iiinova — where your digital self keeps evolving

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Hannibal's Lectern @chasenmytail.bsky.social · 09/10/2026

👇share to get this short king a home👇

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Marco @mgmontini1.bsky.social · 23h

😆👍🏽😆😂🤣😂🤣😅😆😄😃👍🏽

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Aaron Rupar @atrupar.com · 07/10/2026

Here's a nearly 10-minute supercut of Troy Jackson taking it to Susan Collins during their debate tonight, including Jackson telling her "you can't eat road salt" and "Collins is like an arsonist who helped set the fire, and then she wants credit for bringing a cup of water to put it out"

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Marco @mgmontini1.bsky.social · 07/10/2026

@newyorkstateag.bsky.social caught Walgreens committing Medicaid fraud; and🫸🏾🚫on that fraud also‼️ Better than the DJ Chump Federal Prosecutors‼️

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Marco @mgmontini1.bsky.social · 04/10/2026

@zohrankmamdani.bsky.social Uber effectively has(a somewhat unfair)advantage over NYC🌇Government regulated"Green Cabs"&"Yellow🚕"because it has📱App that makes it easy for🌇👥to👉🏾📱📶for🚗ride;&uber🚗💨easily gets👥customers! NYC can develop a🚖App for📱that'll1️⃣help🚖equal chance to get🌇👥customer2️⃣lower🚗💨ride cost

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Mohamed A. El-Erian @elerianm.bsky.social · 02/10/2026

This week’s massive market repricing of near-term Federal Reserve policy action: The market-based probability of an October Fed rate hike at the next FOMC meeting in three weeks has plummeted from 70% to 23% over just the last 3 days The probability of a December 9th hike has fallen from 95% to 86%.

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Marco @mgmontini1.bsky.social · 04/10/2026

Interesting. Doesn't make sense

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Bob Elliott @bobeunlimited.bsky.social · 03/10/2026

Another great MacroTalk this week with Aahan Menon covering: - Signs of cracks in the commodity bull market. - How far the dissaving-driven expansion / earnings boom can really run. - And... the perfect pre-pod / meeting energy shot. youtu.be/OotIQxZP5uE?...

youtu.be

Macro Talk: 10.2.2026

A recording from Bob Elliott and Prometheus Research's live video https://bobeunlimited.substack.com/p/macro-talk-1022026?utm_source=youtube

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Acyn @acyn.bsky.social · 03/10/2026

Ossoff: The money that they took from you when they slashed Medicaid and defunded hospitals and nursing homes—They’re taking that money to buy corrupt, taxpayer-funded political ads on national television to try to promote the failed and broken president…

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Bob Elliott @bobeunlimited.bsky.social · 30/09/2026

The biggest driver of a VC investor getting one or more unicorn outcomes is the number of bets they make over time. Recent paper connecting success to attributes misses that those things just give *more bets,* not make the investor inherently better at the job. www.promarket.org/2026/09/25/w...

promarket.org

What Makes a Venture Capitalist Successful? - ProMarket

In new research, Blake Jackson and Ilya Strebulaev track the careers of 100,000 people working at venture capital firms in the United States to ask which investors succeed and why. They find that…

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Bob Elliott @bobeunlimited.bsky.social · 27/09/2026

So far the Activist Treasury Secretary’s incremental efforts have done little to bend markets to his will, leaving his trades in the red. But that doesn’t mean it will always be the case. This week free on the blog app: bobeunlimited.substack.com/p/betting-ag...

bobeunlimited.substack.com

Betting Against “The House”

So far the Activist Treasury Secretary’s incremental efforts have done little to bend markets to his will, leaving his trades in the red. But that doesn’t mean it will always be the case.

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Bob Elliott @bobeunlimited.bsky.social · 27/09/2026

Earlier this summer I wrote "The Shit Returns Coming on All This AI Capex" penciling out the need for 3tln+ revenue by 2030 to pay for all the planned capex. Others are now catching on with similarly implausible numbers. bobeunlimited.substack.com/p/the-shit-r...

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Bob Elliott @bobeunlimited.bsky.social · 28/09/2026

Expensive Supply Surging flows through Hormuz via high risk ship-to-ship transfers are adding a 30-40 bucks / bbl surcharge to every incremental barrel, driving volume to the market but coming at quite the cost. bobeunlimited.substack.com/p/expensive-...

bobeunlimited.substack.com

Expensive Supply

Surging flows through Hormuz via high risk ship-to-ship transfers are adding a 30-40 bucks / bbl surcharge to every incremental barrel, driving volume to the market but coming at quite the cost.

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Bob Elliott @bobeunlimited.bsky.social · 28/09/2026

Its 2036 and you are waxing poetic to some juniors that there was the time you could lock in 3.25% real returns for 30 years. Except of course you couldn't bring yourself to do it at the time b/c you were too greedy chasing stocks at all-time highs.

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Bob Elliott @bobeunlimited.bsky.social · 28/09/2026

Maybe worth asking all those investors in hot private credit and real estate funds how they feel about those long-term lockups these days... finance.yahoo.com/markets/stoc...

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Bob Elliott @bobeunlimited.bsky.social · 29/09/2026

Long-term earnings growth expectations are the highest in 75 years by a country mile even as (also elevated) short-term forward growth numbers are already starting to roll over. h/t @yardeni

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Bob Elliott @bobeunlimited.bsky.social · 30/09/2026

Europe’s Inflation Problem Worsens The latest country data indicates the headline bloc print will rise above initial expectations. With it a material hiking cycle is almost assured, despite hopes from the street of just one more hike. bobeunlimited.substack.com/p/europes-in...

bobeunlimited.substack.com

Europe’s Inflation Problem Worsens

The latest country data indicates the headline bloc print will rise above initial expectations. With it a material hiking cycle is almost assured, despite hopes from the street of just one more hike.

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Bob Elliott @bobeunlimited.bsky.social · 30/09/2026

Analyst earning momentum has recently turned negative. www.bloomberg.com/news/article...

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Bob Elliott @bobeunlimited.bsky.social · 30/09/2026

Annual revisions lifted the savings rate level, but the sharp downward trajectory remains. Despite all the noise about AI, the biggest driver of strong US growth over the last 2.5yrs has come from household's spending growing much faster than their incomes.

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Marco @mgmontini1.bsky.social · 02/10/2026

Slow to adjust to changes in the economic reality as Freidman implied?

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Bob Elliott @bobeunlimited.bsky.social · 01/10/2026

The vast majority of the surge in AI-related capex value is imported. Good for growth in Asia, but not so much in the US.

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Bob Elliott @bobeunlimited.bsky.social · 02/10/2026

Corporate Boom, Employment Uptick Employment measures suggest some improvement recently, but conditions are still quite weak compared to the earnings boom and far from what's needed to keep up with recent HH spending growth. bobeunlimited.substack.com/p/corporate-...

bobeunlimited.substack.com

Corporate Boom, Employment Uptick

Employment measures suggest some improvement recently, but conditions are still quite weak compared to the earnings boom and far from what's needed to keep up with recent HH spending growth.

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Mohamed A. El-Erian @elerianm.bsky.social · 29/09/2026

US Treasury yields have stabilized today, at least for now, following the sharp surge across all maturities (WSJ chart below). #economy #markets #bonds #yields

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Mohamed A. El-Erian @elerianm.bsky.social · 30/09/2026

As illustrated in this CNBC chart, it has been quite a month for the fixed-income market. The 10-year yield has moved up by around 50 bps to its highest level since 2007 (with a slightly larger move for the 2-year, while the 30-year has reached levels not seen since 2002). 1 of 3

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Mohamed A. El-Erian @elerianm.bsky.social · 01/10/2026

The latest "GDP Now" estimate for Q-3 US growth from the Atlanta Fed. #economy #growth #markets

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Mohamed A. El-Erian @elerianm.bsky.social · 01/10/2026

Following the surge of the last few weeks, the US Dollar Index (DXY) is trading at its strongest level this year. (Bloomberg charts below.) #economy #markets #dollar #currency #fx

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Mohamed A. El-Erian @elerianm.bsky.social · 01/10/2026

From the FT: "US mortgage rates jumped the most in four years as an accelerating sell-off in the government bond market deals a fresh blow to the housing market just weeks ahead of midterm elections. The 30-year fixed-rate mortgage averaged 7.28 per cent as of October 1...." #economy #markets

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Mohamed A. El-Erian @elerianm.bsky.social · 02/10/2026

The IMF issuing a statement to reassure the public that bond markets are "functioning in an orderly manner" is highly unusual—and risks raising more questions than it answers. #economy #markets #bonds #yields

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Mohamed A. El-Erian @elerianm.bsky.social · 02/10/2026

Further to earlier posts on G7 fragilities, this from Bloomberg: "The country’s 10-year yield has risen more than one percentage point since June, its worst quarterly performance since the birth of the single currency.... 1 of 2

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Mohamed A. El-Erian @elerianm.bsky.social · 02/10/2026

While on Europe, annual eurozone inflation rose from 3.2% in August to 3.8%. Driven mainly by energy prices, the September print topped the consensus forecast of 3.6%, adding pressure on the ECB as economies deal with higher borrowing costs. #economy #markets #inflation #europe

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Mohamed A. El-Erian @elerianm.bsky.social · 02/10/2026

Among the notable price moves early this morning, Brent crude oil has joined WTI in trading below $100 a barrel (with WTI itself declining below $90). As regards refined products, the national average price for diesel in the US has fallen to $6.37 a gallon. #oil #economy #markets

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Mohamed A. El-Erian @elerianm.bsky.social · 02/10/2026

It’s US Jobs Friday. Consensus forecasts point to nonfarm payroll growth of 85k for Sep., down from 162k in Aug. Other key indicators are expected to hold steady: the unemployment rate at 4.1%, labor force participation at 61.6%, and monthly average hourly earnings growth of 0.3% (3.1% annual).

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Mohamed A. El-Erian @elerianm.bsky.social · 02/10/2026

On inflation data, while most of us will wait for Japan's national data, I suspect the Bank of Japan will pay attention to the Tokyo measures released overnight. Tokyo core CPI jumped to 2.7% (versus a 2.4% consensus forecast and 1.8% prior), its highest level in 10 months #economy #japan #inflation

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Mohamed A. El-Erian @elerianm.bsky.social · 02/10/2026

Here’s the US Treasury market reaction to the soft jobs report. Note the continued retracement in 2-year yields as traders moderate Fed rate hike expectations. The next major data catalyst here will be CPI inflation on October 14th. (Bloomberg data below.) #economy #markets #bonds #inflation

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💋SassyAss💋Sister🔥🔱ValkyrieQueen🔱❤️‍🔥🥷Resistance Fighter👊 📎 @sassysister27.bsky.social · 29/09/2026

‼️🚨NEW ON EUTH LIST🚨‼️ Layla’s a beautiful stray who’s very fearful & retreats to the back of her kennel. She’s trying hard to trust & recently allowed pets. She’s a sweet & gentle girl who’s sensitive and shy. NE Coast Heroes 🆓2foster DM @cathypolicky101.bsky.social 🆘SAVE🐶LAYLA 🙏 Pls Share me

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Lady Haha @lensman23.bsky.social · 26/09/2026

An actual cartoon from Dutch cartoonist Siegfried Woldhek.

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💋SassyAss💋Sister🔥🔱ValkyrieQueen🔱❤️‍🔥🥷Resistance Fighter👊 📎 @sassysister27.bsky.social · 23/09/2026

❤️ Hi, I’m Bluey! I’m a happy, people-loving pup who gets a little excited when seeing my favorite humans. I’m a social and affectionate dog who loves leaning in 4pets and a sweet cuddler who’s smart & eager to learn. NE Coast 🆓2foster Vet covered Queens 256498 🙏 Pls Share me!

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Christopher Webb @cwebbonline.com · 23/09/2026

Paxton won’t agree to debate Talarico, and we all know why. He doesn’t want to answer these questions: “Why did you give an Epstein-style sweetheart deal to an admitted child predator? Why were you impeached… by your own party? Why do you own 15 homes on a government salary?” James Talarico

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Mohamed A. El-Erian @elerianm.bsky.social · 18/09/2026

While on yields, this chart from The Wall Street Journal on US mortgages. #economy #markets #yields #mortgages @wsj.com

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Mohamed A. El-Erian @elerianm.bsky.social · 18/09/2026

From Federal Reserve Vice Chair Michelle Bowman's speech today, outlining "the initial findings of the independent review of the failure of Silicon Valley Bank (SVB)." Many will view this as yet another addition to an already long list of institutional missteps by the Powell-led Fed. #federalreserve

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Marco @mgmontini1.bsky.social · 22/09/2026

ABSOLUTELY. Trump's wish to take an entire continent to make his own "🇺🇲Empire" is the exact same promise Hitler made to take the European continent to make a new Nazi(German) Empire. For America's sake,stop Trump‼️

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WuTangIsForTheChildren @wutangforchildren.bsky.social · 26/08/2025

Trump: "They call me the president of Europe. Which is an honor." Europe:

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StrictlyChristo 🇺🇦🌻 @strictlychristo.bsky.social · 18/02/2025

Tesla sales are crashing in Europe.

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