iiinova — where your digital self keeps evolving

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‘The manufacturing ISM prices paid component surprised to the upside, in the top 20% of readings over the full 75 year history of the series. Higher manufacturing prices lead forward P/Es for the S&P lower by 6-12 months.’ blinks.bloomberg.com/news/stories...

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NOELREPORTS @noelreports.com · 30/09/2026

❗The Pentagon obligated 99.8% of the $400 million Congress allocated for Ukraine aid on September 29, one day before the fiscal-year deadline, Sen. Chris Coons said. The package includes $200 million for weapons and ammunition and nearly $100 million for equipment. #Ukraine

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Andrew Chakhoyan 🇺🇦 @andrewchak.bsky.social · 25/09/2026

America can't resolve Moscow's need to sustain an extractive system of rule from Kaliningrad to Kamchatka. This is why the framework of a "deal" with the Kremlin is an error of first principles. Reagan's doctrine of strength and moral clarity worked on Moscow.

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🦋Special Kherson Cat🐈🇺🇦 @specialkhersoncat.bsky.social · 27/09/2026

Ukrainian forces have launched the largest drone-based humanitarian operations of its kind, delivering food across the Dnipro River to residents of Russian-occupied Oleshky, Kherson region. Around 4 tonnes of supplies have already reached 100 designated locations.

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 24/09/2026

7.37% mortgage rates

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 24/09/2026

$XLY Consumer Discretionary working on its 7th down week in a row Industrials & Real Estate negative 6 weeks running

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 24/09/2026

10yr +17bps since the PMI report yesterday 4.98% to 5.15%

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Reinier Van Lanschot @reiniervanlanschot.volteuropa.org · 21/09/2026

What Russia can conquer in Ukraine- it will use against Europe

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 20/09/2026

Top S&P 500 stocks ytd... memory/storage, hardware, refiners, cybersecurity

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BlitzKava 🇺🇸 @globalraider.bsky.social · 19/09/2026

Absolutely fabulous. Good hunting, UAF! 🇺🇸❤️🇺🇦

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BlitzKava 🇺🇸 @globalraider.bsky.social · 19/09/2026

Give 'em hell, AFU! 🇺🇸❤️🇺🇦

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Dr. Michael MacKay @michaelmackay.bsky.social · 19/09/2026

There's not a jot of difference between Aleksandr Ovechkin saying: "I'm Russian and I support my country" in 2026 and a Nazi athlete saying : "I'm German and I support my country" in 1943. Rashism (russian fascism) is the engine of war and genocide in our time as Nazism was in the 1930s and 40s.

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BlitzKava 🇺🇸 @globalraider.bsky.social · 17/09/2026

Germany invaded Poland on Sept. 1st, 1939. -- Britain declared war on Germany at 11am, Sept. 3rd — 51 hours after the invasion began. -- France declared war at 5pm, Sept. 3rd — 61 hours later, and about 6 hours after Britain. -- Russia invaded Ukraine on Feb 22nd, 2022. -- We are still waiting...

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Nordique Bonqeur Fella 🇸🇪🇦🇽🇫🇮🇩🇰🇧🇻🇮🇸 @nordicfella.bsky.social · 15/09/2026

I can't even begin speculating what and how much have gone wrong in the US for them to be in the position they're in now. youtu.be/dnPwuebGGHw?...

youtu.be

‘WTF’ Trump family’s Russian money scandal ‘stinks’ — and it will only get uglier | Sir Bill Browder

YouTube video by The Trump Report

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Barchart @barchart.com · 14/09/2026

Investors have pulled $14.2 Billion from U.S. Equity Funds over the last 3 weeks, the largest outflow since January 🚨

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 13/09/2026

Tech weight in Europe: 8% Tech weight in USA: 36% HSBC

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BlitzKava 🇺🇸 @globalraider.bsky.social · 13/09/2026

This administration is a cabal of inept billionaire oligarchs, Russian collaborators, one and all.

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BlitzKava 🇺🇸 @globalraider.bsky.social · 13/09/2026

This administration is a cabal of inept billionaire oligarchs, Russian collaborators, one and all.

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Andrew Lokenauth | TheFinanceNewsletter.com @thefinancenewsletter.com · 12/09/2026

You’re paying 4x more for RAM because memory that hasn’t been made has already been bought with money that doesn’t exist GPUs haven’t been built. Neither have data centers. Infrastructure to power them may never exist. All to satisfy demand that doesn’t exist & generate profits that are impossible

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Robin Brooks @robin-j-brooks.bsky.social · 11/09/2026

If you're wondering if the global bond market sell-off is about growth or fiscal space, just look at how markets are trading. High-debt countries are getting hit much harder than low debt ones. We're in a global debt shock. Not a global growth shock... robinjbrooks.substack.com/p/the-global...

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 11/09/2026

BofA: Bloomberg Second Measure credit and debit card data show restaurant median observed sales growth was -1.6% in August after a -6.6% July read

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 11/09/2026

GS: Our model implies that the US debt-to-GDP ratio will rise from 100% today to 123% by 2035

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BlitzKava 🇺🇸 @globalraider.bsky.social · 11/09/2026

A harbinger of the forthcoming global asset repricing....

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 11/09/2026

Bond diversification is fading as correlations return. 📉 High-FCF stocks $VFLO +37% YTD as S&P FCF yield hits record lows. 🚀 $1.5T spent on AI with zero productivity gains yet—Main St knows what Wall St misses. 🤖⚠️ Hartnett BofA

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Wolf-man main bastard Nafo @wolf-man.bsky.social · 11/09/2026

Morning fellas Quote of the day

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Kristian Kiehling @kristiankiehling.bsky.social · 10/09/2026

US historian Sarah Paine analyses the age-old process by which the russians successfully disseminate disinformation through 'useful idiots', which then becomes an established narrative in the mainstream media, aiming to fracture societies.

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Paulette aka Pawlina @pawlina.bsky.social · 10/09/2026

Important...urgent...message from President Clinton to the American people. youtu.be/3wwR4IQSNJ0?...

youtu.be

"What Happened in Moscow Today Is Worse Than You Think!" | Bill Clinton

YouTube video by Rajan

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Dr. Michael MacKay @michaelmackay.bsky.social · 09/09/2026

Sergey Lavrov, a senior leader of the russian terrorist state, declared today that Ukraine has no right to exist and that russia's war aim continues to be the annihilation of the Ukrainian nation. Meanwhile, the russian asset and local traitor Trump had this to say today:

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Anton Gerashchenko @antongerashchenko.bsky.social · 09/09/2026

German Foreign Minister Johann Wadephul: "It’s right to stand by Ukraine, because if Ukraine were to lose,that would mean: that someone like Russia,an aggressor who simply possesses the military capabilities,could just conquer land again, shoot people,torture people, rape people,&abduct children."

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Coach Finstock @coachfinstock.bsky.social · 08/09/2026

This is also a big reason why there's nothing worthwhile coming out of Silicon Valley anymore. Like 6 people have all the money and they're all morons who got rich stealing other people's ideas and now that they have to come up with something new the best they got was the plagiarism machine

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Wonder Why🦆Ducky🦆 @duck-flying.bsky.social · 07/09/2026

Australians will be able to switch off social media algorithms under planned legislation If tech firms such as Meta, Google and TikTok did not give the option to turn off algorithms, they should face "substantial" penalties www.bbc.com/news/article...

bbc.com

Australians will be able to switch off social media algorithms under planned legislation

Firms like Meta, Google and TikTok should face "substantial" penalties if they don't give the option, minister says.

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The Ukrainian Review @theukrainianreview.bsky.social · 07/09/2026

🇪🇺 Kaja Kallas: Lukashenko has made Belarus a platform of Russia's war. His regime also threatens its European neighbors and weaponizes illegal migration against them. The sophistication of smuggling tunnels points to organized support. Minsk has been lending a hand.

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Paulette aka Pawlina @pawlina.bsky.social · 05/09/2026

💔😢

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BlitzKava 🇺🇸 @globalraider.bsky.social · 05/09/2026

Putin doesn't need to keep the war going... Putin WANTS to keep the war going. Wake up, people. You are dealing with a deeply disturbed and violent dictator who has pre-emptively absolved himself of any responsibility for any crimes he may have taken in the past, and any he may commit in the future.

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Kate from Kharkiv @kateinkharkiv.bsky.social · 19/08/2026

McFAUL: Putin fears democratic expansion, not NATO expansion. He invaded Ukraine in 2014 not because of American policy, but because of a democratic revolution. That’s what he feared and that’s what he was reacting to. That’s always been what Putin fears. It’s clear and obvious.

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Anton Gerashchenko @antongerashchenko.bsky.social · 28/08/2026

"Russians who crave revenge for invented causes and revel in propaganda are complicit in all the killings, violence, and war crimes committed by our worthless, blood-soaked state." A Russian woman explains why Russia’s imperial ambitions are destroying the country from within.

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Joni Askola @joniaskola.bsky.social · 04/09/2026

We can't afford to keep ignoring China's enabling of Russia's war on Europe. China is an enemy of Europe

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Massimo (mirror) @rainmaker1973-m.bsky.social · 03/09/2026

The secret behind Japan’s perfect school lunches Original post

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BlitzKava 🇺🇸 @globalraider.bsky.social · 01/09/2026

And THAT is why I am developing a macro-economic state regime for investment decision-making. Thanks for verifying my assumptions, Kevin. Nice!

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Semafor @semafor.com · 01/09/2026

Seventy-one percent of American adults approve of unions, matching a 2022 peak; the reading hasn’t been higher than that since the 1950s. 52% of Republicans said they approve of unions, marking the second time in the last 25 years that a majority of the party has held this view. Read more:

semafor.com

Unions gain ground among voters in both parties

Seventy-one percent of American adults approve of unions, matching a 2022 peak.

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Kaja Kallas @kajakallas.bsky.social · 01/09/2026

Russia is hitting Europe with a wave of increasingly kinetic hybrid attacks. Putin wants to scare us away from supporting Ukraine. He will not succeed. To the contrary, we will increase our support, invest in our own defence and plan the most far-reaching sanctions against Russia yet.

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UNITED24 Media @united24media.com · 01/09/2026

💬 Zelenskyy on the Russian attack that hit Kyiv and the surrounding region on the first day of school: "Russians are just completely depraved."

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BlitzKava 🇺🇸 @globalraider.bsky.social · 31/08/2026

Time to change the tax code before things get worse. We are headed toward a dustbowl economy. The billionaire class and corporations must pay their share. No more inversions. U.S. companies should pay their taxes. Close the foreign company tax loopholes!

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BlitzKava 🇺🇸 @globalraider.bsky.social · 31/08/2026

Retail is all in and August volume was light. If September prints a correction, buyers may be scarce.

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