iiinova — where your digital self keeps evolving

Martin Baccardax @mdbaccardax.bsky.social · 02/10/2026

I've never looked up dog food options online in my life. Had a conversation about dog food purchases this morning, referencing specfic brand. Ad for said brand appears on my Chess.com feed 2 hours later.

020

Martin Baccardax @mdbaccardax.bsky.social · 02/10/2026

$NKE is going to open around 80% south of the ATH it reached five years ago. And 63% lower than when Elliott Hill took over in 2024. Carnage.

030

Martin Baccardax @mdbaccardax.bsky.social · 02/10/2026

CNBC: 29K is the new 190K ... Yeah, right.

020

Martin Baccardax @mdbaccardax.bsky.social · 01/10/2026

This Accenture CEO interview is hilarious ...

000

Martin Baccardax @mdbaccardax.bsky.social · 30/09/2026

Why is the ridiculous given more acreage than the factual?

021

Martin Baccardax @mdbaccardax.bsky.social · 30/09/2026

So .. Treasury yields are ... higher? ... after cooler PCE data? You'd have to think that's a concern.

161

Martin Baccardax @mdbaccardax.bsky.social · 30/09/2026

BrexIn ... amirite? (Undoing the stupdiest decision of a national lifetime is probably a good idea)

020

Martin Baccardax @mdbaccardax.bsky.social · 29/09/2026

That would be a first … for humans *and* for AI; Doctor Who is a steaming pile of cat shite …

000

Martin Baccardax @mdbaccardax.bsky.social · 29/09/2026

If you listened to Jensen Huang’s sunny assessment of AI on Ezra Klein’s podcast …. Have a snippet of Bill Gates’ appearance. Possibly the bleakest outlook I have heard to date. Honestly troubling.

010

Martin Baccardax @mdbaccardax.bsky.social · 29/09/2026

I know JOLTS data is important, but I can't for the life of me take it seriously.

110

Martin Baccardax @mdbaccardax.bsky.social · 29/09/2026

The AI Bros are growing so tiresome ... OpenAI now telling us (Po Faced) that they can't in good conscience release their new model, 'cuz it's just so powerful'. Ugh. It's like listening to a 9-year old with a new lego set telling you he's going ot build a new and better St. Paul's cathehral ...

000

Martin Baccardax @mdbaccardax.bsky.social · 29/09/2026

Hinkenlooper is a great Colorado name ... Sounds like a Black Diamond sky trail ...

101

Martin Baccardax @mdbaccardax.bsky.social · 28/09/2026

Five stocks (MSFT, META, NVDA, AAPL, GOOGL) have contributed 93% of the S&P 500's gains for the past two months (not including today).

020

Martin Baccardax @mdbaccardax.bsky.social · 28/09/2026

Love someone as much as CNBC loves Disney.

110

Martin Baccardax @mdbaccardax.bsky.social · 28/09/2026

S&P 500: 1st 92 trading days of the year: +12.7% 2nd 92 trading days (after today's open): +2.6%

022

Martin Baccardax @mdbaccardax.bsky.social · 27/09/2026

With GOP polls in crisis, and midterms 37 days out ... would you bet against an "October Surprise" of a Trump/Iran deal that drags WTI down to the low 80s, pulls 10s back into the high 4% range, juices stocks to alltime highs and provides *just* enough cover into the November vote?

210

Martin Baccardax @mdbaccardax.bsky.social · 25/09/2026

Cathie Wood just now: "The grid doesn't use oil." The EIA: "About 60% of electricity generation (2023 data) was from fossil fuels—coal, natural gas, petroleum, and other gases."

030

Martin Baccardax @mdbaccardax.bsky.social · 25/09/2026

So 10y breakevens are falling, even as 10y yields rise. And, amid the surge in rates this year, real yields have outpaced breakevens 10 to 1 So bond markets aren't fearing inflation. And the term premia hasn't moved much, so they're not worried about debt/deficits either Yet the massive selloff?

010

Martin Baccardax @mdbaccardax.bsky.social · 24/09/2026

Rory Stewart is the most self-involved hack since Piers (Morgan) Moron.

000

Martin Baccardax @mdbaccardax.bsky.social · 24/09/2026

Xi never misses a chance to sublty stick it to Trump ... and Trump, of course, never gets the dig. Xi says China and US must ensure AI ‘is always under human control’

121

Martin Baccardax @mdbaccardax.bsky.social · 23/09/2026

10s at 5.12% ... only 19 bps north of 2s. Stocks *ain't* rallyin' from here if this doesn't change. Best believe dat ...

010

Martin Baccardax @mdbaccardax.bsky.social · 23/09/2026

Who took their thumb off the scale of Treasury yields?

210

Martin Baccardax @mdbaccardax.bsky.social · 23/09/2026

Oh, look, a Republican lawmaker on Squawk. Very rare sight ...

011

Martin Baccardax @mdbaccardax.bsky.social · 22/09/2026

Donald Trump praises ‘natural businessman’ Andy Burnham after first meeting with UK Prime Minister For American readers, NB: Burnham has never had a job outside of politics, save a short spell as a trade journalist for Bulk Distributor magazine in the early 90s.

020

Martin Baccardax @mdbaccardax.bsky.social · 22/09/2026

"Numbers that nobody would believe/never seen before ..." "I've stopped 8 wars ... " "Tariffs ..." Playin' the Hits.

020

Martin Baccardax @mdbaccardax.bsky.social · 22/09/2026

I've been more inspired by the automated voice on my Wells Fargo banking app ...

000

Martin Baccardax @mdbaccardax.bsky.social · 22/09/2026

I've seen more energy from the toll booth collector on I-95

000

Martin Baccardax @mdbaccardax.bsky.social · 22/09/2026

Langone is simply a rich guy (and American listens to rich folks) spouting absurdly easy solutions to massively complicated problems. But, because he's rich, we're forced to lisetn. Ugh.

050

Martin Baccardax @mdbaccardax.bsky.social · 21/09/2026

Dear Jensen Who is predictubg "the end of the world"? Kindest regards The World.

021

Martin Baccardax @mdbaccardax.bsky.social · 21/09/2026

Bessent says Warsh/Fed have a "growth mandate". No pushback from interviewers. Wonderful.

040

Martin Baccardax @mdbaccardax.bsky.social · 21/09/2026

This is embarrassing. Truly embarrassing.

100

Martin Baccardax @mdbaccardax.bsky.social · 19/09/2026

Lee Dixon going mad over the VAR decision against Forest ..

001

Martin Baccardax @mdbaccardax.bsky.social · 19/09/2026

Watching Spurs v Villa … would love to call it football. Feels more like a ritual of confessional flagellation.

010

Martin Baccardax @mdbaccardax.bsky.social · 18/09/2026

Now only 36% from last year's ATH ... roaring.

110

Martin Baccardax @mdbaccardax.bsky.social · 18/09/2026

Folks looking for an AI "Lysine Contingency" are going to be hopelessly disappointed. It's done, man. It's done.

000

Martin Baccardax @mdbaccardax.bsky.social · 18/09/2026

Warsh "Starting to look like Volcker" because he was strong-armed into a hike when oil is $105, 10s are trading at the higest since 2007, government policy is all over the shop and Dems are about to retake Congress? No, is the short and polite answer.

000

Martin Baccardax @mdbaccardax.bsky.social · 17/09/2026

Palantir CEO .. don't seem him on TV very often.

100

Martin Baccardax @mdbaccardax.bsky.social · 17/09/2026

Housing Stops .. amirite? (That joke just never gets old!)

010

Martin Baccardax @mdbaccardax.bsky.social · 17/09/2026

The best thing about Carney the technocrat is that I am certain he put Canada's newly-conceived EU membership to a vote of the people, if only to ensure that this is what they actually want. Oh, wait ...

000

Martin Baccardax @mdbaccardax.bsky.social · 16/09/2026

SPX is 50 points higher than where it was on May 14.

000

Martin Baccardax @mdbaccardax.bsky.social · 16/09/2026

10s creeping higher ... one wrong word and we're back north of 5%

000

Martin Baccardax @mdbaccardax.bsky.social · 16/09/2026

"This committee will deliver price stability" - Says Warsh Inflaiton wont' be stable until 2029, say Dots.

000

Martin Baccardax @mdbaccardax.bsky.social · 16/09/2026

The S&P 500 is up 1% over the past four months, largely in concert with higher Treasury yields (which built the rate hike). Guy on CNBC just say: I don't think higher rates have any impact on stocks.

010

Martin Baccardax @mdbaccardax.bsky.social · 16/09/2026

Fed just told us inflaiton won't return to target until 2029 ... Warsh is less than six months into the job and has effectively already failed.

051

Martin Baccardax @mdbaccardax.bsky.social · 16/09/2026

We're on a hiking cycle now ... if anyone thinks the bond market is going to pack up and head to the campground ... Forget SPX 8000.

010

Martin Baccardax @mdbaccardax.bsky.social · 16/09/2026

Sullilvan: the stock market got what it wanted. HUH?

000