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Aleksandar Hummel

@haleksandar.bsky.social
126 followers 1 following 3.8K posts

Beach bum. 🏖️ Loopback: linktr.ee/haleksandar Somewhat funny, Entirely serious. Opinions my own.

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Aleksandar Hummel @haleksandar.bsky.social · 30/08/2026
#US #politics is clearly broken if you have clear anti-progressives among #Democrats and (probably) not a sane person among #Republicans. But in other places? Just expect to be clubbed on the head. #Democracy is supposed to be about people deciding if risk of #change is worth the reward.
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Aleksandar Hummel @haleksandar.bsky.social · 30/08/2026
"Human only" jobs? Robot and #LLM #AI token #taxes? Sure, right. This will land us in some textbook #Dem utopia we're almost in just now. 🙊 People will keep #jobs AI can't do, *or* core socioeconomic principles will change. Or -> and is #progressive, not lame. finance.yahoo.com/technology/a...
finance.yahoo.com
Bill Gates Wants a Robot Tax and Jobs Humans Can't Be Fired From
Gates is calling for AI tokens and robots to be taxed so firms think twice before swapping out workers, plus a bracket of "human reserved" roles that stay off-limits to automation.
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Aleksandar Hummel @haleksandar.bsky.social · 13/08/2026
The man said it first. finance.yahoo.com/markets/arti...
finance.yahoo.com
Apollo's Sløk: The market faces big risks if hyperscalers' AI profits get delayed
If hyperscaler cash flow can't accelerate as Wall Street expects, the market could face a series of risks, Apollo's Torsten Sløk says.
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Aleksandar Hummel @haleksandar.bsky.social · 13/08/2026
Applying lessons from software engineering to tuning aggregate exposure to individual risk factors on the buy side. How does the world even turn without this being mainstream? insight.factset.com/total-portfo...
insight.factset.com
Total Portfolio Approach: The Plumbing Beneath the Philosophy
Explore this FactSet perspective on the total portfolio approach. Learn factors to consider if you want to effectively operationalize TPA.
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Aleksandar Hummel @haleksandar.bsky.social · 12/08/2026
"Markets are learning to play the ball, not the referee." On #Fed credibility, #AI, and staying bearish — plus a mea culpa. #Econsky haleksandar.wordpress.com/2026/08/12/e...
haleksandar.wordpress.com
Expectations
In my previous post I presented a discussion concerning the potential of treasuries-backed stablecoins to balance out QT by increasing liquidity as well as the need to carefully manage their inflat…
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Aleksandar Hummel @haleksandar.bsky.social · 27/07/2026
Given that the $80bn+ gifted to Elon Musk make for merely 4.5% of $SPCX, there are 12.29bn shares outstanding. Also, as 75% of this cash is earmarked for repaying existing debt, the book value of the company is technically somewhat north of $1.63 per share.
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Aleksandar Hummel @haleksandar.bsky.social · 27/07/2026
$SPCX at $100 would imply zero #AI value. - $MS No. $SPCX at zero would imply zero #AI value, given they said its revenue by 2030/40 would be almost all #AI. (And they project it at $340bn by 2030 and $3.3tn by 2040, not at all sensational for a $28.5tn "total addressable market.")
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Aleksandar Hummel @haleksandar.bsky.social · 20/07/2026
I still find #bitcoin pushed: here's a fake outlook comparison with gold. It assumes away tight demand for money and gives zillion dollar price targets when solely "regulatory uncertainty" is fixed (again). It'd be dangerous if anyone believed these charlatans. finance.yahoo.com/markets/comm...
finance.yahoo.com
Gold And Bitcoin Are 2026's Worst Assets Despite Active War — Market Strategist Says It's 'Something We Haven't Seen Before'
Bitcoin and gold were the worst-performing assets in 2026 amid growing macroeconomic volatility and capital rotation into AI names.
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Aleksandar Hummel @haleksandar.bsky.social · 27/06/2026
Contradictions: why #inflation may outlast recession fears, how #stablecoins reshape #Fed policy, why #bitcoin thesis weakens, why #UBI needn't fail, and where #UK #Labour politics lost its way. #Econsky haleksandar.wordpress.com/2026/06/27/c...
haleksandar.wordpress.com
Contradictions
In my previous post I poured some distilled thoughts over a couple of bitcoin outlooks and arrived at salient contrasts: Signal and Noise Today, full credits for the feature image and the 200 chara…
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Aleksandar Hummel @haleksandar.bsky.social · 22/06/2026
Style of Starmer's departure shows all should be in awe of #UK #democracy. #Labour knows to bend the arc towards progress away from decadence. Release regressive binds, systems of privilege of many at cost of all. #Change isn't welfare but uniting toward #freedom, individual liberties, and #peace.
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Aleksandar Hummel @haleksandar.bsky.social · 07/06/2026
Give Elon Musk $85B and watch him buy #BTC? Can't wait for that one! #TSLA 💩
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Aleksandar Hummel @haleksandar.bsky.social · 07/06/2026
So, new #MSTR hypothesis is "temporary" pressure eases when: a) AI infrastructure build is complete; b) can be financed out of cashflow; or c) AI trade crashes? Tick-tock. Or actually for M2 growth to pick up as use/demand for cash drops - in a slump? finance.yahoo.com/markets/cryp...
finance.yahoo.com
Michael Saylor Fires Back At Jim Cramer’s ‘Murder’ Jab While Strategy Sits At $12 Billion Paper Loss
Saylor called the AI capital drain "temporary pressure" that strengthens Bitcoin's case
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Aleksandar Hummel @haleksandar.bsky.social · 31/05/2026
Your portfolio is too #AI heavy, too momentum driven? We've got just the thing for you: make it only half that and pile the rest into either everything yesterday or everything yet to be disrupted - depending how you look at it. Clever, isn't it? finance.yahoo.com/markets/stoc...
finance.yahoo.com
Vanguard’s Value ETF May Soon Outperform Your Tech Holdings as “The Great Migration” Accelerates
The Vanguard Value ETF (NYSEARCA:VTV) is up 11% year to date, a lead that only looks small next to the 9.4% return on the Vanguard Growth ETF (NYSEARCA:VUG) over the same stretch. That is the actual s...
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Aleksandar Hummel @haleksandar.bsky.social · 31/05/2026
Look! The #AI trade isn't any more only that GPUs and cloud are selling, it's also that now #DELL will get you those in a box! But... Also you (or your AI) can now talk to your data (not just query it): #SNOW, and there are (general purpose) batteries too: #F. finance.yahoo.com/markets/arti...
finance.yahoo.com
Dell, Snowflake, and Ford show how the AI boom is spreading: Alpha Check
The stocks getting paid now are not just the companies talking about artificial intelligence. They are the ones showing where AI is turning into actual business.
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Aleksandar Hummel @haleksandar.bsky.social · 31/05/2026
Mate actually wrote an article on diversifying beyond #tech without mentioning REITs or emerging markets. Considering (frothy) valuations, how much can anything in US decouple from tech? A false #hedge is worse than no hedge, isn't it? Thanks again YF. finance.yahoo.com/markets/arti...
finance.yahoo.com
The tech trade is overcrowded. Here's your ETF escape route: Chart of the Day
The tech trade isn't just leading the market — it's swallowing the ETF tape.
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Aleksandar Hummel @haleksandar.bsky.social · 30/05/2026
Signing content distributed by some #BTC hopium pusher network is easy money, I get it. Who pays these guys? #MSTR? Get this: low inflation, sound money #bitcoin ⬇️ not ⬆️. 🤯 Even hot money has choice to chase stocks, like now. Inflows aren't automatic. 🙄 finance.yahoo.com/markets/cryp...
finance.yahoo.com
Is It Worth Investing in Bitcoin Right Now?
Bitcoin (CRYPTO: BTC) is trading at $75,700 today, 40% below its all-time high of $126,000. BTC started the year at $95,000, crashed to $60,000 in February, then recovered toward $81,000 in early May,...
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Aleksandar Hummel @haleksandar.bsky.social · 29/05/2026
⏰The clock is ticking on #AI & the #MAGA macro narrative. As #banks #CET1 ratios drop & #inflation heats up, will #bitcoin stall or skyrocket? Cutting through the noise of late-cycle #markets. 📉🕒 #Econsky #Fed haleksandar.wordpress.com/2026/05/29/s...
haleksandar.wordpress.com
Signal and Noise
In my previous post I touched on the matter of discrimination in UK jobs markets: Business as Usual In this one I will put together some data with sun dry commentary in order to straighten out the …
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Aleksandar Hummel @haleksandar.bsky.social · 14/05/2026
I wonder how come no one has yet come to integrate the strong Q1 seasonality into their #UK growth expectations? Are "economists" in the business of spicing up our lives with surprises? #Econsky www.bbc.co.uk/news/live/cx...
bbc.co.uk
UK economy grew by more than expected in first month of Iran war
The UK economy grew by 0.3% in March, and 0.6% in the first three months of the year, the latest official figures show
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Aleksandar Hummel @haleksandar.bsky.social · 13/05/2026
King's Speech: centralised policing and health, houses and railway sometime in the future and alignment with EU rules. If in a democracy no party is proposing more comprehensive change, people surely are subscribed to the working assumptions. Who am I then to disagree? www.bbc.co.uk/news/article...
bbc.co.uk
From tourist tax to digital ID: BBC correspondents on key bills in King's Speech
BBC correspondents look at some of the new bills Sir Keir Starmer's government wants to pass.
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Aleksandar Hummel @haleksandar.bsky.social · 13/05/2026
I don't see issue with biometric IR cameras intended to "scan your body language" while driving being mandated by law if it leads to people behaving more responsibly. Instead, we need to double down on surveillance and mandate it installed in people's homes. www.bbc.co.uk/future/artic...
bbc.co.uk
Trillions of miles of data: Your car is spying on you, and it's only just the beginning
From your weight and facial expressions to your destination, cars collect a startling amount of data about you. Some of it may even raise your insurance costs.
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Aleksandar Hummel @haleksandar.bsky.social · 12/05/2026
"The past 48 hours have been destabilising for government and that has a real economic cost for our country and for families." www.cnn.com/2026/05/12/w...
cnn.com
Live updates: UK Prime Minister Keir Starmer faces growing calls to quit | CNN
The UK government is facing a protracted period of instability as UK Prime Minister Keir Starmer prepares to meet cabinet members, following an internal party rebellion and calls for him to quit. Foll...
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Aleksandar Hummel @haleksandar.bsky.social · 30/04/2026
I raise voice against a complacent and discriminatory recruitment practice in the #UK jobs market's. It’s time for #AI to disrupt this broken system. Also one that Reddit doesn't want you to read. #Econsky #RDDT #StarmerOut haleksandar.wordpress.com/2026/04/30/b...
haleksandar.wordpress.com
Business as Usual
In my previous post I discussed artificial consciousness and censorship I encountered on Reddit: The Wall of Dissonance I note that I hadn’t expected to be blogging this much since returning,…
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Aleksandar Hummel @haleksandar.bsky.social · 25/04/2026
I share my critique of a #DeepMind paper. I fill in the gaps between current #LLM #AI and biological intelligence: introspection and "on the fly" learning. Reddit doesn't want you to read it. #Econsky #WeekendReading #RDDT haleksandar.wordpress.com/2026/04/25/t...
haleksandar.wordpress.com
The Wall of Dissonance
In my previous post I found matters of issue in the markets and society largely unchanged from when I last visited them six months ago, while the other – linked here below it – is a suc…
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Aleksandar Hummel @haleksandar.bsky.social · 17/04/2026
I present a fresh synthesis of our present circumstance and update previously proposed theory. Among all, I discuss why #BTC is unlikely to make a new ATH and repeat a call for caution in the markets. Call it a rant or a critique, it's #WeekendReading. Oh, and #TSLA. #Econsky
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Aleksandar Hummel @haleksandar.bsky.social · 17/04/2026
This post revisits a shifted global landscape, blending market analysis with sharp political critique. It explores #AI disruptive vectors and defends redistribution vs the "global right." Merging skepticism with insight, it seeks a more just social contract. haleksandar.wordpress.com/2026/04/17/i...
haleksandar.wordpress.com
In or Out?
Since I stepped back from blogging with the post linked here below I felt I haven’t left it in a great place and as thought matured along to the stream of world events it feels as a capstone …
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Aleksandar Hummel @haleksandar.bsky.social · 06/11/2025
While otherwise sharing the same ideas, this post's feature image focuses on a thoughtful, pensive individual sitting on a beach, gazing at the ocean, symbolising introspection and the balance between beach life and deep societal issues. haleksandarbk.wordpress.com/2025/11/06/t...
haleksandarbk.wordpress.com
The Third Rock from the Sun (bk)
I post this as a backup, so the words both presented and linked below have less chance of getting lost: The Third Rock from the Sun The difference is the feature image, which had the benefit of bei…
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Aleksandar Hummel @haleksandar.bsky.social · 06/11/2025
This post leaves it all in the open, even if its cover art implies a larger amount of legitimate disagreement and surprise than might have historically transpired. It touches on ideologies and wraps up #economics arguments. #3E #Croatia #HDZ #EPP haleksandar.wordpress.com/2025/11/06/t...
haleksandar.wordpress.com
The Third Rock from the Sun
This blog has protracted for quite a bit since I originally planned to step aside from it, like I shared in my previous update post that’s linked here first: An Update to Regular Programming.…
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Aleksandar Hummel @haleksandar.bsky.social · 05/11/2025
Here's Bessent's favourite for #Fed chair making his case in two points: "Fed's gonna cut rates ... [it] has to ... to bring the cost of the debt down" and "we just have to have inflation over the next couple of years." #Econsky
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Aleksandar Hummel @haleksandar.bsky.social · 05/11/2025
This seemed on the money, but now? #US10Y = 4.16% (up 20bps since Fed cut). Half correct, in this part: "I don't think the yield curve is going to get away from us" = bond investors eat the inflation, no alternative. Lower rates and inflation lead y.c. to un-invert fully and spreads widen? #Econsky
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Aleksandar Hummel @haleksandar.bsky.social · 05/11/2025
Thinking about Bessent's treasuries repurchase programme. Reasoning is 4+% coupon is too expensive so he will issue below that at the short end and repurchase long dated bonds, cool. But isn't this free money for hedge funds who bought at > 4%? 50bps drop in yield means about a 5% profit. #Econsky
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Aleksandar Hummel @haleksandar.bsky.social · 05/11/2025
What a great night for democracy yesterday in the US! My heartfelt congratulations to Zohran Mamdani and the Democrats for their sweeping victories! Good luck!
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Aleksandar Hummel @haleksandar.bsky.social · 05/11/2025
We've a quote here from a Cuomo supporter that capitalism is about working hard to pay for things while "socialism is against all that." www.bbc.co.uk/news/live/cg...
bbc.co.uk
Election day live updates: Millions vote in NYC mayoral race and California's Prop 50
New Yorkers weigh in a mayoral race that has garnered national attention, while Virginia and New Jersey choose new governors.
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Aleksandar Hummel @haleksandar.bsky.social · 04/11/2025
All things considered perhaps we shouldn't look too much into a down day? I mean the NASDAQ is down 1.2%. Stop the press? Come on! Before anything I'd say we're seeing profit taking. Christmas is around the corner! Time to sneak into warm jumpers and enjoy hot chocolate. Maybe put antlers on? Sure.
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Aleksandar Hummel @haleksandar.bsky.social · 04/11/2025
Today Prop. 50 and NYC mayoral elections add risk to markets. What will be the administration response if they lose? Will they invade California or NY? I don't seriously think they would, but it's only in their character to push around. How will they react to becoming more confined, losing space?
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Aleksandar Hummel @haleksandar.bsky.social · 04/11/2025
The thing to have in mind about #MAGA #tariffs is that they're taxes. Much like #VAT in #EU they're intended as an ample source of income for the government. And, being regressive taxes they affect the less affluent more pronouncedly. The poor pay for the national debt while elites enjoy tax breaks.
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Aleksandar Hummel @haleksandar.bsky.social · 04/11/2025
Thinking #tariffs are a tool to counter drug trafficking or the economic matter an emergency under which the executive should have special powers to act is delusional. The historic matter in hand is whether the US will become known as a country in which courts share the delusions of a president.
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Aleksandar Hummel @haleksandar.bsky.social · 04/11/2025
The #tariffs case in front of #SCOTUS is clear. On the one hand, trade imbalances are a structural issue that develops over years if not decades and therefore can not be considered an emergency. On the other, adding taxes itself makes economy less competitive.
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Aleksandar Hummel @haleksandar.bsky.social · 02/11/2025
This post is set to a hauntingly beautiful scene of a digital landscape set to the theme of the internet and features glowing pumpkins, cobwebs and eerie shadows subtly entwined with #bitcoin symbols and #credit cards. #BTC #USDT #Tether #AI #3E #Econsky haleksandar.wordpress.com/2025/11/02/t...
haleksandar.wordpress.com
The modern internet, credit and bitcoin go trick or treating
Looking to put a few insights into context I pick up from my previous post: The case for gold As it was Halloween this weekend I sneaked the motive in, exclusively to mark the occasion which I hope…
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Aleksandar Hummel @haleksandar.bsky.social · 02/11/2025
Bruv signed off dogy trades that literally ripped off Danish tax payers in 100's of B's, went on to spray Dom Perignon in Dubai and Singapore, changed firms and decided he needs to tell the authorities. Then was charged and acquitted, but now can't get a job. So sad. www.bbc.co.uk/news/article...
bbc.co.uk
I blew the whistle on a massive tax fraud - and they sued me
Jas Bains reflects a month on from the end of one of highest value civil cases ever heard in the UK.
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Aleksandar Hummel @haleksandar.bsky.social · 01/11/2025
Yes. He looks up to the nationalist-demagogue kleptocratic parties that took over the Balkans in the 1990's.
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Aleksandar Hummel @haleksandar.bsky.social · 30/10/2025
#AMZN 244.20 +21.34 (+9.58%) exciting!
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Aleksandar Hummel @haleksandar.bsky.social · 29/10/2025
#GOOG 288.00 +13.43 (+4.89%) is so boring.
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Aleksandar Hummel @haleksandar.bsky.social · 29/10/2025
Is #AI the quiet part of the revolution going on? With an eventual superintelligence being the only able to create value, stocks of companies running it are in fact money. The only thing that could get in the way is the rally being too hot. Stop trading, there's not enough money to buy a share.
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Aleksandar Hummel @haleksandar.bsky.social · 29/10/2025
#MSFT to hold 27% of new entity, valued at $135B and the non-profit OpenAI Foundation just under that. Crucially, topic of pursuing AGI pops up again. In this aspect Altman is all in on scaling. Even at cost of reducing the equation to zeal only, I'd bet on OAI. finance.yahoo.com/news/microso...
finance.yahoo.com
Microsoft, OpenAI reach deal removing fundraising constraints for ChatGPT maker
(Reuters) -Microsoft and OpenAI announced a restructuring deal on Tuesday that frees the ChatGPT maker to move away from its nonprofit roots and likely go public so it can finance CEO Sam Altman's amb...
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Aleksandar Hummel @haleksandar.bsky.social · 29/10/2025
"The factory will also be among the first to deploy humanoid robots powered by the NVIDIA Isaac GR00T N model on its production lines, as Foxconn and Nvidia aim to build a world-leading benchmark AI smart factory." -Foxconn #NVDA #TSLA #robots finance.yahoo.com/news/foxconn...
finance.yahoo.com
Foxconn to deploy humanoid robots at Houston AI server plant
TAIPEI (Reuters) -Foxconn, the world's largest electronics maker and Nvidia's key AI server maker, said on Tuesday it will deploy humanoid robots at its Houston plant that produces AI servers for Nvid...
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Reposted by Aleksandar Hummel
Roger Reynolds @rreynoldsjr1.bsky.social · 28/10/2025
This was the most cogent analysis of what’s actually happening that I’ve yet seen presented.
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Aleksandar Hummel @haleksandar.bsky.social · 29/10/2025
Payment providers replacing traditional databases with blockchains means outsourcing their data storage to the blockchain networks, as #Etherium or #Solana. It adds a layer of indirection, a point of failure, a public attack surface. It means an added explicit dependency on pre-quantum cryptography.
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Aleksandar Hummel @haleksandar.bsky.social · 29/10/2025
Visa, already supporting #CRCL and Paypal EUR and USD tokens, is to roll out a "tokenised asset platform" for banks to "mint and burn #stablecoins." Receiving these means having an account with issuers, is same as using a bank. Taking Visa tokens is as taking Visa. finance.yahoo.com/news/visa-ex...
finance.yahoo.com
Visa to Expand Stablecoin Support Across Four Blockchains
Visa is deepening its push into digital assets, announcing plans to support four new stablecoins across four separate blockchains as part of its broader crypto expansion strategy. Key Takeaways: Visa ...
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Aleksandar Hummel @haleksandar.bsky.social · 29/10/2025
Bill Gates logic: climate change's no longer hip - oh wait no - a good deal of ideas were sketchy so we should reprioritise to fight hunger and disease more. But, who's organising to relieve effects of the climate disaster? He'd have us get fish for the poor, anyway. edition.cnn.com/2025/10/28/b...
edition.cnn.com
Bill Gates makes a stunning claim about climate change | CNN Business
In a stunning and significant pushback to the “doomsday” climate activist community, Bill Gates, a leading proponent for carbon emissions reductions, published a remarkable essay Tuesday that argued r...
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Reposted by Aleksandar Hummel
Terrence Peterson @tgpeterson.bsky.social · 28/10/2025
Really praying for Jamaica. This is catastrophic
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