iiinova — where your digital self keeps evolving

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Matt Darling @besttrousers.bsky.social · 15h

So true.

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WarTranslated (Dmitri) @wartranslated.bsky.social · 27/09/2026

Zelenskyy reported Russia launched 277 strike drones overnight, with 155 being jet-powered models. In Kyiv, strikes damaged two kindergartens, two schools, residential buildings, and the Saudi ambassador residence, leaving dead and dozens injured. A sports school and an orphanage were also hit.

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austin (e/accordion 🪗) @thebadcode.com · 24/09/2026

the real reason you should anthropomorphize LLMs is that like 8% of your brain by volume is dedicated to processing social rules and why would you leave all that hardware on the table?

en.wikipedia.org

Wason selection task - Wikipedia

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 25/09/2026

GS: Realized hyperscaler return on invested capital has declined from 40% to 25%

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U.S. Bureau of Labor Statistics @usbls.bsky.social · 24/09/2026

57% of workers have flexible schedules; 34% of workers sometimes work at home www.bls.gov/news.release... #ATUS #BLSdata

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LiveSquawk @livesquawknews.bsky.social · 23/09/2026

US DoE Crude Oil Inventories (W/W) 18-Sep: +2.969M (est -690K; prev -640K) - Distillate: -428K (est -680K; prev +1.585M) - Cushing: +2.266M (prev -342K) - Gasoline: -1.686K (est +500K; prev +794K) - Refinery: -2.80% (est -0.70%; prev -1.00%) www.eia.gov/petroleum/su...

eia.gov

Weekly Petroleum Status Report - U.S. Energy Information Administration (EIA)

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Urban Carmel @ukarlewitz.bsky.social · 23/09/2026

Market reacting to today's PMI data. It's a silly measurement, not accurate with respect to the economy or future equity returns. Why? One small firm expanding a tiny bit is counts the same as the largest firm contracting by a massive amount. That's how diffusion indices work. Noise not signal

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Carl Quintanilla @carlquintanilla.bsky.social · 22/09/2026

American Petroleum Institute, on a diesel #ExportBan ⛽️

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Tom Hearden @followtheh.bsky.social · 21/09/2026

July 23, 1929 Dec 21, 1999 Sep 21, 2026 $SPX up 1% and within 1% of all-time high and more new 52 week lows than 52 week highs made in the session. h/t Jason Goepfert

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Yen-han Chen 陳彥翰 🇹🇼🇺🇸🇺🇦 @chen-yenhan.bsky.social · 21/09/2026

The President of the United States is attempting to support Russia's war effort against a liberal democracy at the expense of the US's closest ally.

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Yen-han Chen 陳彥翰 🇹🇼🇺🇸🇺🇦 @chen-yenhan.bsky.social · 21/09/2026

I should also remind people that Taiwan's military has not really fought since 1958. Pretending the PLA is weak won't defeat China. China has the ambitions of a world-class military, and people should take them seriously.

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Helene Meisler @hmeisler.bsky.social · 20/09/2026

For those who observe Yom Kippur, have an easy fast

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Urban Carmel @ukarlewitz.bsky.social · 21/09/2026

This is regarded as the weakest week of the year

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 18/09/2026

Three Steps and a Stumble #Fed $SPY $STUDY

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Peri K. Lean @trident40.bsky.social · 17/09/2026

Good thread & worth a read, but this part stuck out. I would unironically love to see an A/B test or study results on hiding from/restricting to mutuals. Does restricting to mutuals increase toxic behavior or lessen it vs hiding from mutuals? Results could inform moderation policies & metrics.

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 17/09/2026

Wow look at some of these Consumer Discretionary drawdowns (from 52wk high) @finviz_com

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George Pearkes @peark.es · 16/09/2026

SEP adds 25 bps to rate forecast for 2026, 50 bps to 2027/2028. Those are both more hawkish than expected by 25 bps. 2029 forecast 25 bps above economist consensus.

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Urban Carmel @ukarlewitz.bsky.social · 16/09/2026

In the past, US equities weak 1-3 mo after first rate hike, even if it occurs with SPX near an ATH (like now)

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Yen-han Chen 陳彥翰 🇹🇼🇺🇸🇺🇦 @chen-yenhan.bsky.social · 15/09/2026

When people tell me that US hostility toward research will drive people into China's arms, I tell them that China (in 2026) is a country that deeply fears talent and knowledge.

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Carl Quintanilla @carlquintanilla.bsky.social · 15/09/2026

SOFI’s LIZ THOMAS: “.. We noted that diesel prices could rise to $6.65/gal by election day based on trends five days ago. Well, trends have worsened — diesel surpassed $6.26/gal already. I think the odds of a diesel export ban announcement before midterms is high.” ⛽️

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LiveSquawk @livesquawknews.bsky.social · 15/09/2026

US Senate Majority Leader Thuine: 'Open To Considering' Diesel Export Ban

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Augur Infinity @augurinfinity.bsky.social · 15/09/2026

Do rising yields hurt stocks? This chart focuses exclusively on periods when yields were rising and further divides them based on whether growth was strengthening or weakening. The distinction is clear: rising yields were a meaningful headwind for stocks when accompanied by weakening growth.

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

(WSJ) - American oil executives warned for months that the prolonged closure of the Strait of Hormuz was bound to cause a fuel crisis. Now, they say it is here. @wsj.com $CVX www.wsj.com/business/ene...

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Liberty View @libertyview.bsky.social · 13/09/2026

A couple of points. (Also, Bessent is an ass.) The pipeline to the Red Sea is useless when the Strait of Mandeb (bab-al-Mandab) is blocked by the Houthis and supertankers don't fit through Suez. Strait of Hormuz is a transit point for vast amounts of fertilizers and aluminum.

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 13/09/2026

Trump rejects calls for AI slowdown @seekingalpha ...together with inflation being "beautiful" and a tariff second coming, not sure we can dub DJT as a populist anymore

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Michael Clemens @mclem.org · 13/09/2026

This will devastate our research+innovation capacity, bedrock of the 21st century economy. 35% of *all* employed people in the US with STEM PhD degrees are both foreign-born *and* graduated from a US university. —> nap.nationalacademies.org/resource/292... Shutting them out is extremist folly.

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Jakub Janovsky @rebel44cz.bsky.social · 13/09/2026

Perun-o-clock: Wartime Emergency Weapons - How nations Simplify, Substitute or Suffer through Arms Shortages www.youtube.com/watch?v=q5NQ...

youtube.com

Wartime Emergency Weapons - How nations Simplify, Substitute or Suffer through Arms Shortages

YouTube video by Perun

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Mick Ryan @warinthefuture.bsky.social · 13/09/2026

"Offensive operations are still possible in modern war. But they need the intellectual effort to develop new techniques to make them viable and repeatable at scale." A review of potential implications of recent Ukrainian counteroffensives in the east & south. mickryan.substack.com/p/ukraine-bu...

mickryan.substack.com

Ukraine Builds New Forms of Offensive Manoeuvre

What Ukraine’s recent counteroffensives in the south and east tell us about the status of the war on the ground, and what they might mean for the trajectory of the conflict in 2026 and 2027.

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 12/09/2026

S&P 500 sector valuations... Staples is now more expensive than Tech @factset

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Scott Horton @robertscotthorton.bsky.social · 12/09/2026

Elon Musk’s family foundation took Tommy Robinson to Russia, says Musk’s father. Can there be any doubt that Musk is collaborating with Putin to destroy democracy, and that Traitor Tommy is one of their greasy little tools? An FBI probe established repeated secret Putin-Musk communications.

theguardian.com

Elon Musk’s family foundation took Tommy Robinson to Russia, says Musk’s father

Errol Musk says far-right activist is ‘a fine young man’ and held meetings with Russian business figures

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Jesse Felder @jessefelder.com · 10/09/2026

“Most indicators suggest the AI equity boom is nearing an end,” Capital Economics’ senior market economist James Reilly said Thursday in a note. www.cnbc.com/2026/09/10/w...

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George Pearkes @peark.es · 09/09/2026

Personal Heuristic: if the lead story on the NY Times website is about the bond market, fade whatever's happening.

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Quantian @quantian.bsky.social · 08/09/2026

Dancing very very VERY close to saying “OpenAI stole our almost-complete proof of Navier-Stokes from internal access to our ChatGPT sessions because they were desperate to scoop Anthropic” which is absolutely 100% a believable thing OpenAI would do right now cims.nyu.edu/~tristanb/st...

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Carl Quintanilla @carlquintanilla.bsky.social · 06/09/2026

OPEN AI CHIEF SCIENTIST: “This is a time that calls for extreme caution. .. .. models are becoming superhuman in their ability to break in and out of computer systems .. no one is prepared for the consequences.. The risks .. are unfortunately going to grow from here.” openai.com/index/an-ali...

openai.com

An Alien Mind

Jakub Pachocki reflects on increasingly capable AI and the challenge of keeping it aligned. He calls for stronger safeguards and international coordination.

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vegavandal.bsky.social @vegavandal.bsky.social · 06/09/2026

Cash allocations near all time low Overweight equities highest since Nov ‘21 Consumer stocks in the bin

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Carl Quintanilla @carlquintanilla.bsky.social · 05/09/2026

PARCL LABS: “.. Colorado single family home sellers did it. It's the first state I have ever seen to officially crack as an entire state 50% of every single family home for sale undergoing price cuts.”

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Evergreen Intel @vcdgf555.bsky.social · 05/09/2026

Thanks, James. It's a good list.

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Bob Elliott @bobeunlimited.bsky.social · 04/09/2026

An interesting note from @samjsutton's Morning Money today that just happened to align with a curiously strong employment report that contrasted with much weaker data from ADP & Paychex.

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Easy Markets @easymarkets.bsky.social · 04/09/2026

This was one of the most popular economic indicators in the 2010s. Everyone seems to have decided it’s no longer important… Maybe the US is immune now, but China is clearly slowing.

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Julia Coronado @jc-econ.bsky.social · 04/09/2026

Big upside surprise in Aug hiring after big downside in July, smoothing through noise hiring seems to be running slightly above the breakeven leading to some downward drift in the unemployment rate. There is really no reason for the Fed not to raise rates in Sept

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Urban Carmel @ukarlewitz.bsky.social · 04/09/2026

Aug NFP of 162k vs 55k expected. 90% confidence interval is +/-120k, so any print 40-280k is statistically indistinguishable from expected. This wasn't a blowout. Remember that ‘blowout’ May NFP of 172k. Final revision: 63k. Anyone learn from this? Same day employment reactions are the worst.

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Conor Sen @conorsen.bsky.social · 03/09/2026

At some point charts like these will reverse but the first warning sign will be capex stocks down a lot. Until they go down a lot you should assume recession risk due to an AI bust is low:

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Invictus @tbpinvictus.bsky.social · 02/09/2026

Spending on data center construction is masking weakness in the overall construction spend. And it's not trivial.

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LiveSquawk @livesquawknews.bsky.social · 02/09/2026

US Factory Orders (M/M) Jul: 0.9% (est 0.7%; prev -0.3%; prev R -0.2%) - Factory Orders Ex-Trans (M/M): 0.6% (est 0.4%; prev -0.4%)

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