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Batman John

@batmanjohn.bsky.social

Not to be confused with the other, less talented, bat person Tech + Finance

Batman John @batmanjohn.bsky.social · 23/01/2026

Interesting reporting by Fox on Iran buildup. If true, the Abraham Lincoln isn't making haste towards Iran. This lines up with what I've been seeing in OSINT re: the carrier group isn't making top speed

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Batman John @batmanjohn.bsky.social · 14/11/2025

Breadth is still week on this market rally. $SPY is outpacing $RSP and $IWM is outpacing $IJR. Declines + New Lows > New Highs.

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Batman John @batmanjohn.bsky.social · 12/11/2025

That's about where he bottomed out in his first term (excl. his very bitter end) We'll find out soon whether how committed his base really is

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Batman John @batmanjohn.bsky.social · 12/11/2025

RW media spin-cycle is still in effect. NYP has the Epstein story front and center but is spinning it as a Clinton scandal. Fox and WSJ have it buried on their home page, Fox is basically turned into a Michael Wolff story, WSJ is spun less but still leads with a GOP vs. D "cherry-picking" framing

NYPost headline on Epstein - "Epstein emails reveal he stopped talking to Clinton for mysterious reason"

Fox news headline on Epstein: "House GOP releases Epstein emails showing media contacts and advice on repairing image"

WSJ headline on Epstein: "Democrats Release New Epstein Emails Referring to Trump"

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Batman John @batmanjohn.bsky.social · 09/11/2025

Interesting poll from YouGov: more impacted by shutdown = more blame tilted GOP I can see this creating havoc in the GOP between "materially affected by Trump's policies" vs. "politics is just a game", esp. since power holders are more likely to be the latter today.yougov.com/politics/art...

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Batman John @batmanjohn.bsky.social · 31/10/2025

Some interesting price action today, SPX dumping at the close even with a significant positive MOC. No insights here, just an interesting observation vs. what I'm used to seeing.

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Batman John @batmanjohn.bsky.social · 31/10/2025

Looks like there was a big spike in SRF usage last night. My understanding is that's not uncommon for end-of-month/end-of-quarter, but maybe it is spooking some people about banks' liquidity in the not-so-short term? esp. with the private credit risks on everyone's minds

FRED overnight repurchase agreements chart. Shows no usage through 1h 2025, some noise recently, and a big spike to 30B USD last night

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