iiinova — where your digital self keeps evolving

Carl Quintanilla @carlquintanilla.bsky.social · 6h

“.. Oura’s postponement in line with other issuers delaying IPOs is pointing to a weaker market than we had foreseen as recently as a few weeks ago. The structural pressures from such rapidly rising yields cannot be overstated.” @barrons.com www.barrons.com/articles/our...

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Carl Quintanilla @carlquintanilla.bsky.social · 6h

BNP PARIBAS: “.. The Fed is likely hiking rates whether oil goes up, down, or sideways. .. .. pricing behavior in non-shelter core services has change versus that prior to the pandemic, and that inflation in this category has become more entrenched and momentum-driven.”

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Carl Quintanilla @carlquintanilla.bsky.social · 6h

BTIG: “.. Are Bulls Starting to Lose the Standoff? So far neither side had been proven right, or wrong, and we remain in a standoff of weak breadth vs. strong SPX. Yet even within the SPX, over the last 5 weeks the index is dead-flat while the median stock is -4.5%.”

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Carl Quintanilla @carlquintanilla.bsky.social · 7h

Three-byline alert: “.. shifting greater resources to states they see as more competitive. The party now is spending heavily to defend reliably Republican Texas ..” @apnews.com #GAsen #NCsen apnews.com/article/sena...

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Carl Quintanilla @carlquintanilla.bsky.social · 7h

A good reminder from Ed that not everyone will be able to afford a personal agent — even as the Internet is re-wired around them. @edmundlee.bsky.social #Muse

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Carl Quintanilla @carlquintanilla.bsky.social · 8h

GS DESK: “.. a chart of 10-year TIPS that goes back a quarter century. It’s not good news .. At the same time, it also demonstrates that a good dose of risk premium is now in the price of real rates .. This only serves to up the ante for Corporate America to sustain the remarkable run of earnings..”

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Carl Quintanilla @carlquintanilla.bsky.social · 8h

Hi, yield. 👀 (via junkbondinvestor.com)

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Carl Quintanilla @carlquintanilla.bsky.social · 8h

“.. the third round this year under recently appointed CEO Josh D’Amaro ..” @variety.com $DIS variety.com/2026/film/ne...

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Carl Quintanilla @carlquintanilla.bsky.social · 9h

“.. Share of consumers expecting higher interest rates over the next year climbed to 68.4% in August, an increase of over five percentage points.” - Schwab #ConferenceBoard

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Carl Quintanilla @carlquintanilla.bsky.social · 9h

RBADVISERS: “.. For those who don’t think the world is changing, LT Treasury returns are now negative for the 1st time in 40+ years.”

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Carl Quintanilla @carlquintanilla.bsky.social · 10h

B of A DESK earlier this am: ".. Apple can still become an eventual winner of AI at the edge, but the pace of Siri AI innovation has to accelerate beyond just annual software releases." $AAPL

FinTwitter@fintwitter.bsky.social

APPLE’S TERNUS DISCUSSES HOLDING MORE FREQUENT PRODUCT LAUNCHES

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Carl Quintanilla @carlquintanilla.bsky.social · 11h

Billy Joel releases “The Stranger” 49 years ago today. “I remember thinking, 'it needs some sort of introduction,’” Joel recalled. I played one for Phil [Ramone, the album's producer] “and whistled along.” “I said, 'What instrument do you think should do that?' Phil said, 'You just did it.'”

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Carl Quintanilla @carlquintanilla.bsky.social · 11h

“.. Here, creative types share the local Chinese dumpling spots they return to again and again.” @nytimes.com www.nytimes.com/2026/09/11/t...

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Carl Quintanilla @carlquintanilla.bsky.social · 13h

SCHWAB: “.. The last time we had this low of a % of S&P 500 members trading above their 200d moving average, the S&P 500 was down by ~12% … today, it‘s barely off its all-time high.”

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Carl Quintanilla @carlquintanilla.bsky.social · 13h

METLIFE: “.. . Our CPI forecast is further revised up by 60 basis points to 4.0%, as the conflict in Iran continues, and oil prices, shipping and transportation costs are hit.”

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Carl Quintanilla @carlquintanilla.bsky.social · 14h

“I am the house.” @pkrugman.bsky.social substack.com/@paulkrugman...

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Carl Quintanilla @carlquintanilla.bsky.social · 14h

“.. One idea under discussion is insurance against losses on loans to upstart cloud computing companies, or “neoclouds”, if they default and the Nvidia chips pledged against their debt cannot be resold ..” @financialtimes.com $NVDA www.ft.com/content/d6a9...

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Carl Quintanilla @carlquintanilla.bsky.social · 14h

TEHRAN, Iran (AP) - Iran's currency falls to a new record low as the war in the Middle East further erodes Tehran's economic stability. @apnews.com

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Carl Quintanilla @carlquintanilla.bsky.social · 15h

JONAS: “.. I have driven 2,713 miles with Tesla's Full Self-Driving (FSD) in the past 12 months, 33% of our Tesla's total miles. .. I use FSD on 100% of my trips and, I estimate, between 98% and 99% of my miles.”

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Carl Quintanilla @carlquintanilla.bsky.social · 15h

(AXIOS) - Iowa is on the verge of a farm crisis that threatens to wreck the agricultural heart of the state .. @axios.com #IAsen www.axios.com/2026/09/29/i...

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Carl Quintanilla @carlquintanilla.bsky.social · 15h

Holtec. SB Energy. Now, Oura. www.cnbc.com/2026/09/29/s...

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Carl Quintanilla @carlquintanilla.bsky.social · 29/09/2026

Depeche Mode’s “Music for the Masses” turns 39 today. Of the single “Strangelove”, Alan Wilder said: “I can't even say how many times we had to redo it. We had to change the bass line at least 100 times .. We wanted to do it well — and all that for a result which, in my opinion, is not excellent.”

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Carl Quintanilla @carlquintanilla.bsky.social · 29/09/2026

BURRY: “.. Fundamentally, I am moving timelines up. .. As such, I want more leverage in my short positions. Better timelines make leverage more palatable. Nothing says leverage like options, in this case put options, which are relatively cheap ..” @cnbc.com www.cnbc.com/2026/09/28/m...

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Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026

“.. Discussions have involved Waldron, who is also the bank’s president, taking over the top job around the end of 2027 or in 2028 ..” @wsj.com $GS www.wsj.com/finance/bank...

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Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026

* OPENAI SCRAPS RELEASE OF NEW AI MODEL OVER SAFETY CONCERNS: WSJ @bloomberg.com

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Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026

PANTHEON: “.. We now expect headline #CPI inflation to average 3.5% in both Q3 and Q4, up from previous forecasts of 3.0% and 2.7% ..”

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Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026

PIMCO: Our view continues to be that the House will easily flip in November .. .. Given that many key metrics are increasingly pointing to a wave election, including the Generic Ballot, the enthusiasm gap, as well as Trump’s approval ratings, we very much could see the Senate flip ..”

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Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026

B of A DESK: ".. suddenly a lot of structural bears in $CASY, $HD, $MCD, $TJX, $TPR .. I'm not saying they're wrong, but I am saying that 'this is a structural short' is rolling off the tongue by liberated bears partly because the stocks act terribly and the thesis is tough to disprove near-term."

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Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026

“.. Republican state Attorney General James Uthmeier intensified his fight with OpenAI and its founder Sam Altman on Monday .. attempting to leverage the recent panic .. as proof that ChatGPT and other AI models are dangerous products.” @politico.com www.politico.com/news/2026/09...

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Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026

WOLFE: “.. the potential for a vicious cycle between deficits and yields is getting increasingly concerning. .. rising yields create a quite imminent risk of negative feedback loops with the deficit, because the risks on interest expense are skewed sharply to the upside ..”

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Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026

ROTH: ".. QTD box office is now at $3.011bn, up 29% Y/Y .. setting a new-all time high for the quarter .. .. Spider-Man: Brand New Day topped $950mn in becoming the highest grossing domestic release of all-time while The Odyssey at $616mn is now the highest grossing R-rated movie ever."

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Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026

GOLDMAN: ".. the longer a diesel export ban lasts, the more disruptive .. because diesel, gasoline, and jet fuel are largely produced together. .. We estimate that, once diesel storage is full, each week .. would likely be associated with $0.3/gallon of upward pressure on US retail gasoline .."

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Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026

DEUTSCHE cuts $PEP: The issue "is not simply that recovery is taking longer. Successive interventions .. suggest the underlying problems are more difficult to solve than management (or we) initially understood. .. North American challenges are more deeply rooted than originally appreciated."

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Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026

“.. Very good one sentence summary of the economy.” - Kyra Scanlon

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Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026

WASHINGTON — Eight U.S. Marines were injured two weeks ago when an Iranian cruise missile attacked the ship they were operating on in the Strait of Hormuz, according to three U.S. officials. @nbcnews.com www.nbcnews.com/politics/nat...

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Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026

“.. Karma will almost certainly come calling before the end of Donald Trump’s presidency if these high yields persist, spelling failure for Bessent’s efforts to avoid locking in high interest costs on America’s debt.” @bloomberg.com www.bloomberg.com/opinion/arti...

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Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026

LONDON (AP) - UK police say 5 men arrested near a U.S. air base are being held on suspicion of preparing a terrorist act. @reuters.com

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Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026

B of A DESK: “.. As we approach September-end, here is SPX history in years when SPX was up between +10-20% YTD at 3Q-end … and then how did SPX perform in the final 3 months of the year?”

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