iiinova — where your digital self keeps evolving

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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Peter @notalawyer.bsky.social · 14/11/2025

Replacing the BLS could be a lucrative opportunity

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Reposted by Batman John

everyone gets so mad at the mods here for doing basic mod shit. sometimes you gotta make a little murder joke and eat a three day ban for it. that’s life baby, there’s beauty in that.

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Yeah, even if the initial campaign can be narrow + mostly bombing/SOF, there's a lot more potential for the U.S. for the scope to expand in order to stabilize things post-Maduro I think the worst case is not Vietnam 2.0 but Iraq 2.0, where the U.S. gets sucked into a messy nation-building project

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Makes me thing their staff + comms folks are paralyzed with the PR crisis here

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Marisa Kabas @marisakabas.bsky.social · 12/11/2025

The one in Labor Day? Yeah he (or at least his account) still posted through it, and some of the posts actually made suspicions more intense (ex. golfing with Gruden may have been using an old pic as "proof of life")

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Reposted by Batman John

A DoorDash spokesperson confirmed the same to me. I followed up by asking is "inflation has been tamed" not something one should conclude from this report? The spokesperson said: "The White House can use the language that they are using on that. I’m not going to speculate on that."

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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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We'll see what eventually happens with the Epstein files votes + any happens, but this is a reminder that RW media *will* circle the wagons for Trump. The information ecosystem is really bad right now, and we've see that Trump scandals have a very weak effect at moving the needle on support

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The "SPIN DOCTORS" label on the Fox story kills me lol

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George Pearkes @peark.es · 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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Reposted by Batman John

If you're concerned, please blow in a paper bag for a sec, drink some water, and then read this thread. If you're *still* concerned, I'm not sure what to tell you.

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Reposted by Batman John

lauren @lauren.rotatingsandwiches.com · 12/11/2025

i know a lot of people have valid concerns about the mods here but you simply cannot be mad that they don't allow death threats lol

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Tom Hearden @followtheh.bsky.social · 12/11/2025

I'm guessing we're gonna see a tweet from Trump this week endorsing her for governor + her mind will change real quick

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Reposted by Batman John

getting that bad feeling that Trump is going to successfully squeeze someone to keep the Epstein files from being released

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Sky Marchini @sky.skymarchini.net · 10/11/2025

It sounds like the tech CEOs have more sway here than the immigration hardliners (Miller/Vance). Or maybe he's just a sucker for something he can charge a price for ($100k H1B fee)

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Reposted by Batman John

the president of the united states, for some reason apparently:

insane clown posse's "fuckin magnets how do they work" meme

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AI profitability worries are OVER. Next stop: A financed Blackwell GPU for every household!

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RTY also tracked S&P 600, so it looks like overall small cap underperformance. There was also the huge diff between SPX vs. equal weight. The weak breadth / flight to mega-caps has me worried. I'm interested to see where VIX levels out given the increasing concentration.

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 10/11/2025

At what point does the asset-based economy just become the Mag7-based economy $QQQ

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Reposted by Batman John

Still could be $RSP's worst day vs $QQQ since April 9. Very close here.

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Started to see the pressure in 2024 and it has picked up way more in 2025

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Brad Johnson @climatebrad.hillheat.com · 10/11/2025

I'm seeing this too. It feels grim in security... we've accumulated so much knowledge on risks + mitigations, but the business interest is steamrolling everything right now

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Reposted by Batman John

Trump just celebrated Schumer's cave by pardoning 75+ co-conspirators including Rudy Giuliani, Mark Meadows, and Sidney Powell, for their efforts to overturn the 2020 election.

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Reposted by Batman John

I was curious about whether this might end up as an implied directive to governors to use their own pardon power on the state-level convictions, but it looks like it can't/won't happen... - AZ has a D governor (Hobbs) - GA has a R governor, but the governor doesn't have pardon power

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