iiinova — where your digital self keeps evolving

@ml8ml8 @ml8ml8.bsky.social · 23h

Trump famously mocked a New York Times journalist with a physical handicap.

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@ml8ml8 @ml8ml8.bsky.social · 12/09/2026

Name a non-LOTR character who could resist the One Ring

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@ml8ml8 @ml8ml8.bsky.social · 10/09/2026

J Kavanaugh just stayed the Federal injunction pending full disposition of the case in the 8th Cir and SCOTUS. Unclear to me, but it seems like the case is only going back to the 8th to hear the emergency appeal on the TRO and not back down to the ED DC for full trial on the injunction.

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@ml8ml8 @ml8ml8.bsky.social · 10/09/2026

The Missouri Supreme Court was not happy.

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@ml8ml8 @ml8ml8.bsky.social · 02/09/2026

Red is yield curve today, blue 90 days ago. Today, everything is up: equities, commodities and rates. Equity markets often run strong right in front of inflationary episodes, and I suspect this is what is happening. The comeupance occurs when growth slows into rising prices.

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@ml8ml8 @ml8ml8.bsky.social · 26/08/2026

Where have we seen such a thing before ... oh yeah.

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@ml8ml8 @ml8ml8.bsky.social · 18/08/2026

Compare Trump's statement to UKMTO a few hours ago. Trump lacks the ability to distinguish the truth from fantasy. In matters of war, this is beyond worrisome. The sooner Trump is removed from office, the better off for everyone.

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@ml8ml8 @ml8ml8.bsky.social · 12/08/2026

lol, Trump sure wants to tie that anchor to her though.

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@ml8ml8 @ml8ml8.bsky.social · 10/08/2026

From the Hormuz Letter (ownership unknown, but seemingly credible). The extent to which Iran has managed to shift the narrative on this is kind of amazing.

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@ml8ml8 @ml8ml8.bsky.social · 04/08/2026

Total assets in case you were wondering.

List of total assets of each of Japans 4 largest financial companies as of their last balance sheet date. Prior chart shows breakdown of JGBs vs USTs held on their balance sheets and breakdown of held to maturity vs available for sale.

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@ml8ml8 @ml8ml8.bsky.social · 04/08/2026

Google AI confirmation of my recollection, for what it's worth. Looks like MUFG has added to their JGB levels from what I remembered. Haven't validated these numbers, but they are being pulled from publicly traded companies information, so should hopefully be pretty accurate as of last b/s date.

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@ml8ml8 @ml8ml8.bsky.social · 21/07/2026

Flashback to Dec 6, 2021. Could somebody update this for me?

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@ml8ml8 @ml8ml8.bsky.social · 07/07/2026

The minimum operating reserve for the US SPR is 150m barrels of oil. Sometime in July we go below 290m. We've been burning 8-10m bbl/week all summer. Front month WTI futures are way down the last 2 weeks, up $3 today to $72/bbl. How long before traders panic?

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@ml8ml8 @ml8ml8.bsky.social · 07/07/2026

That's a little unsettling.

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@ml8ml8 @ml8ml8.bsky.social · 07/07/2026

There's little margin for political error.

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@ml8ml8 @ml8ml8.bsky.social · 04/07/2026

Quite possibly a future Pulitzer Prize-winning photo. It shows members of the Patriot Front, a neo-nazi organization, riding the DC Metro while a woman passenger who should not have to put up with this in America looks on, annoyed.

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@ml8ml8 @ml8ml8.bsky.social · 30/06/2026

Here he is with 30 seconds left in the match being sent off because he's covered with blood from a blow to the face that the referee somehow missed. Truly a hard fought match.

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@ml8ml8 @ml8ml8.bsky.social · 22/06/2026

Statement from the Pakistan Foreign Minsters Office posted on X at 9:08pm Eastern US re the negotiations in Switzerland.

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@ml8ml8 @ml8ml8.bsky.social · 20/06/2026

The IRGC made sure that 30m barrels of their oil cleared the Strait first.

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@ml8ml8 @ml8ml8.bsky.social · 14/06/2026

An actual telegram? Probably delivered by this guy.

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@ml8ml8 @ml8ml8.bsky.social · 13/06/2026

Fascinating and significant rift that tells you serious Federal AI regulation is coming, as if forcing Anthropic to withdraw it's top tier models from use isn't itself a massive form of regulation.

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@ml8ml8 @ml8ml8.bsky.social · 11/06/2026

AI is so good at building AI, that Anthropic's biggest concern is people using Fable or Mythos to build models almost as capable but without the safeguards Anthropic enforces.

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@ml8ml8 @ml8ml8.bsky.social · 11/06/2026

Sounds like the ceasefire is going well.

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@ml8ml8 @ml8ml8.bsky.social · 09/06/2026

How does jet fuel normally only run $2/gal? Maybe I should be putting that in my car instead of premium? So what i I have to buy 200 gallons at a time, doesn't Costco have a program for that? Be totally worth it.

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@ml8ml8 @ml8ml8.bsky.social · 29/05/2026

Trump says he is lifting the U.S. naval blockade in the Strait, and Iran needs to open the Strait and allow for Iran's stockpile of enriched uranium to be "unearthed" by the US. He's meeting in the Situation Room "to make a final determination." I'm guessing Iran demanded a show of good faith.

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@ml8ml8 @ml8ml8.bsky.social · 26/05/2026

Not 100% sure about this account, but it is widely followed.

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@ml8ml8 @ml8ml8.bsky.social · 20/05/2026

2. Blanche cannot represent the US against his former client, Trump. They might argue the prior cases were matters unrelated to this, but there is too much overlap to waive that conflict; besides, who would waive it for the US? There is no one w authority to do so, bc they all work for POTUS.

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@ml8ml8 @ml8ml8.bsky.social · 14/05/2026

"Michael Banks was a major proponent of having agents expand their footprint beyond the border." Yes, in a manner of speaking.

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@ml8ml8 @ml8ml8.bsky.social · 07/05/2026

Why is Musk dissolving xAI into SpaceX? He's obfuscating. He's trying to ensure xAI's potential criminal liability for csam becomes SpaceX's. That will make it way harder for countries to prosecute officers & civil damages will be backed w nearly unlimited capital. What will he disclose in the S-1?

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@ml8ml8 @ml8ml8.bsky.social · 06/05/2026

The amount of optical fiber laying on the battlefiield in Ukraine is insane.

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@ml8ml8 @ml8ml8.bsky.social · 03/05/2026

None of this changes the very large number of VLCCs in or heading to Houston to fill up, at any price. Very little doubt that WTI and US refined products prices will continue to climb into the summer.

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@ml8ml8 @ml8ml8.bsky.social · 27/04/2026

And just like clockwork, Barak Ravid is out with his Sunday evening scoop on Axios in time to calm the markets before Monday's open. www.axios.com/2026/04/27/i...

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@ml8ml8 @ml8ml8.bsky.social · 27/04/2026

On one hand, I, too, hate conspiracy theories; on the other hand, it's something Russia likes to do and what Russia likes to do, Trump likes, too. To me, the most compelling fact (and no, it isn't enough), is the unliklihood of Trump subjecting himself to getting humiliated at a roast.

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@ml8ml8 @ml8ml8.bsky.social · 23/04/2026

Sulphur loadings down 50% over baseline in March. Sulphur (as sulphuric acid) is used to make fertilizer, and importantly, to leach copper and nickel. "helping push LME nickel prices to an 11-week high of $18,655 per tonne." China, etc now banning sulph acid exports. splash247.com/war-turns-su...

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@ml8ml8 @ml8ml8.bsky.social · 21/04/2026

So, 1. xAI has rebranded to SpaceXAI, and, 2. They've agreed to a strategic transaction with cursor that might include an acquisition at a value of $60b.

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@ml8ml8 @ml8ml8.bsky.social · 20/04/2026

Remember this Trump post as American prices for spot physical oil delivery begin ramping up along with US gasoline prices. How many days until Trump is restricting the amount of oil foreigners can buy? US refiners have been spoiled with $80-90/bbl physical oil. That's about to end.

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