iiinova — where your digital self keeps evolving

Michael P. Bornemann @mpb116.bsky.social · 17/08/2026

Rates don't matter - until they suddenly do.

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Michael P. Bornemann @mpb116.bsky.social · 27/07/2026

A few hundred billion dollars here and there, soon we're taking real money🤷‍♂️🔥👇

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Michael Warburton @michaelwarburton.bsky.social · 13/07/2026

HARRISON FORD — 84 Candles 🎂 today — on the set of Peter Weir’s excellent thriller WITNESS (1985)

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POLITICO Europe @politico.eu · 02/07/2026

An iconic figure of Germany’s far left is extending a hand to the surging far right in an effort to bring down the mainstream parties governing the country.

politico.eu

Germany’s populist left wants an anti-establishment pact with the far right

The AfD’s hopes for governing after state elections in eastern Germany may hinge on a left-wing party founded by a former communist.

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Michael P. Bornemann @mpb116.bsky.social · 10/06/2026

Interesting podcast series. Worthwhile to listen to, esp for the uninitiated!👇👇

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Jesse Felder @jessefelder.com · 09/06/2026

‘Retail accounts make up one fifth of the total trading volume, double its representation from 15 years ago.’ www.bloomberg.com/news/article...

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Jesse Felder @jessefelder.com · 04/06/2026

‘Elon Musk’s effective business model reminds me of Wimpy from the old Popeye comics. He would “gladly pay you on Tuesday for a hamburger today”; Musk, otoh, will give you a dollar’s worth of earnings a decade or two down the line for a $10 investment today.‘ blinks.bloomberg.com/news/stories...

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Michael P. Bornemann @mpb116.bsky.social · 30/05/2026

Holy moly ⚠️ What a time to be alive!

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Jesse Felder @jessefelder.com · 28/05/2026

‘The surge in bond yields since February is likely to depress U.S. economic momentum during the next three months.’ paulsenperspectives.substack.com/p/stock-bond... by @jimwpaulsen.bsky.social

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Jesse Felder @jessefelder.com · 25/05/2026

'LLMs' shortcomings may be so large that they undermine the entire business model of OpenAI, Anthropic, etc. If so, then these companies are trying to ride hype to a potential IPO as a major risk transfer from founders to equity investors.' research.panmureliberum.com/view/FD91B03...

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Shashank Joshi @shashj.bsky.social · 27/05/2026

Anne Keast-Butler, GCHQ's director, said today that "new intelligence" shows that "almost half a million Russian soldiers have been killed" in the Ukraine war. That is a remarkable number—not least because SIS' Richard Moore gave a figure of 250,000 Russians killed just eight months ago.

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Michael P. Bornemann @mpb116.bsky.social · 20/05/2026

Amazing ⚠️ Read the thread 🧵👇

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Michael P. Bornemann @mpb116.bsky.social · 23/04/2026

One just has to admire the US affinity to all sorts of statistics⚠️🔥👇🤙

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Michael P. Bornemann @mpb116.bsky.social · 12/03/2026

Times and circumstances change, human behaviour does not!👇🤙

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Jesse Felder @jessefelder.com · 05/03/2026

‘The cockroaches within private credit, against which Jamie Dimon warned last year, are emerging from the crevices and scurrying into view. Some startled investors are scrambling for the exits and finding the pathways out are narrow and hard to find.’ www.bloomberg.com/opinion/news...

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Jesse Felder @jessefelder.com · 27/02/2026

’Total GDP is running at a 6% nominal pace. The ever-important Cyclical portion of GDP is growing at a 3.5% pace but if we remove a narrow 6% slice of computer equipment investment, we drop to a stagnant 0.6% (negative in real terms).’ blog.epbresearch.com/p/ai-investm... by @epbresearch.bsky.social

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auonsson @auonsson.bsky.social · 26/02/2026

A Russian drone was intercepted by Swedish armed forces as it approached French carrier Charles De Gaulle, currently docked in south Sweden. Took of from a Russian ship but disappeared after electronic warfare actions were taken. Caveat, media understanding, but seemingly confirmed by MOD =).

svt.se

Rysk drönare närmade sig franska hangarfartyget i Malmö – stördes ut

En rysk drönare har närmat sig det franska hangarfartyget Charles de Gaulle, som just nu befinner sig i Sverige. Det erfar SVT. Drönaren upptäcktes av det svenska försvaret som inledde motåtgärder mot...

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Michael P. Bornemann @mpb116.bsky.social · 21/02/2026

This 👇 * Raising the flags of war is relative easy, pulling them down is usually quite costly*

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Callum Thomas @topdowncharts.bsky.social · 04/01/2026

Retail Investor portfolio allocations to Commodities remain historically low... Especially commodities ex-precious metals (still at a record low). Early. 📈

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History of the Germans Podcast @hotgpod.bsky.social · 04/01/2026

As the legendary Lübeck Bürgermeister Hinrich Castrop and leader of the Hanseatic League put it in the late 15th century: „it is always easier to hoist the banner of war but a lot more costly taking it down in honour”……

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James Cameron @jjjcameron.bsky.social · 30/12/2025

Yet more evidence in the NYT long read on Ukraine that JD Vance, a heartbeat away from the US presidency and probable 2028 Republican presidential nominee, would be a disaster for European security. www.nytimes.com/interactive/...

Mr. Biden had left the Ukrainians a financial and weapons nest egg to cushion them for an uncertain future. Mr. Trump’s point man for peace negotiations presented him with a plan to maintain support for Ukraine and squeeze the Russian war machine.

But that strategy ran headlong into a phalanx of Ukraine skeptics led by the vice president, JD Vance, and like-minded officials he seeded at the Pentagon and elsewhere in the administration. In their view, instead of squandering America’s depleted military stocks on a sinking ship, they should be reapportioned to counter the greatest global threat: China.

A cold wind — what one senior military officer called “a de facto anti-Ukraine policy” — swept through the Pentagon. Time and again, Mr. Hegseth and his advisers undermined, sidelined or silenced front-line generals and administration officials sympathetic to Ukraine.

General Cavoli and others who had long worked to support Ukraine remained deeply devoted to the cause. Mr. Vance’s allies, people like Mr. Colby and Mr. Caldwell, were eager to start withholding munitions.

Their devotion was directed elsewhere — to Asia, to hedge against Chinese designs on Taiwan, and to the Middle East, where war was brewing with Iran and where Israel, fighting in Gaza, was asking for about 100,000 155-millimeter shells, a large proportion of the U.S. military’s depleted stocks.

For three years, even as the Pentagon struggled to increase production of critical weaponry, the Biden administration had poured munitions into Ukraine. Mr. Vance’s allies were unwilling to take that risk.

As a senior U.S. military officer put it: “They believed that Ukraine was on the verge of failing. The fact that empirical evidence indicated the opposite didn’t seem to bother them; if anything, they seemed to think it meant that they should help Ukraine fail faster to get it over with.”

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Michael P. Bornemann @mpb116.bsky.social · 25/12/2025

Lovely summary of selected places to must visit in 🇩🇪 Perfect description of Hamburg btw, no complaints here! 😉 🙏 @hotgpod.bsky.social podcasts.apple.com/de/podcast/h...

podcasts.apple.com

Where To Go in Germany - Part 1

Podcast-Folge · History of the Germans · F220 · 41 Min.

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Ivan the K ™ @ivanthek.bsky.social · 19/12/2025

The Donald J. Trump And Abraham Lincoln Memorial

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Jesse Felder @jessefelder.com · 12/12/2025

Howard Marks: “One key risk to consider is the possibility that the boom in data center construction will result in a glut. Some data centers may be rendered uneconomic, and some owners may go bankrupt.” www.bloomberg.com/news/article...

bloomberg.com

AI Data Center Boom Sparks Fears of Glut Amid Lending Frenzy

Two data center billionaires minted before anything is even built. A borrower seeking a loan for 150% of the construction cost. And companies that are using financial engineering to keep liabilities o...

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Michael P. Bornemann @mpb116.bsky.social · 12/12/2025

If this is being implemented, sell airline stocks⚠️💥

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Helene Meisler @hmeisler.bsky.social · 06/12/2025

Saturday Poll. Link x.com/Chartfest1/s...

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Jesse Felder @jessefelder.com · 19/11/2025

FRED HICKEY: “A $5 trillion market cap for a cyclical semiconductor stock is utterly insane. I’ve watched Nvidia’s stock collapse five or six times by more than 50%. After the burst of the dotcom bubble, it went down 90%.“ themarket.ch/english/gold...

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Helene Meisler @hmeisler.bsky.social · 18/11/2025

Excellent chart

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Jesse Felder @jessefelder.com · 16/11/2025

‘AI and, more generally, tech stocks have become the great overarching gods that dominate the stock market firmament. To suggest they are immortal and the investment sky will remain blue even as they are toppled is naive to the point of being fatuous.‘ www.scmp.com/opinion/worl...

scmp.com

Opinion | With AI looking increasingly like a liability, a storm is coming

It is the tech sector’s projected spending that points to trouble ahead. Are investors prepared to wait for the return on their investment?

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Jesse Felder @jessefelder.com · 16/11/2025

‘Billionaire Peter Thiel’s latest 13F didn’t show off a mere trim, but a full-blown exit from AI bellwether Nvidia (NVDA). Thiel had previously warned about AI’s hype cycle running far ahead of its real economics, and his Q3 portfolio shakeup aligns with that view.‘ www.thestreet.com/investing/pe...

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Gideon Rachman @gideonrachman.bsky.social · 09/11/2025

So the BBC director general has had to resign because Panorama suggested that Trump tried to overturn the result of the 2020 presidential election? Because obviously that never happened …

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Michael P. Bornemann @mpb116.bsky.social · 28/10/2025

Always worth reading! Z⚠️👇

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Michael P. Bornemann @mpb116.bsky.social · 20/10/2025

@kofinas.bsky.social - since I've learned that you're reading up on The Habsburgs, you may wish to check out this podcast & related website. Enjoy! c/ @hotgpod.bsky.social podcasts.apple.com/de/podcast/h...

podcasts.apple.com

The Fall and Rise of the House of Habsburg - Trailer

Podcast-Folge · History of the Germans · F203 · 7 Min.

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Michael P. Bornemann @mpb116.bsky.social · 19/10/2025

Relief for investors. Will that last? ⚠️👇

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History of the Germans Podcast @hotgpod.bsky.social · 05/10/2025

The first Habsburg Emperor - who was a bit of a persitent disappointment - or wasn't he?

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Jesse Felder @jessefelder.com · 19/09/2025

'NVIDIA operates as the supplier, customer and investor of every major Neocloud. This is extremely strange, and smacks of the kind of desperate moves that a company makes when it doesn't believe there will be enough future customers to sustain its growth.' www.wheresyoured.at/is-there-any...

wheresyoured.at

Is There Any Real Money In Renting Out AI GPUs?

NVIDIA has become a giant, unhealthy rock on which the US markets — and to some extent the US economy — sits, representing 7-to-8% of the value of the market and a large percentage of the $400 billion...

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