iiinova — where your digital self keeps evolving

Andrew Papenheim @papenhe.im · 5h

what’s this i’m hearing about an election

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Andrew Papenheim @papenhe.im · 02/10/2026

cannot tell if he is about to roll up the rim or bolt through that door

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Guy Berger @econberger.bsky.social · 02/10/2026

People keep asking me if the BLS jobs data is being tampered with for political reasons, and given the strength of other sources in September it's time to joke "yes, they're faking data to make the job market look worse than it actually is" [JOKE!!!]

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NPV10 @npv10.bsky.social · 01/10/2026

I keep going back to this and it just feels like a really callous dismissal of lived experiences of people like myself: having to manage quarterly pe marks to counter the rise in wacc... you know how annoying it is to change a biz plan in october??

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Andrew Papenheim @papenhe.im · 30/09/2026

you’re gonna love pharmaprix, brexit island. it’s– well it’s a loblaw with higher and also usually inaccurate price information

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Andrew Papenheim @papenhe.im · 30/09/2026

“The Bloomberg keyboard used by ‘Bond King’ Bill Gross has his login and password taped on the front.”

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Andrew Papenheim @papenhe.im · 28/09/2026

still trying to figure out conoscopy. well and other stuff. i got many things! spectroscope with a turntable that does both reflectance and transmission, little calcite dichroscope fitting one’s ring finger, different lighting and magnification to make the results of a london dichro show up clearer…

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Joseph Cotterill @jsphctrl.ft.com · 24/09/2026

You can now pick up the Meta/Blue Owl Project Beignet bonds (secured, rated A+) at a 7.3% yield, or about the same as Mexico’s (unsecured, BBB-rated) US dollar bonds at a similar maturity.

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Andrew Papenheim @papenhe.im · 22/09/2026

they accept CARDS at the gnocchi window in toronto

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Andrew Papenheim @papenhe.im · 22/09/2026

sometimes everyone really IS against you

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Andrew Papenheim @papenhe.im · 21/09/2026

i think they take mir cards in minsk, maybe try that

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Andrew Papenheim @papenhe.im · 20/09/2026

“there will be no facility like this anywhere in the world” that’s right

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Andrew Papenheim @papenhe.im · 20/09/2026

fantastic software that has made my party trick of identifying bird feathers, probable migratory destinations of that population of that bird given [location] at [time], rambling about trivalent europium, the treaty of seeb, and handle on TSX firms down to ~$125MM market cap far less interesting

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Andrew Papenheim @papenhe.im · 20/09/2026

yknow not to gas myself up too much but i did resolve three more optic figures tonight

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Andrew Papenheim @papenhe.im · 20/09/2026

anyone have 🔗 cnn international is currently cultural programming out of nairobi

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Andrew Papenheim @papenhe.im · 20/09/2026

the man sures does hate camp david

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Andrew Papenheim @papenhe.im · 19/09/2026

katie, specifically, has disclosed the largest single-name in her IRA as the REEs miner in california that popped when the US president announced it would be (a) partially nationalized and (b) offered price protection so idk maybe don't do stuff like that. it looks like what it looks like, and such

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Andrew Papenheim @papenhe.im · 19/09/2026

letting out a triumphant "yes!" (sanitized, this is a family website) that i resolved an optic figure with an interference sphere groaning that it's an airy's spiral in what was supposed to be a heliodor

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Andrew Papenheim @papenhe.im · 19/09/2026

i've no recollection of any so-called "screening mechanism" and am interested to hear from the danish MFA what they represent they've agreed to

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Andrew Papenheim @papenhe.im · 18/09/2026

no one in the US cares about discretionary tariff authority.

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Andrew Papenheim @papenhe.im · 18/09/2026

going to need clarity on "all other needs" and "sensitive investments"

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Metro North Capital @metronorthcapital.bsky.social · 18/09/2026

An amazing deal that allows us to operate a military base on Greenland.

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Andrew Papenheim @papenhe.im · 18/09/2026

can they get the WX ticker back it is currently being used by a dog-theme levered ETF

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Andrew Papenheim @papenhe.im · 18/09/2026

it is very good that people who are not me are in charge of interfacing with this podcaster and bourbon white-labeller playing a lawyer in real life

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Helene Meisler @hmeisler.bsky.social · 18/09/2026

The bears have come out of hibernation.

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Andrew Papenheim @papenhe.im · 18/09/2026

AIFs are very high in Canada as they have been deliberately designed to be very high. This has very little to do with the ownership structure of concessionaires for the buildings on top of it. Unlike the US and most of Europe, the airports are on Crown land. We charge ground rent on that Crown land.

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Pwnallthethings @pwnallthethings.bsky.social · 18/09/2026

US elites saying "Canada is being vindictive" without engaging with how this started--the US imposing its will over CA to crush their economy--and then saying "I think Canada is mean and stupid and should instead do as I say" isn't just commentary, it's *the very issue* Canada is hedging against

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rev. howard arson @theophite.bsky.social · 18/09/2026

the first thing Democrats should do in 2029 is to tax the sale of voting dual-class stock according to its percentage of the total control of the corporation rather than its book value

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eggnog slut @deus01.bsky.social · 18/09/2026

At least Canadian and American banks agree on what mandate means

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Andrew Papenheim @papenhe.im · 17/09/2026

in re "is the us president aberrant?" yes, probably. many of his views are idiosyncratic. can canada afford to renegotiate its treaty relationship with the united states every four years? as presently constituted no. that is a waste of our time and yours. but more of ours.

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Tuffy @smtuffy.bsky.social · 17/09/2026

Mandate seems a little sexiest, no? Like, surely women date too?

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Andrew Papenheim @papenhe.im · 17/09/2026

look. i'm sympathetic to this, i admire many american institutions as best of breed envies of the world. UPS routing. bloomberg terminals. dollar clearing. it is absurd that the country that designed the iphone cares about fucking iphone screwing. how do i sell serial perfidy to the canadian people

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Andrew Papenheim @papenhe.im · 17/09/2026

european coal and steel canada

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Andrew Papenheim @papenhe.im · 17/09/2026

please just strike me down if i am ever in danger of having to maintain a lawn

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Andrew Papenheim @papenhe.im · 17/09/2026

I don't understand what Washington doesn't understand. The through-line between chert in the Témiscouata and the Torngats and beavers at Lachine and grain elevators at Fort William is that this country cannot be autarkic in function.

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Luke Kawa @ljkawa.bsky.social · 17/09/2026

JPMorgan’s commodities team: “For the first time since the start of the Iran conflict, we don’t have a baseline view. We simply don’t know how to model the endgame.”

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Spreadsheet enjoyer 🇨🇦🇪🇺 @bluser12.bsky.social · 16/09/2026

America is primary source of global instability right now and Carney seems to be the only Western leader who has a vision of how we move forward with this version of America

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Calliope @calliope5431.bsky.social · 17/09/2026

Yes, this a bog-standard internal factional battle among the 26-year-old Nazi staffers and comms managers.

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Ivan the K ™ @ivanthek.bsky.social · 16/09/2026

Warsh has learned from Trump to pick the multiple choice questions he likes from eager reporters. Fed reporters need to learn to ask ONE question.

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Andrew Gelston @agelston.bsky.social · 16/09/2026

I am the house

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Andrew Papenheim @papenhe.im · 16/09/2026

rate cut cake is taking a hike through the black forest today 😊

chocolate domingo butter cake with morello cherry preserves, chantilly, and ganache

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Blurry TV Headlines @blurrytvheadlines.numbergoup.com · 16/09/2026

FED UNANIMOUSLY RAISES BENCHMARK RATE 25 BPS TO 3.75%-4% RANGE

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Andrew Papenheim @papenhe.im · 16/09/2026

welcome to the EU, country that produces counterfeit Président butter in cornwall (not the cornwall you are thinking of. not the one that would kinda make sense.)

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Sam Lowe @samuelmarclowe.bsky.social · 16/09/2026

Countries with an association agreement with the EU: Algeria Chile Egypt Georgia Israel Jordan Lebanon Moldova Morocco Palestine (interim) Tunisia Costa Rica El Salvador Guatemala Honduras Nicaragua Panama Ukraine

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Ursula von der Leyen @vonderleyen.ec.europa.eu · 16/09/2026

Dear @mark-carney.bsky.social, we want to bring the relationship with Canada to the highest level possible. I would like to work with you on opening the door for Canada to being the first associate member of the EU. And create a common prosperity and economic security space.

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Andrew Papenheim @papenhe.im · 16/09/2026

no, “winnipeg” is not a good id on this “granite.” are you kidding. be specific. i like specific.

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FinTwitter @fintwitter.bsky.social · 15/09/2026

*OPENAI WEIGHS FUNDING ROUND AT $1.2T VALUATION BEFORE IPO: FT

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Matt Darling @besttrousers.bsky.social · 15/09/2026

“There’s an old saying in Schelling—I know it’s in Hayek, probably in Schelling—that people acting independently can produce outcomes that nobody intended. The first time as tragedy; the second time as… as… it’s funny if it happens again.”

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