nanni @celebrityhottub.bsky.social · 12/04/2026
If you win the Masters back to back you should get green pants
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Rodger Sherman @rodger.bsky.social · 22/03/2026
totally anecdotal/maybe just me enjoying the hell out of watching these games but the actual quality of NCAA Tournament basketball these days is so good. like. it used to just be missed shots and grit
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Aaron Rupar @atrupar.com · 15/03/2026
WELKER: If you were prepared, why is the Strait of Hormuz effectively closed right now? CHRIS WRIGHT: Because it's right near the Iranian shoreline
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Bryan Mac @bryanmac.bsky.social · 14/03/2026
That hush that falls over the crowd when the ball is in the air? That’s the purest distillation of Sports.
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George Pearkes @peark.es · 14/03/2026
Gap down 2%, green by lunch
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Carl Quintanilla @carlquintanilla.bsky.social · 11/03/2026
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Rodger Sherman @rodger.bsky.social · 11/03/2026
today at the World Metaphors Classic the leader of the USA didn't bother to find out the details of the situation his team was in and blindly assumed they would win a matchup they ended up losing, jeopardizing their long-term standing for no good reason
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Ivan the K ™ @ivanthek.bsky.social · 10/03/2026
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it’s me, aubrey plaza accord @sellingtheta.bsky.social · 10/03/2026
what happens if stocks start going down without oil spiking
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Will Stancil @whstancil.bsky.social · 09/03/2026
I see your TACO and raise you STAR: Some Things Aren’t Reversible
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Ken Tremendous @kentremendous.bsky.social · 08/03/2026
Part of the reason "Breaking Bad" is one of the greatest TV shows of all time is that its central thesis, which feels true, is that there is a monster inside all human beings, and given the chance to come out, it will, indeed, come out. Anyway, here's an article about a Let the Monster Out Factory.
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Catherine Rampell @crampell.bsky.social · 06/03/2026
As a friend pointed out: honestly astonishing to think about what would have happened if trump had come in and done literally nothing on the economy
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Kyle Cheney @kyledcheney.bsky.social · 21/02/2026
👀The federal judges in West Virginia, where ICE has been pulling over and detaining people on the freeway, are literally screaming about ICE's tactics. "It is an assault on the constitutional order," Judge Goodwin says. storage.courtlistener.com/recap/gov.us...
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shauna @goldengateblond.bsky.social · 09/02/2026
oh this is definitely making maga heads explode coast to coast lol
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Carl Quintanilla @carlquintanilla.bsky.social · 29/01/2026
Maybe this is about central banks. Maybe it’s about inflation hedges. Maybe it’s about masked agents of the state shooting unarmed US citizens 10 times in the back — and we still don’t know who, or where, they are.
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Costa Samaras @costasamaras.com · 25/01/2026
The govt lying about the killing of a U.S. citizen at the hands of the state, is by itself, a front page a story, worthy of drumbeat coverage, resignations, and impeachments.
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Adam Kinzinger @adamkinzinger.substack.com · 24/01/2026
This is ok tho
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Eddie Current @cheatlines.co · 24/01/2026
Citizens are in the driver's seat now imho. It's cool if some politicians are quicker on the uptake than others but they are following us now, I'm not waiting for them anymore
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jamelle @jamellebouie.net · 24/01/2026
this guy is a terrible liar who genuinely believes he is great at lying
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Olúfẹ́mi O. Táíwò @olufemiotaiwo.bsky.social · 12/01/2026
hi, political philosopher here! this is not funny, central banks only do this when they're in extreme distress
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