iiinova — where your digital self keeps evolving

September will probably be my most active month since I was 17? >45 minutes of cardio (ex-walking, obv) per day. Not to go all eat pray love on y’all but the “movement is medicine” people are deffo on to something.

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Just wondering: In Q2, the market theme was “AI momo bottlenecks to the moon!” (trade gets blown to smithereens at start of Q3) In Q3, the market theme has been “duration is a tire fire” ...

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I guess the lesson is “a picture says a thousand words and your words will probably be worse than any picture”

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Bessent and Mnuchin are both very memeable (i.e. Mnuch holding the freshly printed bills), but the difference is that Bessent produces quotes that go with the memes.

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Today’s EntryPoint: sherwood.news/markets/this...

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CAN’T KEEP A GOOD BOTTOM LINE DOWN In late Aug, a L/S portfolio of US stocks with the best vs worst earnings revisions was -5% over the trailing 3M. The factor only does worse when we’re coming out of a recession/growth scare & front-running a broad uptick in EPS revisions.

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Michael Santoli @michaelsantoli.bsky.social · 28/09/2026

my gen xers and vanguard millennials ate their wheaties this morning

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Reposted by Luke Kawa

Cleveland Guardians, with the fourth-best AL record, gets a first-round bye, will play the winner of a series between teams that together were 165-159. The three best teams will fight for one ALCS slot. America in 2026: policy subsidizing heartland mediocrity at the expense of coastal meritocracy.

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Would US banks really be that much more vulnerable to “agentic bank runs” than the rest of the banking universe? Global banking index in white, US banks in blue, performance since release of Muse:

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In a crisis, sometimes you don’t tell the whole story

Apropos of nothing I’d like to tip the cap to @johnauthers.bsky.social who self-censored from writing “BANK RUNS!” in 2008, believing “there was the risk of a fire, and we might have lit the spark by shouting about it.” www.ft.com/content/1fcb...

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How after the fall of Lehman Brothers we came close to a full-scale bank run

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“Nobody makes money on the long side with any consistency or regularity when NYSE Cumulative Breadth is negative and NYSE New Lows outnumber NYSE New Highs.” -22V’s John Roque

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Meanwhile, in Korea... “Impersonating prominent figures such as Bank of Korea (BOK) Gov. Shin Hyun-song on social media has emerged as a common tactic among investment scammers...” www.koreatimes.co.kr/economy/2026...

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I am the Modal Millennial (tm)

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It's kinda funny no one's put together the "breadth in the toilet" and "VIX low despite bond yields/vol up" when they are both very much two sides of the same coin.

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Freshdirect has become so bad I pine for the end of my subscription so I can start sending Jeff Bezos more money instead.

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Tom Hearden @followtheh.bsky.social · 25/09/2026

"People sleep on lasagna" was fantastic, but I fear everyone missed the other great Italian food reference during the #Survivor 51 premiere. Carter to a visibly emotional Eric, who just finished talking about his proposal:

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Reposted by Luke Kawa

$CPB round tripped <to 1994>

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Luke Kawa @ljkawa.bsky.social · 25/09/2026

Fall is bad. The temperature dropped too fast. This season is just a brief welcome mat on Hoth’s doorstep.

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Luke Kawa @ljkawa.bsky.social · 25/09/2026

Power to the players? At 83.9, GameStop currently has the highest 14-day relative strength index of <any stock in the Russell 1000>. Only times in recent memory it’s been higher are the 2021 and 2024 meme stock rallies. $GME

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"AI isn't human so don't anthropomorphize!" Okay by that logic there would never be any case for anthropomorphizing.

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22V Research on OpenAI’s updated financial targets: “We estimate that gross margins must ramp to north of 70% to meet the capex projections balanced by the company’s cash burn projection of $278B...a healthy dose of skepticism on how it is achieved remains warranted.”

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Morgan Stanley: “A straightforward [diesel] export ban would have significant implications, including likely higher gasoline prices.” Sequencing: surplus of domestic diesel --> storage fills ---> refinery run rates down ---> gasoline production down by ~650,000 b/d

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Guy Berger @econberger.bsky.social · 23/09/2026

Search interest in “Muse” was still higher in September 2009 than it is now (That’s when the band Muse released its amazing “Resistance” album)

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Reposted by Luke Kawa

It happened... Indeed job postings are now positive on a Y/Y basis, for the first time in almost 4 years. On a levels basis the decline stopped a long time ago. But if there's a recovery, it's a slow one.

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 23/09/2026

US to stop the dieselling, focus on the diebuying

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Reposted by Luke Kawa

There's almost nothing you can say that will be even remotely satisfactory to all constituents. I think you focus on whomever is most critical for the coming IPO. That's the Trump financial regulators + Wall Street. You worry about the protests once you have the money.

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bendwalsh.bsky.social @bendwalsh.bsky.social · 23/09/2026

Some good quasi-negative splits on these 400m repeats (even on, odd rest)

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Reposted by Luke Kawa

an ex-Chelsea owner enmeshed in the Russian oil industry?!

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Reposted by Luke Kawa

Carl Quintanilla @carlquintanilla.bsky.social · 23/09/2026

Steely Dan’s album “Aja” turns 49 today. So take a few seconds to watch Jay Graydon replicate his iconic guitar solo on “Peg”. 🎸 💕

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it’s me, aubrey plaza accord @sellingtheta.bsky.social · 23/09/2026

There’ve only been two years in which the S&P 500 has closed less than 0.5% away from a record while the number of 52W lows are more than 50% above 52W highs: 2026 and 1999. We’ve equalled the number of instances from 1999 in just the past two days! (based on data back to 1990)

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Reposted by Luke Kawa

Nasdaq is at ATHs and the VIX ytd lows. weak breath is market positive

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