iiinova — where your digital self keeps evolving

This Financial Times oped www.ft.com/content/c24d... reflects what I'll cover in depth in my upcoming book, Sea Change: America's New Great Game in the Arctic, out Oct 6th www.penguinrandomhouse.com/books/813580...

penguinrandomhouse.com

Sea Change by Rana Foroohar: 9798217088829 | PenguinRandomHouse.com: Books

A sweeping account of how the Arctic became the next arena of global conflict as the great powers battle over trade routes, resources, and military dominance from Greenland to Siberia—by award-winning...

053

Wealth of Nations @mpurves.bsky.social · 12/08/2026

realized vol is probably going to keep contracting

000

Reposted by Wealth of Nations

Ed Bradford @fullcarry.net · 12/08/2026

As most are aware, PCE vs CPI wedge has flipped dramatically in the past year as diverging inflation dynamics (AI related higher, housing related lower) have pushed core PCE to its highest reading vs CPI since 2010.

3106

Reposted by Wealth of Nations

Conor Sen @conorsen.bsky.social · 10/08/2026

Some personal news... Today I'm excited to announce the launch of the Housing Frame, a Substack where I'll be analyzing the economy through a housing lens. My debut piece is the Housing Recession is Over. Follow and subscribe here: conorsen.substack.com/p/the-housin...

conorsen.substack.com

The Housing Recession is Over

The vibes remain bad, the recovery is uneven, but recession is now behind us

424942

Reposted by Wealth of Nations

George Pearkes @peark.es · 10/08/2026

I’m not just saying this because Conor is a close friend and one of my favorite people to talk about Markets & Economy: huge deal. $80/year is a steal. I’ll gift the first person to reply to this post with a donation receipt for at least $80 to the cause of your choice with a 1y sub.

5486

Wealth of Nations @mpurves.bsky.social · 06/08/2026

smaller, tighter but more than stable

010

Wealth of Nations @mpurves.bsky.social · 04/08/2026

did they specify which year end ? like 3026?

0170

Wealth of Nations @mpurves.bsky.social · 02/08/2026

absolutely as are long term break evens .

000

Reposted by Wealth of Nations

ghost malone ergo propter bones @proptermalone.bsky.social · 01/08/2026

it wasn't and continues to be usable!

271

Wealth of Nations @mpurves.bsky.social · 30/07/2026

imports right now are nearly the post election pre tariff day surge - all driven by capital goods which are mostly ai related cap goods

110

Wealth of Nations @mpurves.bsky.social · 30/07/2026

in 2023 mortgage premium (spread to treasuries) was at record levels given record hiking velocity/rate volatility and banks charging more given economic uncertainty in 2023; that premium has come in substantially in last year and a half

120

Wealth of Nations @mpurves.bsky.social · 29/07/2026

i think this press conference will go for more minutes than powell’s

000

Wealth of Nations @mpurves.bsky.social · 29/07/2026

one needs to be thoughtful about which pilot programs you are going to prioritize. these call options aren’t free

010

Wealth of Nations @mpurves.bsky.social · 27/07/2026

given refining margins they should also rename to Crack Spread Barrel

010

Wealth of Nations @mpurves.bsky.social · 23/07/2026

high inflation/low -negative real wages is a politicians biggest liability - people can feel like they control their career to a degree , but inflation management is the government’s job

000

Wealth of Nations @mpurves.bsky.social · 22/07/2026

No Exit for the this capex cycle …kind of appropriate reference if you think about it :)

010

Reposted by Wealth of Nations

thestreetpro.bsky.social @thestreetpro.bsky.social · 22/07/2026

Why does @hmeisler.bsky.social chart by hand? Because simplicity wins in trading. Hear more about Helene Meisler's experience and work at TheStreet Pro in today's video. youtu.be/7lPSilIAf6Y @lindalebrun.bsky.team #tradingstrategy #investing #interview

youtu.be

Helene Meisler Charts By Hand Because Simplicity Wins in Trading

YouTube video by TheStreetPro

293