iiinova — where your digital self keeps evolving

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Bob Elliott @bobeunlimited.bsky.social · 05/10/2026

Large family office CIO told me about an "exclusive offer" for a bank feeder into one of the big multistrats: 8 year lockup with 2&40 fees, passthrough & a feeder vig. He's like why on earth would I do that for 8%..maybe 10% returns if I'm real lucky?

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SCP @10-5.bsky.social · 02/10/2026

Buddy cop movie where RFK Jr. is the villain

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Robert Komaniecki @komaniecki.bsky.social · 30/09/2026

For four years as tech bros continually tell me that eventually AI music will get better, I have repeated that it’s not about passing a quality threshold—music is a culturally defined activity, not an amalgamation of frequencies

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Kyle Monson @kmonson.bsky.social · 30/09/2026

I love that kind of insatiable creativity. In a world where Damon can do anything he wants, he’s like “I’m gonna call up every artist I like and see what we can make together.” And then this kind of outspoken moment onstage has become a lot more significant in the past couple weeks.

Damon Albarn holding up a Free Palestine sign at the Gorillaz show at Madison Square Garden

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Hank @hankify.bsky.social · 30/09/2026

Relentlessly sliding lower, longer treasuries are trading like they did when SVB's portfolio was being liquidated. What bank or hedge fund is bust?

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Jen d’Arc @jenonymous.bsky.social · 29/09/2026

When we took out a mortgage in early 2022, our broker tried to sell us on a 5/1 ARM “and you can just refinance when rates go back down.” (We got a 30 yr under 4.2%) There are lots of buyers who took this advice and are going to be in a lot of trouble over the next year or two.

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Andrew Lokenauth | TheFinanceNewsletter.com @thefinancenewsletter.com · 28/09/2026

Trump is now responsible for 29% of our national debt. That's more than any President in American history. What happened to DOGE?

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Jesse Felder @jessefelder.com · 27/09/2026

‘At an average of 3.63% of GDP per year, the projected buildout would be larger than the major US canal, railroad, electrification, highway and telecom investment booms. It would double the electricity consumption of the entire US residential sector.‘ www.brookings.edu/wp-content/u...

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Eddie Smith @eddsmitty.bsky.social · 27/09/2026

⚠️WOKE CONTENT⚠️™️ 🧵On Feb. 26, 1931, the INS under the orders of Herbert Hoover deported up to 1.8 million people to Mexico. An investigation in 2004 revealed 60% were U.S. citizens. Pull up a seat🪑. (cont) #ProudBlue #ResistanceRoots #USDemocracy #Voices4Victory www.history.com/articles/the...

history.com

The Long History of Anti-Latino Discrimination in America | HISTORY

School segregation, lynchings and mass deportations of Spanish-speaking U.S. citizens are just some of the injustices...

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Ivan the K ™ @ivanthek.bsky.social · 26/09/2026

When does Bessent call an audible and migrate a chunk of coupon auctions to bills, i.e., bring duration of new issues WAY down.? (This would be a bad move, which is one reason I expect it will happen.)

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Robin Brooks @robin-j-brooks.bsky.social · 26/09/2026

I'm doing my usual Saturday live stream today at 9:30 am (ET). Gold has hung on to about half its gain since the July 29 Fed meeting. Markets know the Fed can't possibly deliver on all the hikes that are priced. The debasement trade is primed to take off again... open.substack.com/live-stream/...

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Darwin Brandis @darwinbrandis.com · 24/09/2026

Guys quick question what in the actual fuck?

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Keubiko 🇨🇦 🇺🇸🏳️‍🌈🏳️‍⚧️🇺🇦 💪 @keubiko.bsky.social · 24/09/2026

The Iranians seems completely unaware that GLP-1 use among generals and admirals is up 10% over the past year, and military-wide pushups and pocket square use is up by 7%. Early data on the morning boner checks is promising too. #ThisIsHowWeWin

static.klipy.com

Army War Department

ALT: Army War Department

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The Pretenders @thepretenders.com · 22/09/2026

40 years of 'Don't Get Me Wrong', released on this day in 1986. -PretendersHQ

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Samuel Pepys @samuelpepys.bsky.social · 21/09/2026

By and by comes my wife by coach well home, and having got a good fowl ready for supper against her coming, we eat heartily, and so with great content and ease to our own bed, there nothing appearing so to our content as to be at our own home, after being abroad awhile.

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Carl Quintanilla @carlquintanilla.bsky.social · 20/09/2026

PALACIOS: “.. ICE has become a bigger issue for the housing industry in recent months, as noted in this broad regional commentary from homebuilders we surveyed in early September:” $XHB

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Margot Sibley @margotsibley25.bsky.social · 18/09/2026

Bessent is failing w the Yen and the 10 year. The upset was his pretense. He knows better. Rolling appropriations, no balanced budget, waste&fraud, Trump cannibalizing Our wealth and foolish Trump policies are the root cause. The Fed cannot help. Interest rates are a function of Fiscal Policy.

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Hank @hankify.bsky.social · 18/09/2026

Trump hates beauty, it's his antimatter

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Patrick Wyman @patrickwyman.bsky.social · 18/09/2026

For example, if the Iran conflict turns into a spectacular symbolic failure, it'll probably be because a major warship gets sunk or a substantial assault is repelled. That would be dramatic. But the actual collapse is the decision-making process that led to that point, not the event itself.

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Greg Greene (he/him/his) @greene.haus · 18/09/2026

The diesel price at the station I pass after dropping my kiddo off at school, on Wednesday morning: $7.99/gal. At the same station at 8 the same night, as I returned from a parent meeting: $8.29. There again this morning, after dropping my kid off: $8.69. An ~8% jump in two days. Yikes.

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Hank @hankify.bsky.social · 17/09/2026

"I am sure..." she's an idiot.

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Don Moynihan @donmoyn.bsky.social · 17/09/2026

The fact that this is imaginary is perfect. The whole premise is based on a fantasy that the optimal form of public education is the midpoint of a polarized society. Just split the difference between the science of climate change and the lobby of denialism.

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Greg Greene (he/him/his) @greene.haus · 17/09/2026

As I told my therapist sometimes, after Trump won and I joined the Planned Parenthood team in 2017, it's become difficult to explain simple facts of policy and politics to lay folks without worrying that you sound like a crazy person.

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Win Monroe @winmonroe.bsky.social · 16/09/2026

Good read AI debt vs Treasuries - www.ft.com/content/033b... via @FT

ft.com

AI debt vs Treasuries

Imperfect substitution, at best

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Michael Derby @michaelsderby.bsky.social · 16/09/2026

So it’s five years since the final Low album. It is hard to think of a band that deep in their history that could make two albums of radical reinvention ahead of a tragic end. Low truly was a great band and I miss them.

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Bike Lane Uprising @bikelaneuprising.bsky.social · 16/09/2026

[ BIKE WIN ] The city of Lexington KY (who links to our app from their city website), just passed an ordinance making it illegal to obstruct bike lanes. Lexington is one of the top reporting cities to our database. www.instagram.com/p/DdU8r1rDkJ...

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Aaron Rupar @atrupar.com · 15/09/2026

HIMES: You spent $10b to try to lower the yield on the 10 year bond. When you started, it was 4.8%. Today it's at a 20 year high of 5.04%. A 20 basis point rise. Was your intervention successful? BESSENT: Yes H: Wait- it went up by 20 points! B: There's a counterfactual of what would it have done

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

USA with an unusually large gap between nominal GDP growth rate and the 10yr yield DB

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MeidasTouch @meidastouch.com · 13/09/2026

Scott Bessent talked a VERY big game. Then the bond market called his bluff. MeidasTouch Chief Economist Justin Wolfers breaks down what happened next, and why he says Bessent is now burning through something far more valuable than money.

meidasplus.com

Meidas Chief Economist Reveals Why Scott Bessent’s Bond Market Bluff Is Backfiring

Justin Wolfers tells Ben Meiselas why credibility matters in financial markets and warns that Bessent is rapidly burning through America’s economic credibility.

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Why @why.bsky.world · 13/09/2026

Highly recommend

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austin @aparker.io · 12/09/2026

some thoughts - there’s a fucking cambrian explosion of software but it’s invisible because it’s personal. github isn’t getting hugged every other week for nothin’

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Ron Filipkowski @ronfilipkowski.bsky.social · 08/09/2026

This is what Trump did on 9/11.

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Goodnews @goodnews.computer · 04/09/2026

Take a break from being depressed that everything you love is being destroyed by slop for a moment and let me tell you about the beautiful symbiotic relationship between graffiti writers, train yard workers, and model train enthusiasts.

A hand holding a model train with a replica of the same graffiti on the full scale train car behind it.

A model train with two graffiti pieces on opposite sides.

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Jeff (Hot Type) Jarvis @jeffjarvis.bsky.social · 03/09/2026

On 9/11, I carried it as I fled the WTC, every page coated in deathly dust. I tried to read it but it struck me as so self-indulgent, at this moment of all moments. It spoiled fiction for me for a long time. This tribute to it strikes me as equally self-indulgent. www.nytimes.com/interactive/...

nytimes.com

Jonathan Franzen’s “The Corrections” Is 25 Years Old. Its First Paragraph Still Feels New.

Jonathan Franzen’s 2001 novel was celebrated for its canny portrayal of American life. It’s also a remarkable act of literary creation.

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Elle Cordova @ellecordova.bsky.social · 03/09/2026

Rough Draft vs Final Draft

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Abbey @abbeyarletto.bsky.social · 02/09/2026

This is what living next door to a 30 megawatt data center sounds like.

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Hank @hankify.bsky.social · 02/09/2026

Reading this, I still hold my breath. Just beneath the surface of consciousness... Maybe this time it will be different

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Karen K. Ho @karenho.bsky.social · 01/09/2026

I reported this for Quartz in 2020: qz.com/1909779/is-a...

Subhead: It crashes educations

Not being able to have an abortion can derail the career of a teen girl by severely interrupting her education, which can limit her career choices and bring down her income potential for the rest of her life. Teen girls who give birth before the age of 19 significantly reduce their chances of completing high school, from nearly 90% down to slightly more than 50%, according to a 2010 report by Child Trends, a non-partisan research organization that looked at a national sample of nearly 9,000 youth over a 10-year period.

Because educational attainment is so closely tied to income earnings in the US, girls who can’t have an abortion are more likely to end up in a low-skilled job and contribute less to the economy in general. They will pay less income taxes, spend and save less, and likely need more social assistance.

From: https://qz.com/1909779/is-amy-coney-barretts-stance-on-abortion-bad-for-the-economy

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Bob Elliott @bobeunlimited.bsky.social · 31/08/2026

Macro managers see how each successive rhetorical outburst with little policy follow through further favors hard assets vs. soft and global assets vs. US.

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