iiinova — where your digital self keeps evolving

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Robin Wigglesworth @robinwigglesworth.ft.com · 30/09/2026

This is possibly the TSOM episode I've been looking forward to the most. It's a LIVE recording on the first chapter of my new book A Fabulous Debt. It features war, murder, hostage negotiations, the plague, and the birth of the very first bond in 12th century Venice. youtu.be/Gmc4_2SFxbY

youtu.be

The birth of the bond market | The Story of Money | The Story of Money

YouTube video by The Story of Money Podcast | Financial Times

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Jesse Felder @jessefelder.com · 20/09/2026

'Big Tech companies are rapidly expanding their use of guarantees to back debt for AI data centres and chips, issuing up to $300bn in commitments in less than a year while recording little of that exposure on their balance sheets.' www.ft.com/content/7f11...

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 20/09/2026

TSA checkpoint numbers are below year-ago levels after a soft summer Augur Infinity

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Koyfin @koyfin.bsky.social · 18/09/2026

The 30 largest publicly traded companies in the world.

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Jesse Felder @jessefelder.com · 17/09/2026

“This is reported as regulation, nonregulation, movement. That’s not actually what this movement is. The view, I believe they have, is these businesses have to be nationalized because if you don’t nationalize them every single one of my clients is going to sue.” www.barrons.com/articles/pal...

barrons.com

Palantir CEO Karp Says the Quiet Part Out Loud in the AI Risk Debate

Palantir CEO Alex Karp says AI companies are concerned about the liability risk posed by their product and that some businesses might want to be nationalized.

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Justin Fox @byjustinfox.bsky.social · 14/09/2026

What the Trump administration has been doing to the federal government, in one chart. Gift link: www.bloomberg.com/opinion/arti...

Nondefense agences with 2,000+ employment decline since Jan. 2025
Department, agency or subagency Employment change Percent change
Internal Revenue Service -29,985 -29.4%
Veterans Health Administration -26,347 -6.2%
Social Security Administration -7,934 -13.8%
Forest Service (since July 2024) -7,268 -17.8%
Transportation Security Administration -6,481 -9.8%
Federal Emergency Management Agency -5,759 -22.1%
Bureau of Land Management (since July 2024) -5,274 -47.6%
Veterans Benefits Administration -5,198 -15.0%
National Institutes of Health -5,052 -23.5%
Agency For International Development -4,739 -95.4%
Food and Drug Administration -4,700 -22.4%
Army Corps of Engineers -4,563 -11.8%
Environmental Protection Agency -4,476 -26.4%
Department of Energy -3,976 -24.8%
Centers For Disease Control and Prevention -3,649 -28.6%
Small Business Administration -3,480 -40.6%
National Park Service (since July 2024) -3,469 -15.4%
Department of State -3,158 -21.8%
Natural Resources Conservation Service (USDA) -3,002 -25.3%
Fish and Wildlife Service (since July 2024) -2,803 -30.8%
National Oceanic and Atmospheric Admin. -2,575 -20.8%
Geological Survey -2,572 -30.5%
Citizenship and Immigration Services -2,514 -11.0%
Public Buildings Service (GSA) -2,452 -43.8%
Census Bureau -2,436 -18.3%
Agricultural Research Service -2,325 -32.7%
Bureau of Reclamation -2,207 -38.0%
Bureau of Prisons/Federal Prison System -2,175 -6.0%

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Federal Reserve Bank of Kansas City @kansascityfed.bsky.social · 10/09/2026

Find out what makes stablecoins unique compared with other cryptocurrencies: bit.ly/4eiOlsx

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Helene Meisler @hmeisler.bsky.social · 10/09/2026

I keep this chart handy. For historical purposes

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Robin Brooks @robin-j-brooks.bsky.social · 10/09/2026

What's amazing about the global bond sell-off is how many people are saying rising yields are about strong growth. Seriously!? You think rising yields in Japan, France, Italy or UK are about growth? We're in a global debt shock. Not a global growth shock. robinjbrooks.substack.com/p/the-dollar...

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Mark Ungewitter @mark-ungewitter.bsky.social · 09/09/2026

Something about GLD 400...

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Mark Ungewitter @mark-ungewitter.bsky.social · 31/08/2026

GLD polarity.

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Dom White @domw.bsky.social · 27/08/2026

And this marking up of expectations for long-run economic growth just happens to coincide with the US attacking Iran? Sure Jan.

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Helene Meisler @hmeisler.bsky.social · 25/08/2026

Also if you have never listened to the podcast on her, suggest you do. www.wnycstudios.org/podcasts/dol...

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Jesse Felder @jessefelder.com · 25/08/2026

“An LETF's mandated daily rebalance is sized by the day's return, which generates an upward-sloping demand at market close. Arbitrageurs therefore pre-position, enlarge the fund's order, and liquidate into the demand they have induced.” www.bloomberg.com/opinion/news...

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Patrick De Haan @gasbuddyguy.bsky.social · 25/08/2026

since 1990, the U.S. has averaged 110.9 days of oil on hand (total inventories divided by refinery inputs). it's drifted as low as 87.13 days (wk ending 7/24/26) and as high as 105.33 days (2/20/26). days of supply fluctuates but does not drop to zero and doesn't mean we run out

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Kevin M. Kruse @kevinmkruse.bsky.social · 24/08/2026

Is the weird box on his ass getting bigger?

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CNBC @cnbc.com · 24/08/2026

These stocks were the S&P 500, Nasdaq and Dow's top market movers for the day — August 24, 2026. 📈📉

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Carl Quintanilla @carlquintanilla.bsky.social · 19/08/2026

BOOCKVAR: “.. OpenAI now releasing some of their financial info reflecting .. even greater losses .. .. with the competition from the Chinese models at the same time their financial obligations continue to grow massively, I just don’t see how they’ll ever make money.” $NVDA 5yr CDS:

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Carl Quintanilla @carlquintanilla.bsky.social · 18/08/2026

ROSS HENDRICKS: “.. this chart below is why Anthropic's ARR disappointed, and why they're rushing to dump the IPO onto retail bagholders .. It's also why Jensen Huang is backstopping $500B in bagholder loans to new GPU buyers .. The great AI Commodification is officially here.”

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Carl Quintanilla @carlquintanilla.bsky.social · 17/08/2026

PARCL LABS: “As of this morning, 41% of all homes for sale in the United States are undergoing price cuts. There are many locations across the country this morning where it’s over 50% These include but not limited to: San Antonio: 54.38% Austin: 54.34% Dallas: 52.92% Denver: 51.52% Tampa: 51%”

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Carl Quintanilla @carlquintanilla.bsky.social · 14/08/2026

FEDWATCH: “.. The wedge pattern's width implies potential upside toward a new all‑time high. SanDisk and Marvell are exhibiting similar wedge structures and are beginning to break out .. but this time for a different reason: the liquidity factor.” $MU $SNDK $DELL $INTC $MRVL $AVGO

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Carl Quintanilla @carlquintanilla.bsky.social · 14/08/2026

“.. The US National Debt has increased by over $550 billion — since July 1st.” - Bilello

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Mark Ungewitter @mark-ungewitter.bsky.social · 11/08/2026

Gold symmetry porn...

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Daily Chartbook @dailychartbook.bsky.social · 08/08/2026

"This is as good a time as any to remind everyone that VIX actually does a pretty damn good job of pricing in the next month or so of volatility." -OddStats

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Jesse Felder @jessefelder.com · 08/08/2026

‘Hourly earnings are not growing fast enough to keep pace with inflation and the lost purchasing power will land like one more punch to the gut for workers.’ www.bloomberg.com/opinion/arti...

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Mark Ungewitter @mark-ungewitter.bsky.social · 07/08/2026

Analog derailed (unless rebased to Sep-98, creating other divergences). The market has spoken in favor of April's thrust and June's A-D line breakout, in my view. Still expecting choppy progress toward SPX 8000, though a melt-up above post-GFC trend channel is possible.

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Beth Stanton @bethstanton.bsky.social · 04/08/2026

Here's my shakedown of big US bond dealers on how they're thinking about tomorrow's Treasury Quarterly Refunding. Next week's note and bond auction sizes will be announced and, by convention, sizes through October projected. www.bloomberg.com/news/article...

bloomberg.com

Bond Dealers Expect US Will Avoid Signaling Auction Increases

The US Treasury will need to increase the sizes of at least some of its fixed-rate borrowing programs next year but is unlikely to signal the shift just yet, according to bond dealers.

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Barchart @barchart.com · 27/07/2026

Potential Head & Shoulders in Semiconductors $SMH getting closer 🚨 Watch for a neckline break of about $528 👀

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 09/07/2026

Florida... best real GDP growth in 2025... and it seems like it's only negative headlines about the Sunshine State these days @VisualCap @soberlook thedailyshot.com/sub...

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Daily Chartbook @dailychartbook.bsky.social · 07/07/2026

"59% of S&P 500 technology stocks are now trading at least 20% below their 252-day highs, a common definition of a bear market." -Dean Christians, Turning Point Market Research

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WuTangIsForTheChildren @wutangforchildren.bsky.social · 04/07/2026

Happy 250th, America….you’re doing great!

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Daniel Zhao @danielzhao.bsky.social · 02/07/2026

Average hourly earnings grew 3.5% year-over-year in June, a tick up from 3.4% in May. Likely to come in at zero or negative after adjusting for inflation due to higher energy prices, when the June CPI report is released July 14. 6/

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Aaron Rupar @atrupar.com · 02/07/2026

MS NOW put together a supercut of Lutnick, Bessent, and Hassett continually moving the goalposts and always saying that some future quarter will have spectacular economic growth

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Augur Infinity @augurinfinity.bsky.social · 02/07/2026

🇺🇸 The civilian labor force participation rate fell, with the largest decline in the prime-age labor force participation rate outside the pandemic.

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 01/07/2026

Reminder: Europe doesn't go to the office in August $VGK @a16z @soberlook thedailyshot.com/sub...

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Koyfin @koyfin.bsky.social · 30/06/2026

Nominal (white) vs. Inflation-adjusted (red) Retail Sales in the United States.

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Daily Chartbook @dailychartbook.bsky.social · 29/06/2026

Chart show cumulative YTD flows to $SOXX

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 28/06/2026

Bank of America sees summer stock market pullback before possible year-end rally @seekingalpha Mid-July through October of the midterm year is the sketchiest period

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 27/06/2026

GS: We expect Q2 reports will reveal another quarter of strong earnings growth, supported by a solid macro backdrop and the ongoing AI investment boom Earnings revision breadth has recently been solid in most sectors

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Jesse Felder @jessefelder.com · 27/06/2026

’The breadth data are acting abnormally quiet, which is a sign that things are about to get spicy again.‘ www.mcoscillator.com/learning_cen...

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Mark Dodson @markdodson.bsky.social · 27/06/2026

We have officially moved into uncharted territory. Margin debt & geared funds relative to M2 money supply set a new record in May, surpassing the high set at the peak of the dot-com bubble. Never before have investors devoted such a large share of available liquidity to leveraged speculation.

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 26/06/2026

$WMT P/E drops below 40x... look at that Still screaming higher compared to some of the Mag 7 $MSFT $NVDA $META @koyfincharts

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 26/06/2026

SPX going for back-to-back unch sessions, but -1.9% for the week Big-time bullish seasonality now through mid-July... @stockcharts

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FinTwitter @fintwitter.bsky.social · 23/06/2026

OMAN, IRAN SAY "ALL ARRANGEMENTS RELATING TO STRAIT OF HORMUZ MUST FULLY RESPECT THEIR SOVEREIGNTY AND SOVEREIGN RIGHTS" - JOINT STATEMENT

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 20/06/2026

Record-high S&P 500 long-term earnings growth rate priced in @yardeni Too frothy at 23%?

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Augur Infinity @augurinfinity.bsky.social · 20/06/2026

🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of June 19, 2026). #economy

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Faytuks Network @faytuksnetwork.bsky.social · 19/06/2026

WH officials have for months delayed an ODNI report on voting-machine vulnerabilities ahead of the midterms, per Reuters sources. It urges fixes like software updates but finds no evidence the vulnerabilities led to flipped votes.

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 19/06/2026

BofA Hartnett: US stocks: record $119.2bn weekly inflow...US stocks annualizing record $739bn inflow in ‘26 Europe equities: $1.2bn outflow, 10th weekly outflow China equities: $9.1bn outflow, 12th weekly outflow.

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 19/06/2026

MASSIVE equity inflow last week.. did it have to do with $SPCX?

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Jesse Felder @jessefelder.com · 19/06/2026

“Momentum is clearly waning,” BTIG technical analyst Jonathan Krinsky wrote in a recent note to clients. “If nothing else, volatility is starting to become more two-sided.” www.marketwatch.com/story/chip-s...

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