iiinova — where your digital self keeps evolving

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Dario Perkins @darioperkins.bsky.social · 08/10/2026

every fund manager I have spoken to in the past 3 weeks, "is it time to add duration yet....?" ok NOW its time 🤣

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acemaxx analytics @acemaxx.bsky.social · 03/10/2026

#AI adoption momentum remains strong, but recent developments have eroded frontier labs’ pricing power and raised questions over the sustainability of current AI capital expenditure levels, chart #FitchRatings www.fitchratings.com/research/cor...

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Le Charteur @lecharteur.bsky.social · 20/09/2026

@mmaggiori.bsky.social doing God’s work with his list of general interest books on all things geoeconomics, macro, & finance over on LinkedIn.

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⤵️ @bryce.lol · 19/09/2026

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Dom White @domw.bsky.social · 18/09/2026

Lots of people dunking on this, but it seems like an entirely reasonable assessment and progression of views to me 🤷‍♂️

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derek guy @dieworkwear.bsky.social · 09/09/2026

imagine being a fitness guy for the last 10 years — tracking macros, avoiding seed oils, and strength training every day so you will live longer — only for AI to end all of humanity by 2030

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

From @edclissold Historically, the S&P 500 has weakened after the first hike in fast Fed tightening cycles but gained in slow or one-and-done cycles. @soberlook thedailyshot.com/sub...

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EconReporter @econreporter.bsky.social · 29/07/2026

This is an interesting graph from NYT 🔗 www.nytimes.com/live/2026/07/29/bus…

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Bancroft Sutherland @bancsutherland.bsky.social · 29/07/2026

Like Odysseus to the mast, analysts are lashing value PMs to boardroom tables in order to resist the insane 0.04x PEG on $SKHY

Price / Earnings to Growth (PEG) chart for SKHY, currently at 0.04.

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Luke Kawa @ljkawa.bsky.social · 22/07/2026

It’s obviously not a perfectly clean read but if you want something to dream on in terms of AI ROI, Google Cloud operating margins of 35.6% (estimate 31.5%) would fit the bill

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Le Charteur @lecharteur.bsky.social · 30/06/2026

Patron saint: Matt Yglesias is under-appreciated here

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Quantian @quantian.bsky.social · 28/06/2026

Futures market is about to open, you know what that means:

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

Nice summary of US GDP growth drivers @soberlook thedailyshot.com/sub...

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Le Charteur @lecharteur.bsky.social · 24/06/2026

People really love leverage until it’s too late to stop loving leverage

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Le Charteur @lecharteur.bsky.social · 24/06/2026

100%. He’s asking for increased rates and subsequently market vol. Global markets have entered into a new regime and this is just another part of that.

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Le Charteur @lecharteur.bsky.social · 24/06/2026

Really worth reading the full thread. Thank you for sharing @tobyn.bsky.social

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Le Charteur @lecharteur.bsky.social · 24/06/2026

Brexit experience at the coalface of markets

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Le Charteur @lecharteur.bsky.social · 23/06/2026

Another day, another “Eye on the Market”. Timely for a comprehensive dive into the US’ grip on global financial markets despite the World ex US trade gaining momentum. assets.jpmprivatebank.com/content/dam/...

assets.jpmprivatebank.com

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Le Charteur @lecharteur.bsky.social · 20/05/2026

Is this going to be a live blog until IPO day?

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Albert Pinto @70sbachchan.bsky.social · 09/05/2026

Paul Krugman - "Despite the perversity of its causes, the current acceleration of electrotech is overwhelmingly positive for the world as a whole. It will slow climate change and reduce pollution. It will diminish the power of anti-democratic petrostates" paulkrugman.substack.com/p/trump-is-l...

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 04/04/2026

US vs international stocks.. still the 3rd-worst start to a year in the last 30 Augur Infinity $SPY $VEU

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David Walsh @dlwalsh.bsky.social · 02/04/2026

One reviewer cliche I find annoying is when a work of non-fiction is described as "reads like a novel". But this combination of cliffhanger chapter ending and new chapter heading is ace from @medievalrevolt.bsky.social in House of Lilies.

End of chapter 8:

Unwed since the death of his first wife on the eve of the crusade, Philip sealed the alliance by marrying Cnut’s sister. In so doing, however, he made a serious mistake, perhaps the most serious mistake of his reign, one that would plunge both king and kingdom into a religious and legal imbroglio that took two decades to resolve. On 14 August 1193, Philip married Ingeborg of Denmark – and repudiated her the very next day.

Chapter 9 heading:

The Danish Witch

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Robin Wigglesworth @robinwigglesworth.ft.com · 01/04/2026

US stocks have seemed remarkably unbothered by everything going on. But that may be because earnings forecasts have climbed higher. As @tobyn.bsky.social shows, this has actually been one of the biggest valuation drops since the GFC. www.ft.com/content/f269...

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Quantian @quantian.bsky.social · 31/03/2026

Lmao the reason this leaked was because he wanted to buy IDEF, a totally illiquid BlackRock fund that trades ~$100k a day, instead of ITA which trades hundred of millions, so he had his brokers call up BlackRock and ask for a direct creation under his name. There’s so many layers of stupidity here.

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Bob Elliott @bobeunlimited.bsky.social · 22/03/2026

As we kick off the week, a reminder that market pricing of growth ahead (Stocks vs. LT Bonds) hasn't changed at all since the start of the Iran war.

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Augur Infinity @augurinfinity.bsky.social · 19/03/2026

WTI-Brent spread …

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 21/03/2026

GS: Higher oil prices: less shocking than in the past Impact of a 1% deterioration in terms of trade on GDP growth, pp

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Le Charteur @lecharteur.bsky.social · 21/03/2026

Who would’ve thought in 2026 we would be seeing the ECB note Greece’s achievements. Well done Greece 🇬🇷

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Le Charteur @lecharteur.bsky.social · 21/03/2026

H/t Verdad Capital verdadcap.com/archive/an-u...

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Le Charteur @lecharteur.bsky.social · 21/03/2026

Wei Li of BlackRock published this and said the bottom left quadrant is a lonely place. It has been since 1999, but not in the years before and arguably not in the years to come as stock bond correlation has returned to positive territory

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Dario Perkins @darioperkins.bsky.social · 19/03/2026

you know its a crisis when all you can do is stare at markets and the news flow.. and any actual analysis seems kinda pointless 🤣

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Dario Perkins @darioperkins.bsky.social · 19/01/2026

the issue with "re-running the 1990s boom" - which is now the theme of Trump 2.0 - is that trade policy and the fiscal deficit are pushing in totally THE OPPOSITE DIRECTION. Yet we are starting with the same term premium in bonds that we had at the end of the 90s...

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Librarian Capital @librariancapital.bsky.social · 17/01/2026

US: you're not defending Greenland enough Denmark & Europe: *put troops in Greenland* US: no, not like that. from: @shashj.bsky.social

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