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Ivan the K ™

@ivanthek.bsky.social
17K followers 241 following 22K posts

I ask a lot of questions. Lead Independent Director of Finance Bluesky. Portfolio Mangler. Take each post with a grain of sea salt. Not opinions of Bridgewater LLC.

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Ivan the K ™ @ivanthek.bsky.social · 37m
They call this a “fluffy pancake.” Dee-lish. #BreakfastInKyoto
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Ivan the K ™ @ivanthek.bsky.social · 2h
This 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...
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Ivan the K ™ @ivanthek.bsky.social · 02/10/2026
There seem to be more Americans walking around in Kyoto than locals.
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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.”
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Ivan the K ™ @ivanthek.bsky.social · 01/10/2026
おはよう
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Ivan the K ™ @ivanthek.bsky.social · 01/10/2026
We interrupt this 9-course dinner to appreciate course number 7: Grilled Toyama beef. That was 💯.
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Reposted by Ivan the K ™
Ivan the K ™ @ivanthek.bsky.social · 03/09/2025
Bond market gonna mess up some folks.
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Ivan the K ™ @ivanthek.bsky.social · 01/10/2026
8 months ago:
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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.”
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Ivan the K ™ @ivanthek.bsky.social · 01/10/2026
It would be ironic if the thing that slows down AI software and infrastructure development is good ol’ capital markets discipline.
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Ivan the K ™ @ivanthek.bsky.social · 30/09/2026
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Ivan the K ™ @ivanthek.bsky.social · 30/09/2026
Just 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.)
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Ivan the K ™ @ivanthek.bsky.social · 30/09/2026
Bullet train time.
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Ivan the K ™ @ivanthek.bsky.social · 29/09/2026
Japanese Black waygu Shabu-Shabu time.
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Ivan the K ™ @ivanthek.bsky.social · 29/09/2026
Just grated myself some genuine Wasabi. They grow it next door. Hoo boy. 👃
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Ivan the K ™ @ivanthek.bsky.social · 28/09/2026
Even 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…
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Ivan the K ™ @ivanthek.bsky.social · 28/09/2026
Fake news. He sees the dementia.
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Ivan the K ™ @ivanthek.bsky.social · 27/09/2026
JFC
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Ivan the K ™ @ivanthek.bsky.social · 27/09/2026
Promises made. Promises kept. 🤡
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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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Ivan the K ™ @ivanthek.bsky.social · 26/09/2026
I’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?
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Ivan the K ™ @ivanthek.bsky.social · 26/09/2026
DONALD 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.
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Ivan the K ™ @ivanthek.bsky.social · 25/09/2026
WHO NEEDS A DRINK?
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Ivan the K ™ @ivanthek.bsky.social · 25/09/2026
Not to worry. I’d bring a pumpkin spice latte for both of us.
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Ivan the K ™ @ivanthek.bsky.social · 25/09/2026
These things seem to be happening more frequently.
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Ivan the K ™ @ivanthek.bsky.social · 25/09/2026
Cheers from the rooftop bar.
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Ivan the K ™ @ivanthek.bsky.social · 25/09/2026
Love my scallops blowtorched here in Tokyo.
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
US Treasury market lately…
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
US Treasury market lately…
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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.
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
"Iran is BEGGING for a deal."
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
Can we keep this mfer at Riker’s Island?
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
static.klipy.com
Farkle Girl with Toy Gun
ALT: Farkle Girl with Toy Gun
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
The 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 🤪?
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
The stuff of nightmares for investment bankers. www.bloomberg.com/news/article...
bloomberg.com
Morgan Stanley Investment-Bank Deal List Leaked in Email Misfire
A 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, ...
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
I fully expect some current/future $META Muse competitors to fabricate some horror stories about the Muse AI agent in the wild.
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
Another clue that puts me on SCAM alert: A fake ticker tape with NO TICKER SYMBOLS.
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
The two most versatile CNBC anchors are Carl Quintanilla and Andrew Ross Sorkin. Their interests and interview chops span much more than the business vertical.
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
I added a choice. $SPCX
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
So the Americans and the Iranians were never in the same room?
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
The most painful confession to make.
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
This is a case where "loser pays winner's costs" would make sense to me.
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
"Texas Choosin'"
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
THIS IS DUMB AF.
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Ivan the K ™ @ivanthek.bsky.social · 23/09/2026
These mfers should be regulated by the states as casinos.
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