iiinova — where your digital self keeps evolving

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)

3456

Aron Wegner @aronwegner.bsky.social · 23/09/2026

Someone should let the equity markets know

000

Reposted by Aron Wegner

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.”

341000252

Reposted by Aron Wegner

Patricia Aas 🐢🏳️‍🌈 @patigallardo.bsky.social · 05/07/2026

It’s 43 minutes past midnight. This is downtown Oslo.

9189441429

Reposted by Aron Wegner

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

22689472262

Reposted by Aron Wegner

Helene Meisler @hmeisler.bsky.social · 15/06/2026

ROKU was +20% Friday. But no one knew in advance. Nope, just happenstance.

810536

Aron Wegner @aronwegner.bsky.social · 14/06/2026

And markets won’t fall back down to earth

000

Reposted by Aron Wegner

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.

120729

Reposted by Aron Wegner

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.

732850

Aron Wegner @aronwegner.bsky.social · 14/06/2026

Pretty embarrassing markets still blindly rip on this shit. Just tells me how many brain cells you need to make money these days

000

Reposted by Aron Wegner

Conor Sen @conorsen.bsky.social · 06/06/2026

Oh wow, good chart.

3325

Reposted by Aron Wegner

Tom Hearden @followtheh.bsky.social · 05/06/2026

*HASSETT: FED SHOULDN'T HIKE, WILL HAVE ROOM TO CUT

2468

Reposted by Aron Wegner

Ol' Chef Dan @olchefdan.bsky.social · 25/05/2026

Honestly, one of the funniest tweets I've ever seen.

737198283112

Aron Wegner @aronwegner.bsky.social · 23/05/2026

Anyone from Iran confirm this news?

110

Aron Wegner @aronwegner.bsky.social · 23/05/2026

Very easy explanation of that one. Brains.

010

Reposted by Aron Wegner

Tom Hearden @followtheh.bsky.social · 20/05/2026

straight up gaslighting

87812

Aron Wegner @aronwegner.bsky.social · 18/05/2026

Manipulation needs to be incorporated into fundamental analysis now, but many people who consider themselves sophisticated investors don’t want to have that convo because it’ll make their ways of making money look lucky.

010

Reposted by Aron Wegner

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

44452902149

Reposted by Aron Wegner

Helene Meisler @hmeisler.bsky.social · 16/05/2026

The bottom half of the top of the K.

2405

Reposted by Aron Wegner

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

1114924

Aron Wegner @aronwegner.bsky.social · 15/05/2026

Pretty sure you can’t go broke making a profit. You can go broke gambling

110

Aron Wegner @aronwegner.bsky.social · 15/05/2026

That’s because of oil and subsequent inflation. Stocks just haven’t given a shit

100

Reposted by Aron Wegner

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

5624

Reposted by Aron Wegner

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.

45610

Aron Wegner @aronwegner.bsky.social · 13/05/2026

Option 3: after being responsible and diversifying elsewhere and compounding at a good rate YTD, with very good beta, you buy semis and they immediately drop by 50% in 2 months

000

Aron Wegner @aronwegner.bsky.social · 13/05/2026

Said another way: get rid of the idiotic market participants who think they’re smart and allow fundamental investing to control market dynamics again.

020

Reposted by Aron Wegner

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

727788

Reposted by Aron Wegner

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.

991272826874

Reposted by Aron Wegner

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.

1111138

Reposted by Aron Wegner

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

18267972316

Aron Wegner @aronwegner.bsky.social · 07/05/2026

And you haven’t even found out that I’m a Spurs fan yet smh

000

Aron Wegner @aronwegner.bsky.social · 06/05/2026

Audibly laughed. So you know my spirits aren’t entirely dead just yet, even if my fomo restraint has been tested to the nth degree possible

110

Aron Wegner @aronwegner.bsky.social · 06/05/2026

She might as well be wearing a MAGA hat

000

Aron Wegner @aronwegner.bsky.social · 06/05/2026

And unless you’re suggesting to me that market participants are responsibly setting stop orders to protect from drawdowns and / or incorporating hedges to ensure their gains, hard to justify participating in this. Not saying I’m betting against it, just not sensible to dive in with available info

100

Aron Wegner @aronwegner.bsky.social · 06/05/2026

It’s the same issue with the inflation issue over the last 5 years. Once you set a precedent of what happens on the upside, has to be counteracted on the downside, otherwise there is natural excess baked into the system. Not suggesting the bullish vortex isn’t propelling markets, greed is too

100

Aron Wegner @aronwegner.bsky.social · 06/05/2026

NQ is up 1% since the war “news” at 5am.

100

Aron Wegner @aronwegner.bsky.social · 06/05/2026

The picking and choosing of data by analysts who are enabling gamblers is a bit sad to see. But alas, if the government is going to be reckless, I suppose they can with their platforms as well

000

Aron Wegner @aronwegner.bsky.social · 06/05/2026

Stocks apparently care about oil again

110

Aron Wegner @aronwegner.bsky.social · 06/05/2026

The stagflation data to lead to savings vanishing and stocks causing it has been here longer than people want to admit it. And now there’s an energy crisis on top of it. I manage long-only assets, obviously I want the market to do well lol, I just don’t think any of this has staying power

230

Aron Wegner @aronwegner.bsky.social · 06/05/2026

The market hasn’t yet appreciated what an energy crisis is.

010

Aron Wegner @aronwegner.bsky.social · 06/05/2026

When factoring in market manipulation, possibly

110