iiinova — where your digital self keeps evolving

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Helene Meisler @hmeisler.bsky.social · 17/09/2026

NAAIM Exposure 71.9 Lowest since Spring lows

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George Pearkes @peark.es · 16/09/2026

Warsh speaking now

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Justin Wolfers @justinwolfers.bsky.social · 16/09/2026

Fed decided to raise rates by a quarter of a percentage point, and -- more importantly -- the decision was unanimous. Markets will be happy that the chair has decided to signal he's more of a Serious Kevin than a Sockpuppet Kevin (which was their main concern).

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George Pearkes @peark.es · 16/09/2026

Fed hikes 25 bps to 3.75%-4.00% as expected.

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Carl Quintanilla @carlquintanilla.bsky.social · 14/09/2026

“.. Moynihan described what sales and trading revenue would be for the fiscal third quarter using one word: flat.” @barrons.com $BAC www.barrons.com/articles/ban...

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Koyfin @koyfin.bsky.social · 10/09/2026

Apple's new iPhone Duo will let you view your portfolio and apply for jobs on the same screen. $AAPL

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Diane Swonk @dianeswonk.bsky.social · 10/09/2026

The producer price index jumped 0.4% in August on higher energy prices, in-line with expectations. That is prior to the recent surge in oil and seems somewhat stale. What is more worrisome is where the price hikes were. They were heavily in diesel and heating fuel.

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George Pearkes @peark.es · 10/09/2026

That chart is busy but the idea is to illustrate how wide estimates are depending on what you track. The first two approaches get you a 0.004 and 0.055 R^2 since 2019 respectively, the nowcast 0.53. Takeaway: PPI consistent with still-hot core PCE, but everything rests on CPI tomorrow.

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Luke Kawa @ljkawa.bsky.social · 08/09/2026

“Microsoft also reports that it actually paid $6.5 billion to the Irish government (and another $5.5 billion in tax in other foreign jurisdictions), more than the $6.25 billion it paid to the U.S. Treasury.” www.cfr.org/articles/the...

cfr.org

The U.S. Corporate Tax Base That Now Resides in Ireland | Council on Foreign Relations

America’s largest companies often pay more tax in Dublin than they do in D.C.

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Diane Swonk @dianeswonk.bsky.social · 28/08/2026

My take on Fed Chair Warsh speech. His disdain for forward guidance was overwhelmed by a need to underscore Fed independence & persistence of inflation. Markets filled in the void in his remarks by ⬆️ September rate hike odds. kpmg.com/us/en/articl...

kpmg.com

Warsh speaks, markets infer

No hand-holding.

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Bob Elliott @bobeunlimited.bsky.social · 28/08/2026

Every measure of the Taylor rule suggests short-term rates should be 100-200+bps higher than current levels based on economic conditions. www.atlantafed.org/research-and...

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WuTangIsForTheChildren @wutangforchildren.bsky.social · 26/08/2026

Buckingham Palace band playing 9 to 5 for Dolly Parton

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George Pearkes @peark.es · 19/08/2026

slightly hawkish skew in the minutes *FED: MANY SAID HIKE LIKELY NEEDED IF INFLATION DIDN'T DECLINE *FED: PARTICIPANTS JUDGED INFLATION RISKS WERE SKEWED TO UPSIDE also: *FED: CHAIRMAN ASKED COMMITTEE FOR INPUT ON MEETING SCHEDULE

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Tony Holland @tjholland.com · 06/07/2026

I am doing well but my own sentiment is in the tank. I don't do much social media but it seeps into everything

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 06/07/2026

This is an absolute show-stopper of a chart from Dr. David Kelly at JPM, it shows the complete and utter disconnect between consumer sentiment and the stock market. We have never before seen such a disconnect between how people are feeling and how they're actually doing.

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Bill McBride @calculatedrisk.bsky.social · 02/07/2026

"Both total nonfarm payroll employment (+57,000) and the unemployment rate (4.2 percent) changed little in June." Well below consensus and previous 2 months revised down sharply.

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Helene Meisler @hmeisler.bsky.social · 15/06/2026

Great chart from Kevin Gordon at Schwab (from Vandatrack)

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Jim Barrineau @jwb12.bsky.social · 10/06/2026

This is CORE inflation, while headline goes over 4%. If the Fed has even the most lukewarm commitment to a 2% inflation target, they have to hike rates.

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Helene Meisler @hmeisler.bsky.social · 01/06/2026

I say this with all seriousness. If you are looking for any war news to move the market down, I think you are looking in the wrong place.

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Michael LaFrance @mlafrance.bsky.social · 25/05/2026

A livestream of a volcano in the Philippines captured a meteor crashing to Earth today. What are the odds? Mayon Volcano, Location: Albay, Luzon, Philippines

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FinTwitter @fintwitter.bsky.social · 21/05/2026

U.S. NATIONAL DEBT OFFICIALLY HITS $39 TRILLION, RISING BY APPROXIMATELY $5 BILLION PER DAY SINCE OCTOBER - REPORTS

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Helene Meisler @hmeisler.bsky.social · 18/05/2026

Good morning. Here is your Monday morning attempt at boosting stocks. Who needs prediction markets when he is so predictable?

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Tony Holland @tjholland.com · 17/05/2026

Wowsa. I am a full time trader and I dont trade this much.

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Bob Elliott @bobeunlimited.bsky.social · 15/05/2026

Data today continues to show that US manufacturing is weak and softening. Quite the contrast to all the folks around here desperately trying to make the case that some kind of boom is happening.

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Helene Meisler @hmeisler.bsky.social · 14/05/2026

NAAIM Exposure 77 Color me surprised.

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Bob Elliott @bobeunlimited.bsky.social · 11/05/2026

No sign of an increase in US oil production since the war began.

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onion person @junlper.beer · 06/05/2026

funniest thing i’ve ever seen

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Helene Meisler @hmeisler.bsky.social · 05/05/2026

Yesterday's VIX put/call ratio was .16. Second time sub 20 in a week.

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 04/05/2026

Brent crude oil highest settle in almost 4 years $114

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Carl Quintanilla @carlquintanilla.bsky.social · 29/04/2026

TUDOR JONES: “.. We're 252% of stock market cap-to-GDP. In 1929 we were 65%. In 1987 we got to ~85-90%. In 2000, 170%. “.. Since 1970, we get a mean reversion about every 10 years. Let's say mean revert to the past 25 or 30-year PE. That would be a 30, 35% decline.” youtu.be/S31J5ACsOqU?...

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Tony Holland @tjholland.com · 27/04/2026

As I read the news today it is crystal clear that our most pressing need as a nation is a new ballroom for our leader.

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Tony Holland @tjholland.com · 27/04/2026

What a crazy story. And scary

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 20/04/2026

Dan Schulman is the new CEO of Verizon and he is predicting 20 to 30% unemployment within the next 2 to 5 years due to AI. Not a typo. He thinks 1/3 of people currently employed will lose their jobs by 2030.

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Bill McBride @calculatedrisk.bsky.social · 22/04/2026

Zillow: "Zillow economists just published their updated 12-month forecast, projecting that U.S. home prices—as measured by the Zillow Home Value Index—will shift +0.0% between March 2026 and March 2027." With 3% inflation, that is a decline in real prices.

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JJ in DC @jjindc.bsky.social · 20/04/2026

😬 THAT'S NOT GOOD – The Air Force VIP jet (SAM236 – tail: 99-0004) departs Pakistan after only a few hours on the ground 👀

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Carl Quintanilla @carlquintanilla.bsky.social · 16/04/2026

(Bloomberg) - Former Treasury Secretary Henry Paulson called on US authorities to prepare a back-up plan in order to avert a potential collapse in demand for Treasuries — an event that he warned would have “vicious” effects. @bloomberg.com www.bloomberg.com/news/article...

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Tony Holland @tjholland.com · 07/04/2026

I am traveling but still trying to keep up. So is it a taco or is he going to nuke a whole country. What the he'll is happening?

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Bill McBride @calculatedrisk.bsky.social · 05/04/2026

WTI Oil at $114.56 (gasoline will be close to $5 nationally if this gets above $120)

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Bob Elliott @bobeunlimited.bsky.social · 02/04/2026

The meme crowd starts trading oil.

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Tony Holland @tjholland.com · 31/03/2026

I have really been trying to understand the reason for Iran. From what I can tell Jared convinced Trump that bombing Iran would make him popular and Trump and Hegseth really like watching stuff blow up on the screens. I cant seem to find any other reason that makes sense

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Helene Meisler @hmeisler.bsky.social · 31/03/2026

How hedged up are folks? The ETF put/call ratio's 21 dma is now higher than during the Tariff Tantrum.

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FinTwitter @fintwitter.bsky.social · 27/03/2026

The Iranian response to the US peace proposal is expected later today - CBS Reporter citing sources familiar with the matter.

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Tony Holland @tjholland.com · 26/03/2026

$SPY Structural Update (Mar 27): Major new Put Wall at $640 (45k OI). This is safety net for Friday. Price $645.09 is deep in Negative Gamma. Volatility expands here as dealers must sell into drops to hedge. Pivot: Hold $645 for a relief bounce to $648; lose $644 for a swift flush to the $640 floor

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