iiinova — where your digital self keeps evolving

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 2h

GS: Credit spreads and rates have moved higher in tandem since July $LQD -Rapid moves in government yields tend to push the spread/rates correlation positive

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 3h

Since 1974, every S&P 500 bull market that reached Year 4 went on to complete Year 5. In the last four instances, the index posted double-digit gains over that fifth year with zero 10%+ drawdowns. 📈 from @Bluekurtic

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UNITED24 Media @united24media.com · 5h

⚡ Finnish FM Valtonen is calling for a complete, EU-wide ban on Russian tourist visas. "It is not right that Russians can travel to Europe to enjoy the way of life and freedoms here while their country bombs the homes of Ukrainians."

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Militarnyi @militarnyi.com · 11/10/2026

The Netherlands now considers Russia an enemy, not just an aggressor militarnyi.com/en/news/neth...

militarnyi.com

Netherlands Declares Russia an Enemy Amid Threat of Conflict with NATO

The Netherlands now considers Russia an enemy, not just an aggressor.

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BlitzKava 🇺🇸 @globalraider.bsky.social · 07/10/2026

Occupied Königsberg. The name is Königsberg.

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BlitzKava 🇺🇸 @globalraider.bsky.social · 07/10/2026

Did you mean to say occupied Königsberg ?

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 05/10/2026

Goldman sees 2027 US real GDP growth of 2.2% Headline & core CPI inflation of 1.9% So, call it, 4.1% nominal growth in the out year... about all that talk of "7% nominal growth" $TNX "we expect higher rates to subtract about 0.2pp from GDP growth in 2027 on a Q4/Q4 basis"

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 05/10/2026

GS: If Current Market Rates Persisted, Nominal Interest Expenses as a Share of GDP Would Increase Sharply Over the Coming Years, and the Debt-to-GDP Ratio Would Reach 132% by 2035, 10pp Higher Than in Our Baseline

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BlitzKava 🇺🇸 @globalraider.bsky.social · 05/10/2026

Nope. You'll be back to watch it again with fresh eyes and a perspective for new understanding. You will wonder at how you could have missed this nuance or that subtext so many years ago.

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 03/10/2026

Financials now trades below its Liberation Day P/E ratio $XLF @dualityresearch Just 14.4x

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Jesse Felder @jessefelder.com · 01/10/2026

‘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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BlitzKava 🇺🇸 @globalraider.bsky.social · 30/09/2026

The Economist prints neoliberal development fantasies about complex issues written by reporters with little experience and less understanding about what is happening on the ground. Actual 'economics' is absent. The Economist is background reading for bad graduate schools and airport intellectuals.

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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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BlitzKava 🇺🇸 @globalraider.bsky.social · 28/09/2026

Oh, brother. So Putin now wants us to believe he has a Dr. Strangelove doomsday device. What an absolute freak moron.

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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 · 21/09/2026

The Russia is big supplier to fertilizer maker, AFU.

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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

Soldiers of the Army of Light take heart and solace in the fact that yours is the morality of life. Russia's deformed morality has become, as it's final stage of development, a cult of death. To oblige them in their own redemption is no sin. -- Give 'em hell, AFU ! Задайте їм жару, ЗСУ ! 🇺🇸❤️🇺🇦

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

If the House goes blue in November, we may see legislation with more teeth in 2027—particularly a revised bill requiring the President to sanction Russia, rather than merely permitting him to do so under the current language. -- If I’m mistaken, please correct me.

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

Even if Trump signs it into law, the probability of him using it to pressure his good buddy and election benefactor Putin is virtually nil.

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

Pathetic. These guys are cooked and they know it.

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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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BlitzKava 🇺🇸 @globalraider.bsky.social · 14/09/2026

Just as China is doing in Russia? China is the enemy of the Free West. We must resist Beijing’s rapacious, state-driven industrial expansionism and its modern form of economic colonialism.

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

When will the Free World get serious and declare war on Russia?

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

The AI cat is out of the bag, and it's not going back in.

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