Vincent @vincentfreeman.bsky.social · 03/10/2026This is the mental pretzel gymnastics I always find myself in. In this case, I am budgeting 3x max pain… it better not get to 2.5x or I’ll be in trouble. 000
Vincent @vincentfreeman.bsky.social · 02/10/2026Yes, but that could be 3, 6, 12 months away? Or you think this is done by YE? 000
Vincent @vincentfreeman.bsky.social · 02/10/2026How do you time something like this? There’s no obvious catalyst? 000
Vincent @vincentfreeman.bsky.social · 30/09/2026Am surprised how strong you feel about #4! Timing that seems really hard! 000
Vincent @vincentfreeman.bsky.social · 30/09/2026@outfromthepast.bsky.social 1) oil short 2) treasury bonds long 3) bwet short 4) arkk short Are these all the same trade (arkk short most questionable to be part of group). The most asymmetric appears to be #3 followed by #2 followed by #1 followed by #4? 010
Vincent @vincentfreeman.bsky.social · 29/09/2026I think they fall: 1) market / economic downturn, flight to safety 2) oil declines / peace, inflation pressures come down, yields come down 3) AI deflationary impact (least favorite) Flip side: 1) no stopping runaway fiscal spending train 010
Vincent @vincentfreeman.bsky.social · 29/09/2026@outfromthepast.bsky.social what is the best vehicle / security to construct a bet on long-term interest rates? Eurodollar? At what level do you get interested? 7-8%? 000
Vincent @vincentfreeman.bsky.social · 29/09/2026i would do French Open > Wimbledon Then Front-row basketball game - team doesn’t even have to be good Also, Kentucky Derby. Women love getting dressed up. 120
Vincent @vincentfreeman.bsky.social · 22/09/2026Are pressing “rules” different for commodities vs equities? 000
Vincent @vincentfreeman.bsky.social · 21/09/2026A great movie where the music is a main character 120
Vincent @vincentfreeman.bsky.social · 20/09/2026@outfromthepast.bsky.social what was outcome of CBRS? 021
Vincent @vincentfreeman.bsky.social · 18/09/2026@outfromthepast.bsky.social welcome back sirstatic.klipy.comBiking CyclingALT: Biking Cycling 020
Vincent @vincentfreeman.bsky.social · 31/07/2026There are few better feelings than nailing tops and bottoms. 110
Vincent @vincentfreeman.bsky.social · 31/07/2026static.klipy.comBlazing Saddles Fast DrawALT: Blazing Saddles Fast Draw 110
Vincent @vincentfreeman.bsky.social · 31/07/2026You set a limit price or just manual like a savage 110
Vincent @vincentfreeman.bsky.social · 24/07/2026Knowing that SZ is back usually indicative someone is going to be in trouble vs hoping it’s not me. Welcome back good sir.static.klipy.comIt's Almost Your Birthday!ALT: It's Almost Your Birthday! 000
Vincent @vincentfreeman.bsky.social · 15/07/2026What’s the algo you wrote? If “plan confirmed” from pacer download, then short x? 100
Vincent @vincentfreeman.bsky.social · 09/07/2026Follow this for when to move on? bsky.app/profile/bash... 020
Vincent @vincentfreeman.bsky.social · 09/07/2026The problem is when you think there’s a lot more downside to go. 120
Vincent @vincentfreeman.bsky.social · 09/07/2026@basherettes.bsky.social when you’re in “nothing to do” / travel mode do you just keep your cash in… cash? Or should I be buying short-term treasuries or BOXX or something in the interim? 000
Vincent @vincentfreeman.bsky.social · 03/07/2026The best Anton Freeman: Vincent! How are you doing this Vincent? How have you done any of this? We have to go back. Vincent: You wanna know how I did it? This is how I did it Anton. I never saved anything for the swim back. youtu.be/ll5qiWa6YDk?...youtu.beGattaca (8/8) Movie CLIP - The Final Swim (1997) HDYouTube video by Movieclips 030
Vincent @vincentfreeman.bsky.social · 03/07/20263) is underrated superpower given added real life benefit 020
Vincent @vincentfreeman.bsky.social · 03/07/2026Superpower rankings: 1) patience 2) balls to go all in 3) read history / go shopping in / travel in meantime 150
Vincent @vincentfreeman.bsky.social · 03/07/2026Sparty shorts at $65 I end up short at $40 x.com/vantonfreema...x.com 100
Vincent @vincentfreeman.bsky.social · 03/07/2026Always a next bus for the patient. Hitchhiking for the impatient who blow up. 020
Vincent @vincentfreeman.bsky.social · 03/07/2026x.com/vantonfreema...x.comVincent (@VAntonFreeman) on XA special buh-bye to $CHK: 1/2/2020: $172/shr (RS adj) 5/14/2020: $8.71/shr 6/4/2020: $14.05/shr 6/8/2020: $69.92/shr 6/26/2020: $11.85/shr 6/30/2020: $4.90/shr Bk Exit: $0/shr "Existing Equity Interest... cancelled, released, and extinguished without any distribution” 020
Vincent @vincentfreeman.bsky.social · 03/07/2026I think they were added to Russell 2000 right before filing too 010
Vincent @vincentfreeman.bsky.social · 03/07/2026Until Chesapeake Energy 2020 I didn’t care if a stock squeezed when I knew it would go to zero. That changed my view when I couldn’t hold on to the short ripping my face off. 060
Vincent @vincentfreeman.bsky.social · 02/07/2026why do you think it's taking so long for judge to rule? 100
Vincent @vincentfreeman.bsky.social · 02/07/2026www.youtube.com/watch?v=8_Xc...youtube.comYou Made Me the Thief of Your HeartYouTube video by Sinéad O'Connor - Topic 020
Vincent @vincentfreeman.bsky.social · 02/07/2026Couple of great ones from the movie: www.youtube.com/watch?v=RFuE...youtube.comBono & Gavin Friday In the Name of the Father 360pYouTube video by tapacirani kostur 130
Vincent @vincentfreeman.bsky.social · 02/07/2026some movement today in the senior stack (QVCCQ QVCDQ). not sure if there is a deal in the works that leaked -> some leakage going to Ps? Presumably negotiations in the background? I thought the judge was going to do this quickly. 110
Vincent @vincentfreeman.bsky.social · 02/07/2026@basherettes.bsky.social I appreciate that AI is all the rage… but is oil / CL still interesting to you? 040
Vincent @vincentfreeman.bsky.social · 01/07/2026IREN www.bloomberg.com/news/article...bloomberg.comAI Cloud Provider IREN Gets Logo on Golden State Warriors JerseysThe latest sign of the AI data center boom going mainstream: IREN Ltd., an Australia-founded cloud computing provider, will have its logo featured on the jerseys of the Golden State Warriors starting ... 020
Vincent @vincentfreeman.bsky.social · 20/06/2026What drives you these days in risking it all? What is the point if you have “enough”? 010
Vincent @vincentfreeman.bsky.social · 20/06/2026Do you have a separate “investment” portfolio where you make your all-in bets vs a more stable portfolio? That is, do you always risk 100% of your capital even though you’ve already “made it” and don’t have to? If so, why? If not, what % is “all-in” capital vs “less risky portfolio”? 120
Vincent @vincentfreeman.bsky.social · 20/06/2026On a Friday, Judge Zurn said the AMC settlement needed to be revised. It was a material (not all-in) position and I saw my portfolio get hammered in after hours. My weekend mental state was a disaster. I can’t even imagine being all-in and experiencing that. How did you manage? 130
Vincent @vincentfreeman.bsky.social · 20/06/2026Support, have you ever gone all-in and been wrong? When did you figure out you were wrong? What was the outcome? How often do you get it wrong? 120
