Reposted by Paolo BernardiChrisO_wiki @chriso-wiki.bsky.social · 16h1/ Russian sources expect that as well as purchasing Russian oil and diesel, Donald Trump will provide Russia with spare parts to repair the refineries damaged by Ukrainian drone strikes. They anticipate that Trump's fuel deal will lead to a Russian victory. ⬇️ 89828509
Reposted by Paolo BernardiTravis @coloradotravis.bsky.social · 21hDid we randomly destroy global energy logistics? Maybe. But at least we’re handling the important issues. 4152
Reposted by Paolo BernardiThe Associated Press @apnews.com · 09/10/2026BREAKING: President Trump establishes a committee to investigate Federal Reserve governor Lisa Cook in his latest effort to fire her.bit.lyTrump establishes committee to investigate Federal Reserve's Lisa Cook in latest effort to fire herPresident Donald Trump opened another chapter in his effort to fire Federal Reserve Governor Lisa Cook Friday by establishing a “committee of inquiry” to investigate allegations that she made false statements in mortgage applications. 3010957
Reposted by Paolo BernardiJoey Politano🏳️🌈 @josephpolitano.bsky.social · 08/10/2026Was an honor to speak to Marketplace on NPR this morning about my piece on AI-driven arts job loss & what it means for creative industries. Give it a listen! www.marketplace.org/episode/2026...marketplace.orgWhat AI is doing to jobs in creative fieldsAn analysis by writer and economist Joey Politano found that the U.S. has lost more than 200,000 jobs in creative industries over the last four years. 515233
Reposted by Paolo BernardiThe Insider @theins.press · 09/10/2026MEPs linked to Russia oppose European Parliament resolution declaring Russia’s new State Duma illegitimate Some of the MEPs, like Czech politician Ondřej Dostál, traveled to Moscow after being invited by a foundation tied to the GRU, while others met with Russia's foreign intelligence chief.theins.pressMEPs linked to Russia oppose European Parliament resolution declaring Russia’s new State Duma illegitimateThe European Parliament has adopted a resolution refusing to recognize Russia’s State Duma as a legitimate representative and legislative body. The measure… 0177
Reposted by Paolo BernardiNoah Hurowitz @noahhurowitz.bsky.social · 21/09/2026A disturbing new form of family separation: An Iranian couple fled their homeland after twice being arrested for converting to Christianity. Liam was granted asylum in the U.S., but his wife Hannaneh was denied, and has been locked up ever since theintercept.com/2026/09/21/a...theintercept.comImmigration Roulette: Husband Granted Asylum, Wife Locked Up Awaiting DeportationAn Iranian couple seeking refuge in the United States faces a cruel new form of family separation. 15729
Paolo Bernardi @paolobernardi.bsky.social · 09/10/2026www.bloomberg.com/news/article... 🎁bloomberg.comSpaceX Announces Spectrum Deal for Starlink Mobile Phone ServiceElon Musk’s SpaceX said it acquired low-band spectrum that will enable it to use its Starlink satellites to become a “major mobile carrier” in the US, sending shares in incumbent cell providers fallin... 031
Paolo Bernardi @paolobernardi.bsky.social · 09/10/2026Awful www.wsj.com/us-news/an-a... 🎁wsj.comArizona Congressional Candidate Says She Was Raped While Fixing Campaign SignsBernadette Greene-Placentia, who is running for a seat in the U.S. House, filed a report with the Maricopa County Sheriff’s Office. 063
Reposted by Paolo BernardiDJ "Jo" NoneYa 🟧 @djnoneya.bsky.social · 08/10/2026ms.nowTrump administration refuses international election monitors for first time in over 2 decadesThe decision not to invite observers from the OSCE puts the U.S. alongside Russia and Belarus, while the Justice Department prepares to deploy its own poll monitors. 043
Reposted by Paolo BernardiJo Michell @jomichell.bsky.social · 07/10/2026In universities across the country this week, Lionel Robbins' definition will be rolled out for the start of introductory economics courses. Joan Robinson's observation about its timing will probably receive less attention. www.jstor.org/stable/18215... 23913
Paolo Bernardi @paolobernardi.bsky.social · 06/10/2026CRITICAL. Drones attacked 2 (Turkish) cargo vessels in the Bulgarian corridor of the Black Sea. One sank, the other one disabled. Putin escalating toward Europe; at starting Ukraine occupation he clearly stated his intentions. 041
Reposted by Paolo BernardiShipwreck @shipwreck75.bsky.social · 03/10/2026🤔 U.S.-Russia Talks on Ukraine Now Involve an Oil Deal Tied to Trump Allies www.nytimes.com/2026/10/03/u...nytimes.comU.S.-Russia Talks on Ukraine Now Involve an Oil Deal Tied to Trump Allies (Gift Article)President Vladimir V. Putin brought up a sale of Russian energy assets with President Trump’s envoys, Jared Kushner and Steve Witkoff, pushing a deal that raises new questions about conflicts of inter... 1011436
Paolo Bernardi @paolobernardi.bsky.social · 30/09/2026Imagine being a tech company and your streamed conference call is not working because connection is deemed unsecure... 001
Paolo Bernardi @paolobernardi.bsky.social · 28/09/2026NVDA announced buy back is 1.2 times NI LTM, already inflated by equity stakes gains on other AI investments. It seems very different structurally than AAPL’ one. AAPL buyback is ex-growth, with no customer-financing book, at 2% coupons. NVDA is doing it while underwriting its own demand. ⤵️ 110
Reposted by Paolo BernardiScott Horton @robertscotthorton.bsky.social · 24/09/2026Jan-Werner Müller: "Many people in the United States have come to understand how voices from the center—supposedly moderate by definition—can in fact strengthen right-wing extremism. Perhaps the mistakes observed in America can still be avoided in Europe." Precisely. www.faz.net/aktuell/feui...faz.netWie die vermeintliche politische Mitte den Rechtsextremismus stärkt„Das hilft doch nur den Rechten“: Mit dieser Losung kritisierten liberale politische Theoretiker die vermeintlichen Exzesse des Bürgerrechtsschutzes. Ihr reaktionärer Zentrismus hat selbst nur den Rec... 2368
Reposted by Paolo BernardiShipwreck @shipwreck75.bsky.social · 26/09/2026Strait of Hormuz flows are hovering at ~13-14 million barrels a day (7-day average). That's about the same as the brief peak in July. But with two notable difference: a) Iranian flows are zero (rather than ~2m b/d); b) all flows are fresh loadings, rather than pre-loaded tankers.-Bloomberg 310224
Reposted by Paolo BernardiTravis @coloradotravis.bsky.social · 25/09/2026People are apparently considering wearing something made by Meta made on their face. Incredible. 2312
Paolo Bernardi @paolobernardi.bsky.social · 24/09/2026 $ORCL balance sheet is fragile and its revenue is concentrated in one unprofitable company. If they go down companies that have recorded revenue stretching GAAP rule, recognizing as sales today sales that are spanning 5 years period, plus the circular financing ones, are in big trouble. 000
Reposted by Paolo BernardiMichael Pettis @michaelpettis.bsky.social · 22/09/2026Bloomberg: "Chinese gold imports through August topped 1,000 tons, surpassing the total posted for the whole of 2025." www.bloomberg.com/news/article...bloomberg.comChina’s Gold Imports Top 1,000 Tons on Strong Investment DemandChinese gold imports are at record levels this year, helped by a slump in international prices and a firmer yuan. 2157
Paolo Bernardi @paolobernardi.bsky.social · 21/09/2026Palantir CEO is SNL Fred Armisen Nicholas Fehn… you can’t unsee this 😅 www.instagram.com/reel/DaZMX75...instagram.comInstagramCreate an account or log in to Instagram - Share what you're into with the people who get you. 010
Paolo Bernardi @paolobernardi.bsky.social · 19/09/2026China’s path is quite similar to Japan’s. Credit expansion (fueled by land-backed loans) and business activity expansion. Imbalances exported. Credit tightening meant even more exports (but with increasingly diminishing returns). Japan businesses next step was kudos (hollowing out)⤵️ 141
Reposted by Paolo BernardiShipwreck @shipwreck75.bsky.social · 17/09/2026A political adviser to the IRGC commander, Mohammad Bakr Zo-Alkadar, said the Strait of Hormuz will remain closed as long as Donald Trump and Benjamin Netanyahu hold power. 25302108
Paolo Bernardi @paolobernardi.bsky.social · 17/09/20264.5T ? Is massive and it will be disruptive 030
Reposted by Paolo BernardiMediazona English @en.zona.media · 15/09/2026A food historian who once represented Russia at the World Expo has been handed a hefty prison sentence in a closed-door trial over a 2022 Telegram post about Bucha. He refuses to abandon his anti-war stance en.zona.media/article/2026...en.zona.media“Undeniably political”. Celebrated food historian Pavel Syutkin sentenced to 6 years in Moscow over posts against the war in UkraineA Moscow court sent prominent Russian food historian Pavel Syutkin who once officially represented the country at a world fair has been sentenced to prison for six years on charges... 041
Reposted by Paolo BernardiShipwreck @shipwreck75.bsky.social · 15/09/2026Denmark summoned the Russian ambassador after a Russian frigate fired two flares at a Danish military helicopter in international waters off Gedser, one passing close to the aircraft. - Danish Armed Forces 214047
Paolo Bernardi @paolobernardi.bsky.social · 15/09/2026ICIJ investigation another must read. London' ICBC continued to serve high risk clients including sanctioned Russian and Belarusian business owners. Capital but also non-bank 'services' (similar to a famous Russian bank). "Authoritarian capital, in the end is quite corrosive capital". 120
Reposted by Paolo BernardiMichael Pettis @michaelpettis.bsky.social · 15/09/20263/3 The former is a proxy for GDP and the latter for consumption. When GDP grows faster than consumption, the economy must balance either with a rise in investment or a surge in the trade surplus. In August, fixed asset investment plunged 7.2% year to date, deepening from a 6.7% fall in July. 0132
Reposted by Paolo BernardiShipwreck @shipwreck75.bsky.social · 15/09/2026Saudi Arabia has activated early warnings across Yanbu, Taif, Jeddah, Abha and Jazan. Pretty significant fire in distance and numbers tonight. 827259
Reposted by Paolo BernardiShipwreck @shipwreck75.bsky.social · 15/09/2026The Houthis launched attacks using ballistic missiles and drones against civilian targets in Khamis Mushait, Abha and Taif. The attacks resulted in 13 civilian injuries, ranging from minor to moderate. Seven houses and two vehicles were damaged. 37819
Reposted by Paolo BernardiShipwreck @shipwreck75.bsky.social · 14/09/2026Damaged Saudi oil pipeline reportedly out of service 'several weeks'.-AP 819744
Paolo Bernardi @paolobernardi.bsky.social · 14/09/2026🧵(1/7) Watch out for next 10Q from ORCL. June 22nd 10b5-1 has been killed; when adopted was $8.75B; at 7.5B "too undervalued" Larry can't sell ... Ellison has 346million shares (30% of his position) pledged as collateral for personal debt; now is 40B 👀 = the collateral is half the size used to be ⤵️ 111
Reposted by Paolo BernardiAnne Applebaum @anneapplebaum.wsocial.eu · 14/09/2026Your regular reminder: If the Russians stop fighting, the war ends. If the Ukrainians stop fighting, their land will be occupied, their leaders will be killed, their history and language will be erased, their children will be kidnapped to serve Russia. 5953728013399
Reposted by Paolo BernardiKeubiko 🇨🇦 🇺🇸🏳️🌈🏳️⚧️🇺🇦 💪 @keubiko.bsky.social · 13/09/2026At least diesel isn’t used for much. 5374
Reposted by Paolo BernardiShipwreck @shipwreck75.bsky.social · 13/09/2026Boris Johnson was aboard the train hit by a Russian drone near the Polish border today, but he's thought to be unharmed - DerSpiegel 18254108
Reposted by Paolo BernardiLUBACH @lubach.nl · 11/09/2026Trump keeps changing his story about 9/11 ! #LUBACH 8216113
Reposted by Paolo BernardiKarl Schamotta @karl-schamotta.bsky.social · 11/09/2026It's hardly a new observation, but with foreign private sector capital flows into the US absolutely bodying the official sector, the "reserve currency" conception of the dollar is increasingly inappropriate. It's a "portfolio" or "funding" currency now, and has been for a while: 35313
Reposted by Paolo BernardiShipwreck @shipwreck75.bsky.social · 11/09/2026Saudi Arabian oil pipeline system hit by projectiles triggering fires edition.cnn.com/2026/09/11/p...edition.cnn.comSaudi Arabian oil pipeline system hit by projectiles triggering fires | CNN PoliticsA key oil pipeline system in Saudi Arabia was struck by projectiles on Thursday, according to two US officials familiar with the matter. 1017172
Paolo Bernardi @paolobernardi.bsky.social · 11/09/2026After today CPI, things I am watching and status 001
Reposted by Paolo BernardiAnonymous @opdeatheaters.bsky.social · 11/09/2026Prosecutors in Poland, Norway and Latvia and police in Britain report that the US Justice Department is stonewalling their investigations and has not answered their Epstein evidence requests for over a year. #OpDeathEaters www.yacnews.com/european-inv...yacnews.comEuropean investigators report that the US Justice Department has not answered Epstein evidence requestsProsecutors in Poland, Norway and Latvia and police in Britain report that the US Justice Department is stonewalling their investigations and has not answered their Epstein evidence requests for over ... 10242123
Paolo Bernardi @paolobernardi.bsky.social · 10/09/2026Yesterday a barrel of oil reached $100 today $109. We are in the scenario B of the report we sent out last Sunday and updated yesterday. It can move quickly up from there. And no matter what tomorrow CPI says FED must hike... Druckenmiller seems having similar views. 020
Paolo Bernardi @paolobernardi.bsky.social · 10/09/2026Stan is for a hike. “... members on the Fed who keep saying fed funds rates are restrictive are just ridiculous,” “Given what’s going on in the economy and the capital spending boom and the war for capital, if anything, [bond yields seem] a little low,” giftarticle.ft.com/giftarticle/... 🎁giftarticle.ft.comStanley Druckenmiller says US borrowing costs still ‘a little low’ despite surge in yieldsClose ally of Kevin Warsh says Federal Reserve officials who argue rates are restrictive are ‘just ridiculous’ 130
Reposted by Paolo BernardiRory Johnston @roryjohnston.bsky.social · 10/09/2026The most interesting piece of data in this latest monthly OPEC report is a direct communication from Saudi Arabia stuffed in a footnote—Saudi crude **production** cratered through August to the lowest level since 1990. 214646
Paolo Bernardi @paolobernardi.bsky.social · 10/09/2026Very good read from prof @pkrugman.bsky.social paulkrugman.substack.com/p/bessent-an...paulkrugman.substack.comBessent and the BondsBig talk, but he carries a very small stick 000
Reposted by Paolo BernardiFinTwitter @fintwitter.bsky.social · 10/09/2026ECB INTEREST RATE DECISION (SEP) ACTUAL: 2.65% VS 2.40% PREVIOUS; EST 2.65% 011