AFTER HOURS SELLING
That Timing Didn’t Suck
I posted my daily live trading room notes AND a special Market Thoughts with all the reasons for the market sell-off I’ve been tracking AND ones that hadn’t even triggered yet!
Then I checked the latest news & election updates:
South Korean futures halted:
South Korea KOSPI 200 hits limit down circuit breaker as concerns over mass retail leverage & a speculative mania grow
Asia selling I mentioned would trigger more US equity weakness, but this can also trigger carry trade unwinds that trigger the CTA selling I highlighted in this post.
Japan’s 10-Year Yield approaching its highest level since the run-up to the Global Financial Crisis
Stateside... with NYT claiming 36% of the votes are in and Mamdani has 51% of the vote so far.
Zohran Mamdani will be the next Mayor of NYC, as projected by Polymarket.
OK, tomorrow will be very interesting!!
Rest up and see you in the trading room to see if VIX 22.18 is rejected (after it gets there).
MY LATEST POSTS NOT ONLY NAILED THIS SELL-OFF BUT FOR ALL THE RIGHT REASONS AS WELL. UPGRADE TO PRO OR JOIN US LIVE AT LADUCTRADING.COM
November 4, 2025 Live Trading Room Market Recap & Trades - Samantha & AI
Trades of Note: Shorts of Course




Don't believe I've ever seen such a beat-down in my life.
https://xcancel.com/admcrlsn/status/1985904361717866724#m