iiinova — where your digital self keeps evolving

Jake @econompic.bsky.social · 07/01/2025

Keep seeing structured notes from banks, which are subordinated debt. My $0.02... they should offer returns equal to the note's expected return PLUS the bank's subordinated debt yield. In practice, they often (usually?) pay less than expected return.

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Jake @econompic.bsky.social · 18/12/2024

Dow Jones Industrial Average: "My first 10-day losing streak since 1974..." S&P 500 Equal Weight: "One up day this month too..." S&P 500 Value and S&P 500 Low Volatility Indices: "Hold my beer..."

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Jake @econompic.bsky.social · 17/12/2024

Whoah… what in the world happened November 5th?

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Jake @econompic.bsky.social · 13/12/2024

Tommy used to work on the docks, Machines took his job, Now he’s out of luck—it’s tough, so tough. Foreign companies came to play, Cutting the jobs, they sent cash away, It’s rough—so rough.

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Jake @econompic.bsky.social · 12/12/2024

$MSTR write-up... including what "Bitcoin Yield" is and who is paying it.

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Jake @econompic.bsky.social · 09/12/2024

🌶️ take I think there is a decent (not likely) chance Soto opts out of this deal after 5 years. He’ll only be 31 earning $55mm nominal each of the next ten years. If he produces as expected, it will be a function of what contracts look like at that point.

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Jake @econompic.bsky.social · 05/12/2024

Oh man… what did Tsunami Warning say this time!

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Jake @econompic.bsky.social · 03/12/2024

US Corporate Profits as a % of US GDP have more than doubled the last 25 years because our companies are dominant global players that have business well beyond our borders. People love posting the market cap as % of GDP, but you never see this.

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Jake @econompic.bsky.social · 03/12/2024

bad 3 months, YTD, one year, three year, five year, and ten year too for stocks?

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Jake @econompic.bsky.social · 01/12/2024

“I recently read about man who collects pictures of walk-off home runs. He said that the reason he did this is because this is how he views us entering heaven. Look at the faces of his teammates waiting to welcome him home. They can’t wait to celebrate with him.” Love this (stolen from Twitter).

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Jake @econompic.bsky.social · 21/11/2024

Convinced 99% of these artists are made up names they had ChatGPT come up with

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Jake @econompic.bsky.social · 20/11/2024

Holland > Risacher not looking so hot Edey for sure over Clingan

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Jake @econompic.bsky.social · 19/11/2024

MSTR mkt cap now ~$90B on ~$30B in BTC holdings. For now, they have the ultimate business model of accruing $3 of market value for every $1 of an asset they (and anyone else) can buy off an exchange This company is all the proof I've ever needed to #nevershort

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Jake @econompic.bsky.social · 19/11/2024

Post a perfect album from the 90s that isn’t Nirvana, Pearl Jam, Soundgarden, or Alice In Chains.

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Jake @econompic.bsky.social · 19/11/2024

Hansel Emmanuel lost his left arm when a cinderblock wall came down on him when he was six… Now playing legit D1 hoops letsgopeay.com/sports/mens-...

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Jake @econompic.bsky.social · 18/11/2024

This is pretty wild... the AI boom

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Jake @econompic.bsky.social · 15/11/2024

Heading into the weekend like…

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Jake @econompic.bsky.social · 15/11/2024

Mike Tyson's first professional boxing match was March 6, 1985. He won his first title Nov. 22, 1986. Jake Paul was born January 17, 1997. When George Foreman (was ancient and) won the title back in 1994, he was 45. Here is a picture of Wilford Brimley when he was 49. Tyson in 58.

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Jake @econompic.bsky.social · 15/11/2024

Returns since market open the day after the election

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Jake @econompic.bsky.social · 15/11/2024

Jokic is averaging 30-14-12 this year

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Jake @econompic.bsky.social · 14/11/2024

fair point... much more normal, albeit elevated.

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Jake @econompic.bsky.social · 14/11/2024

How does this get solved (or does this get solved)? Through price, inflation, rates or all three?

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Jake @econompic.bsky.social · 13/11/2024

Would not have guessed this… Small caps > large caps over the trailing TTM

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Jake @econompic.bsky.social · 13/11/2024

My least favorite economics chart… not because it’s false, but rather because it’s true.

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Jake @econompic.bsky.social · 13/11/2024

Been following this for a while

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Jake @econompic.bsky.social · 13/11/2024

A chart a lot of people should familiarize themselves with

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Jake @econompic.bsky.social · 13/11/2024

Estimate of how much of the Federal Budget is provided by citizens of each state per every $100B (the Department of Education if moved back to states is ~$85B). The calculation takes into account how much each state receives from the Federal Government per $ of tax collected and population.

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Jake @econompic.bsky.social · 03/05/2023

JPM: “Here are straight forward scenarios of what to expect today” Me: “The first move on fed day is always wrong, but everyone knows it’s wrong, so it’s right… but everyone knows everyone is thinking that, so that’s wrong. Which means it’s right.”

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