iiinova — where your digital self keeps evolving

Lots of people were calling for an oversold bounce in bonds. We got about a 24 hour rally in TLT. Next up?

static.klipy.com

Rates ripping higher might finally cleanse us of all these zombie PE portfolio companies. Nobody wants to take their marks to zero but at some point they have no choice

TLT and gold have completely reversed... stocks once again do not give a shit

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Tech companies pulling their IPOs because of market conditions.

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Thank god the jobs market is weakening. Now we can keep rates low to build more AI to take jobs more quickly and Wait

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Being a vocal non-white person supporting a white supremacist movement probably feels good for a minute, but it must suck realizing they were just using you all along. Oh well, too bad, eat shit Vivek.

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I mean, not amongst "Evangelicals". But for American Christians who actually read the New Testament? Yeah, they should vote Democratic 100% of the time.

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I remember when there was a weeks-long outrage because Biden said "the rate of price increases is declining"... which was true! The media just thinks Americans are dumb and cannot understand 2nd derivatives. This is just a lie, but no media outlet will say a thing.

He thinks he's being cute by waiting until after midterms to bomb and drive crude oil higher, not realizing that his administration leaks like a sieve.

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Markets are ripping higher on... Anthropic announcing their IPO date? JFC stocks are so dumb.

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Trump's boy Putin threatening to use nukes. Fun times

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The barn is falling down, no tractors are running because of diesel prices, and there are no workers left to tend to the fields....MAGA

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Trillions of dollars of spend and there is zero evidence of this. Oh well, maybe when they spend a trillion more next year!

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Once again.... stocks up. Meanwhile, oil and TLT:

static.klipy.com

At what point does Grok need customers before it starts affecting the stock price. It trades for $2 trillion!

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This is important. So many of the cuts in the OBBB were scheduled to be felt immediately following midterms. Things could be about to get pretty bad for the lower end consumer.

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Meanwhile, congrats to the rapists on their upcoming internships at a16z!

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Why do you think Trump, Musk, and the AI oligarchs are willing to do anything, to spend any amount of money, to tell any lie. They think owning an LLM means creating their own truth in the world.

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IGV and AAPL up because AI isn't going to hurt them as much. NVDA also up because (just kidding, they are up because the dispersion bros are in charge; fundamentals are irrelevant)

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Yep. Their agents committed crimes. Put Altman and others in jail, the next companies will actually be careful not to release products that commit crimes.

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Now when one of these AI agents does some real harm in the near future, the media will put the blame squarely on Donald Trump's shoulders (just kidding, they will let him off the hook like always)

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The Nasdaq is within 2% of its all-time high

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Bonds are melting down, IPOs are being pulled, OpenAI is pulling back on spend, Hormuz is still closed, Trump is deteriorating, there will certainly be Jan 6-level stuff in a month if the polling is correct. Stocks and the VIX do not give a shit.

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The market always sells off a bit when hyperscalers report above-consensus capex, then rallies when Micron reports above-consensus revenue. Despite it being the same transaction. The market is ridiculous.

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The most unpopular President in history and they are still using their offices to do everything to try and please him. It's really fucking weird.

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Stocks down, VXX down. The dispersion bros will not give up - they rotated into SMH today on news that... OpenAI is pausing Astra model development. Nothing matters.

Are people still pretending that Grok is a real AI product

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TLT relentless selling. At some point it matters for stocks (that point is not today)

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Leak a favorable headline when the market is open, walk it back when the market is closed. So boring, so predictable. But it works

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The dispersion trade is more popular than ever (this quote is from 2024). Remind me what can happen when portfolio insurance strategies become overly saturated?

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These libtards like...Karl Rove...need to watch their language! I am told if you call them Nazis they will have no choice but to act like Nazis.

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They are going to go back to a worse version of the JCPOA and claim victory in the war. Brilliant

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Ironically, raising rates is the answer to both reducing inflation and supporting employment here

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First pump didn't really work so they had to get Axios involved lol

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Market's open, pump a potential deal. Rinse, repeat. This is so boring.

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Stocks are holding up ridiculously well considering what is happening to the long bond

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When you work for the tech oligarchs and nobody else

Cage @ridiculouscage.bsky.social · 26/09/2026

Donald Trump truly is the crypto President

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Reposted by Eddie M.

"why would I deceive you?"

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Reposted by Eddie M.

Robin Wigglesworth @robinwigglesworth.ft.com · 26/09/2026

They say no one rings a bell at the market peak but Ackman is doing his bit.

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Eddie M. @eddiemush.bsky.social · 26/09/2026

Firing your customers that deliver a 100% gross margin, great business decision.