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BloombridgeCap

@jonosaka.bsky.social
1.3K followers 76 following 3.3K posts

When Tyranny becomes Law, Rebellion becomes Duty

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Reposted by BloombridgeCap
Fearlicious @fearlicious.bsky.social · 2h
How and why is Kegseth out making speeches when he’s getting his ass whooped all over Persia
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it’s me, aubrey plaza accord @sellingtheta.bsky.social · 7h
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BloombridgeCap @jonosaka.bsky.social · 3h
Richmond? The datacenter heartland? 👀
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Patrick Chovanec @prchovanec.bsky.social · 7h
The Secretary of War who adamantly denies that anything he does qualifies as a war.
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Aaron Rupar @atrupar.com · 8h
I for one think it’s bad that the president can just say crazy stuff all day every day and 99% of it doesn’t make the news because we’ve normalized having an insane president
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Patrick Chovanec @prchovanec.bsky.social · 6h
Hegseth says military will oversee elections. apnews.com/article/nsa-...
apnews.com
Hegseth says national security, military cyber forces will guard US election systems during midterms
The U.S. National Security Agency and military intelligence forces are set to guard election systems during the November midterms.
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BloombridgeCap @jonosaka.bsky.social · 3h
Sounds like the speech I got as a pledge at my fraternity in college in the 90's.
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The Wall Street Journal @wsj.com · 30/09/2026
The ultrawealthy aren’t just pulling away from average Americans. Buoyed by a stock-market boom that's added trillions of dollars to their net worth, the extremely rich are even pulling away from other rich Americans.
on.wsj.com
The Gap Between the Rich and the Very, Very Rich Is Getting Wider
The 0.1% are worth $28 trillion, or about 15% of the nation’s total wealth. The average wealth for a household in this group is over $200 million.
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Joanne Freeman @jbf1755.bsky.social · 9h
Correct. Concentration camps.
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Louis @louisevans.bsky.social · 8h
Skipped the Nazis, huh.
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Urban Carmel @ukarlewitz.bsky.social · 4h
Spot the one reason SPX only fell 0.5% in September
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Mrs. Betty Bowers @mrsbettybowers.bsky.social · 6h
Donald Trump addressing Hispanic people and making a "you people could survive a great fall because you've had practice illegally climbing over my border wall" joke. He's smart, aware, and sensitive that way.
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George Pearkes @peark.es · 12h
Between this finding and the fact Dems will control the Senate in a few months I’m confident declaring the Trump attempt to seize control of the FOMC completely dead.
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George Pearkes @peark.es · 12h
This was always going to be the outcome because obviously (and the Fed IG is a serious civil servant not a stooge) but all the same: *FED WATCHDOG FINDS NO CRIMINAL VIOLATIONS IN RENOVATION PROJECT
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Conor Sen @conorsen.bsky.social · 16h
Personal spending is still growing at 6%/year and isn't slowing at all. Consumers are pinched on costs but there's no reason to be bearish on nominal spending growth:
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Conor Sen @conorsen.bsky.social · 15h
NGDP growth was the hottest since Q2 2022.
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Carl Quintanilla @carlquintanilla.bsky.social · 15h
".. the latest sign the economy is forging ahead despite elevated inflation. With the help of a stable job market and a growing stock market, consumers ramped up their spending for merchandise last month .." @bloomberg.com www.bloomberg.com/news/article...
bloomberg.com
US Consumer Spending Rises Most in a Year, Core PCE Up 0.2%
US consumer spending rose in August at the fastest pace in over a year, helping to power the economy through persistent inflation.
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Katie Martin @katie0martin.ft.com · 15h
careful, now www.ft.com/content/5c1c...
ft.com
AI debt surge raises risk of sharp market correction, warns Bank of England
Governor says regulators ‘cannot stand aside’ and assume AI industry will resolve the risks it presents to financial system stability
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Patrick Chovanec @prchovanec.bsky.social · 15h
"There is a word in Newspeak," said Syme, "I don't know whether you know it: DUCKSPEAK, to quack like a duck. It is one of those interesting words that have two contradictory meanings. Applied to an opponent, it is abuse, applied to someone you agree with, it is praise."
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FinTwitter @fintwitter.bsky.social · 15h
US TREASURY 30-YEAR YIELD RISES TO 5.62%, NEW HIGH SINCE 2002
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LiveSquawk @livesquawknews.bsky.social · 15h
US Atlanta Fed GDPNow Q3: 3.74% (prev 5.02%) www.atlantafed.org/research-and...
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Carl Quintanilla @carlquintanilla.bsky.social · 14h
RBADVISERS: “.. The ballooning trade deficit suggests the US economy is becoming more and more susceptible to deglobalization risks. The AmericanIndustrialRenaissance™ hasn’t even hit 2nd gear yet.
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Carl Quintanilla @carlquintanilla.bsky.social · 14h
* ISRAEL'S PRIME MINISTER OFFICE SPOKESPERSON SAYS NETANYAHU HAS ORDERED TO 'RAMP UP' SECURITY BOTH ON ISRAELI CARRIERS AND NON ISRAELI CARRIERS AFTER FLYDUBAI FLIGHT INCIDENT @reuters.com
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BloombridgeCap @jonosaka.bsky.social · 18h
Nature is healing.
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southpaw @nycsouthpaw.bsky.social · 30/09/2026
Weird the AI didn’t catch that
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George Pearkes @peark.es · 30/09/2026
Here’s an extremely brief effort to explain why bond yields going up is actually not bad news.
September 28, 2026
Rates. 10y yields briefly traded above 5.2% today, closing up 7 bps on the session. As shown below, they're the farthest from fair value that they've been in some time based on our qualitative model.
Bespoke 10y Yield Fair Value Model: Past Year
5.25
5.00
— 10y Yield (%)
10y Extreme Cheap
9/22/2026, First Fed
hike
4.75
4.50
10y Moderate
Cheap
4.25
4.00
10y Moderate Rich
3.75
3.50
7/25/2023, Last Fed
hike
9/18/2024, First Fed
12/10/2025, Last Fed
cut
cut
10y Extreme Rich
3.25
%
Our model assumes 2% inflation over the long term plus an inflation risk premium (35 bps, to use explicit TIPS pricing). With those values fixed, below we show the implicit growth (including risk premium around growth) forecast from the market given the consensus range of term premium (after backing out some amount off growth risk premium).
Current pricing assumes trend growth above 2% and rising.
Market-Implied Growth + Growth Risk Premium: 5.25% Is The Promised Land
10y UST Yield






Term Premium







-0.4
-0.2

0.2
0.4
0.6
0.8

1.2
1.4

3.00
1.05
0.85
0.65
0.45
0.25
0.05
-0.15
-0.35
-0.55
-0.75

3.25
1.30
1.10
0.90
0.70
0.50
0.30
0.10
-0.10
-0.30
-0.50

3.50
1.55
1.35
1.15
0.95
0.75
0.55
0.35
0.15
-0.05
-0.25

3.75
1.80
1.60
1.40
1.20
1.00
0.80
0.60
0.40
0.20
0.00

4.00
2.05
1.85
1.65
1.45
1.25
1.05
0.85
0.65
0.45
0.25

4.25
2.30
2.10
1.90
1.70
1.50
1.30
1.10
0.90
0.70
0.50

4.50
2.55
2.35
2.15
1.95
1.75
1.55
1.35
1.15
0.95
0.75

4.75
2.80
2.60
2.40
2.20
2.00
1.80
1.60
1.40
1.20
1.00

5.00
3.05
2.85
2.65
2.45
2.25
2.05
1.85
1.65
1.45
1.25

5.25
3.30
3.10
2.90
2.70
2.50
2.30
2.10
1.90
1.70
1.50

5.50
3.55
3.35
3.15
2.95
2.75
2.55
2.35
2.15
1.95
1.75

5.75
3.80
3.60
3.40
3.20
3.00
2.80
2.60
2.40
2.20
2.00

6.00
4.05
3.85
3.65
3.45
3.25
3.05
2.85
2.65
2.45
2.25
Range of TP Estimates
Note: Assumes 35 bps inflation risk premium, 2% inflation. Term does not include growth or inflation risk premium.
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BloombridgeCap @jonosaka.bsky.social · 30/09/2026
Should've asked about "May 35th"
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Comfortably Numb @numb.comfortab.ly · 30/09/2026
lmao
Google: Because of that executive order today, the proper corporate names for OpenAI and SpaceXAI will effectively function under the OpenSI and XSI umbrella in official government documents and the broader industry rebrand.
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Jim Manley @jamespmanley.bsky.social · 30/09/2026
I for one will never forgive or forget
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Carl Quintanilla @carlquintanilla.bsky.social · 29/09/2026
Ten-year yield, via Ekwueme:
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FinTwitter @fintwitter.bsky.social · 29/09/2026
Fed's Barr: We should be prepared for serious short-term disruptions in the labor market from AI.
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Helen Kennedy @helenkennedy.com · 29/09/2026
They are shutting this down by the end of the day.
Can the president build a giant triumphal arch in Washington
DC without congressional authorization?

No. Not on federal park or public grounds in the District of Columbia without express authority of Congress. I
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Patrick Chovanec @prchovanec.bsky.social · 29/09/2026
Trump: Who needs those pansy Europeans? Trump: Please help me.
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Jesse Felder @jessefelder.com · 29/09/2026
Sheila Blair: ‘With its September rate decision, the Fed is correcting for its past misjudgments. In 2022, it was too hesitant to raise rates, despite persistent inflation, and in 2024, it was too quick to lower them with inflation still above target.’ www.ft.com/content/4339...
ft.com
For once, the Fed has put Main Street before Wall Street
Rather than criticising the central bank’s rate increase, Republicans should be praising Warsh for putting American families first
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FinTwitter @fintwitter.bsky.social · 29/09/2026
IEA LEADER SAYS EUROPE RECEIVES 50% OF ITS DIESEL SUPPLY FROM THE UNITED STATES TODAY.
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FinTwitter @fintwitter.bsky.social · 29/09/2026
IRISH ENERGY MINISTER: U.S. DIESEL EXPOERT BAN DOESN'T LOOK LIKE SOMETHING THAT WILL HAPPEN
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BloombridgeCap @jonosaka.bsky.social · 29/09/2026
High-yield stocks will rebound, thats for sure.
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it’s me, aubrey plaza accord @sellingtheta.bsky.social · 29/09/2026
they aren’t ignoring them. most stocks have dropped significantly. but rates aren’t an issue (right now) to the large stocks that matter
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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 29/09/2026
$TGT Target cuts prices on thousands of products as value war heats up @seekingalpha
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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 29/09/2026
October is no bargain for Treasury bulls Markets @soberlook thedailyshot.com/sub...
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Dario Perkins @darioperkins.bsky.social · 29/09/2026
you dont have to believe in the bond vigilantes to see that a global bond market selloff is not a good time to draw attention to yourself by doing something stupid.. #UKbudget
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George Pearkes @peark.es · 29/09/2026
I see we're in the "socialize the losses" phase of the Chinese property unwind (finally; it's taken half a decade) *CHINA TO SUBSIDIZE INTEREST PAYMENTS FOR FIRST-HOME MORTGAGES
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Ben Carlson @bencarlson007.bsky.social · 29/09/2026
The S&P 500 is up ~13% YTD Just 35% of stocks are outperforming the S&P 40% of stocks are down on the year One-quarter of S&P 500 companies are down 10% or worse in 2026 Most stocks are losers awealthofcommonsense.com/2026/09/most...
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Simon Lester @simonlester.com · 29/09/2026
Interesting details on how the Iowa steel deal got done. www.nytimes.com/2026/09/28/u...
Mesabi executives have leaned on a Trump-world insider as the company has sought to expand its footprint in the United States. The company hired Jason Miller, a longtime Trump adviser, as its lobbyist, paying him at least $240,000 through his company SHW Partners, according to lobbying disclosure records. The government of India also hired Mr. Miller’s company, paying $150,000 per month for “strategic counsel, tactical planning and government relations assistance on policy matters before the U.S. government,” according to federal filings under the Foreign Agent Registration Act.
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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 29/09/2026
Lindt to cut prices as chocolate demand wanes
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Tom Hearden @followtheh.bsky.social · 29/09/2026
Miller Lite stat o’ the day 3% 7% -the unemployment rate for 2026 Art History majors -the unemployment rate for 2026 Computer Programming majors Another terrible (and ass backwards) decision out of the Trump administration
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it’s me, aubrey plaza accord @sellingtheta.bsky.social · 29/09/2026
part of the BoA bull cause is mixing up cause and effect. it says yields reversing lower means the play is AI capex rolls on. AI capex is actually the cause here. and if it rolls on the effect is higher yields
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BloombridgeCap @jonosaka.bsky.social · 29/09/2026
Covering up the Epstein Files
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Sam Ro @tker.co · 29/09/2026
"The S&P 500 P/E has declined this year alongside rising interest rates" - GS
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BloombridgeCap @jonosaka.bsky.social · 29/09/2026
So painfully obvious
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