Ivan the K ™ @ivanthek.bsky.social · 37mThey call this a “fluffy pancake.” Dee-lish. #BreakfastInKyoto 390
Ivan the K ™ @ivanthek.bsky.social · 2hThis is a clown response. Also, note how he elides the notion that higher oil prices were spiked by the actions of the SAME HOUSE. x.com/nicktimiraos... 6401
Ivan the K ™ @ivanthek.bsky.social · 02/10/2026There seem to be more Americans walking around in Kyoto than locals. 5190
Ivan the K ™ @ivanthek.bsky.social · 02/10/2026@crampell.bsky.social’s latest piece is about Trump’s trade policies’ impact on the dairy industry. It’s titled “Who Cut The Cheese? Trump Did.” 1372
Ivan the K ™ @ivanthek.bsky.social · 01/10/2026We interrupt this 9-course dinner to appreciate course number 7: Grilled Toyama beef. That was 💯. 3230
Reposted by Ivan the K ™Ivan the K ™ @ivanthek.bsky.social · 03/09/2025Bond market gonna mess up some folks. 4595
Ivan the K ™ @ivanthek.bsky.social · 01/10/2026“The Senator set a perjury trap and wound up catching himself. By late afternoon, even pro-Trump influencer Benny Johnson's clip of the triumph had come down.” 1346
Ivan the K ™ @ivanthek.bsky.social · 01/10/2026It would be ironic if the thing that slows down AI software and infrastructure development is good ol’ capital markets discipline. 5312
Ivan the K ™ @ivanthek.bsky.social · 30/09/2026Just catching up on the Eric Schmitt-Jack Smith spectacle. If the DNC can’t make a great election ad out of this, the leadership should be summarily fired. And Schmitt should resign from the Senate in shame. (He won’t.) 51039
Ivan the K ™ @ivanthek.bsky.social · 29/09/2026Just grated myself some genuine Wasabi. They grow it next door. Hoo boy. 👃 72428
Ivan the K ™ @ivanthek.bsky.social · 28/09/2026Even a knucklehead equities trader could’ve told you months ago this was coming, as part of a bigger issue for AI infrastructure financing. In fact, one did… 0363
Ivan the K ™ @ivanthek.bsky.social · 26/09/2026When 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.) 2412
Ivan the K ™ @ivanthek.bsky.social · 26/09/2026I’ve been offline for most of the last 48 hours. Can someone list all the things that Xi and Trump agreed to besides a panda loan? 12301
Ivan the K ™ @ivanthek.bsky.social · 26/09/2026DONALD TRUMP AGREED TO PAY MELANIA TRUMP TIME-AND-A-HALF FOR PARTICIPATING IN PRESIDENT XI STATE VISIT EVENTS. FORMER CONTRACTORS SAY SHE WILL NEVER SEE A DIME. 5815
Ivan the K ™ @ivanthek.bsky.social · 25/09/2026Not to worry. I’d bring a pumpkin spice latte for both of us. 6431
Ivan the K ™ @ivanthek.bsky.social · 25/09/2026These things seem to be happening more frequently. 6394
Ivan the K ™ @ivanthek.bsky.social · 23/09/2026<—Still doesn’t understand why Corewave won’t get crushed by the big boys when the growth decelerates. 3221
Ivan the K ™ @ivanthek.bsky.social · 23/09/2026static.klipy.comFarkle Girl with Toy GunALT: Farkle Girl with Toy Gun 2252
Ivan the K ™ @ivanthek.bsky.social · 23/09/2026The thing about this absolute stupidity is that most of the MAGA crowd will think it makes sense. But i think most of the non-MAGA crowd will think it's 🤪. So what's the reason to say it, other than the speaker is 🤪? 3323
Ivan the K ™ @ivanthek.bsky.social · 23/09/2026The stuff of nightmares for investment bankers. www.bloomberg.com/news/article...bloomberg.comMorgan Stanley Investment-Bank Deal List Leaked in Email MisfireA Morgan Stanley staffer accidentally leaked an internal document listing more than 100 investment-banking deals the firm is pitching and monitoring in Asia, revealing details of the bank’s pipeline, ... 2265
Ivan the K ™ @ivanthek.bsky.social · 23/09/2026I fully expect some current/future $META Muse competitors to fabricate some horror stories about the Muse AI agent in the wild. 4170
Ivan the K ™ @ivanthek.bsky.social · 23/09/2026Another clue that puts me on SCAM alert: A fake ticker tape with NO TICKER SYMBOLS. 4321
Ivan the K ™ @ivanthek.bsky.social · 23/09/2026The two most versatile CNBC anchors are Carl Quintanilla and Andrew Ross Sorkin. Their interests and interview chops span much more than the business vertical. 61103
Ivan the K ™ @ivanthek.bsky.social · 23/09/2026So the Americans and the Iranians were never in the same room? 2261
Ivan the K ™ @ivanthek.bsky.social · 23/09/2026This is a case where "loser pays winner's costs" would make sense to me. 0221
Ivan the K ™ @ivanthek.bsky.social · 23/09/2026These mfers should be regulated by the states as casinos. 4798