iiinova — where your digital self keeps evolving

VK @vkmacro.bsky.social · 28/09/2026

Tightening in BoE/ Sonia basis? You know it’s @moyeen.bsky.social ‘s time to shine

VK @vkmacro.bsky.social · 19/09/2026

Question for @tobiasharris.bsky.social how do you rank the Japanese media landscape? Which outlets are most reputable? Do certain outlets have a bias etc?

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VK @vkmacro.bsky.social · 15/09/2026

While markets are going through their own battles in rates (particularly in Europe) oil/ diesel crisis etc, I’ve had my own with a baby that only sleeps for 1,5 hours

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VK @vkmacro.bsky.social · 12/09/2026

I’ve officially joined the dad club ☺️

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VK @vkmacro.bsky.social · 01/09/2026

Probably most cba/ disillusioned I’ve been with the whole AI stuff given mass extrapolation of data going on now, and general poor waking of analysis. But stocks look ok from val perspective. In June they did not

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VK @vkmacro.bsky.social · 25/08/2026

One of the toughest parts of having a real seat is constantly putting on and maintain risk Strats like me have the luxury of picking and choosing like 5 trades a year at opportune moments which isn’t the game being played on the other side

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VK @vkmacro.bsky.social · 25/08/2026

Any good longs that are cheap atm?

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VK @vkmacro.bsky.social · 25/08/2026

A lot of this seems to be about choices. We chose to do less in some areas and a lot more in others?

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VK @vkmacro.bsky.social · 21/08/2026

What are some shows that hold up v well over time? For example: only fools and horses. Still hilarious

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VK @vkmacro.bsky.social · 17/08/2026

Let me get this straight, Trump gets his ass handed to him in historic fashion by Iran and his next move is to… checks notes… suck up to North Korea??

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VK @vkmacro.bsky.social · 15/08/2026

Pretty crappy article. terra and luna aren’t OAI’s flagship model. For opus, input token costs haven’t changed since 4.5 $5 per per 1mn input tokens and fable 5 is $10 So why is opus 5 being half price relevant? Basic research would help the

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VK @vkmacro.bsky.social · 13/08/2026

Hyperscaler roi is now sorted - so in theory we could start getting bubble over time.

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FinTwitter @fintwitter.bsky.social · 13/08/2026

DIESEL CRACKS RISE ABOVE $98.00, AN ALL-TIME HIGH, AFTER REPORTS SAY YEMEN'S HOUTHIS ATTACKED ARAMCO REFINERY IN SAUDI ARABIA

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VK @vkmacro.bsky.social · 13/08/2026

They will beat this and that gives you the $2tn valuation

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VK @vkmacro.bsky.social · 05/08/2026

@domw.bsky.social - on your chart - have you got something similar using MoF full budget projections?

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VK @vkmacro.bsky.social · 04/08/2026

Banks have ripped since I thought the earnings were too good

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VK @vkmacro.bsky.social · 02/08/2026

my 2c: It’s genuinely really hard to trace back any of Japan’s fx weakness to its fiscal position. You can trace back to monetary but even there the explanation is incomplete. Japan’s nisa flows and corporate outbound FDI activity are far better drivers. On latter fiscal actually helps not hurts!

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VK @vkmacro.bsky.social · 31/07/2026

I haven’t read the hyperscaler reports yet, but what is it about the revenues now, aside from just valuation and positioning that is encouraging investors now? Is it services like bedrock and azure foundry? Or further acceleration in cloud as backlogs come to fruition

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VK @vkmacro.bsky.social · 30/07/2026

Took profit on snowflake, one of my best trades but sized completely wrong

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VK @vkmacro.bsky.social · 30/07/2026

I don’t think it’s fair to say this was all Leopold given even non AI stuff was falling - like space basket has absolutely shit the bed.

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VK @vkmacro.bsky.social · 30/07/2026

Not a fan of Mann. Not because I don’t think a hike is wrong - it could be fine - but her flip flopping isn’t helpful. What is her framework beyond fading marker pricing

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VK @vkmacro.bsky.social · 29/07/2026

Sad about Jim, he was a legend

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VK @vkmacro.bsky.social · 27/07/2026

Having not done training at a large investment bank is both a blessing and a curse for me I’ve missed out on years of training (amazing primers, exposure etc) and experience but gained different experience and hopefully a different way of thinking. Random comment from seeing some of the primers

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VK @vkmacro.bsky.social · 26/07/2026

Germany and UK seems a big outlier here

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VK @vkmacro.bsky.social · 26/07/2026

How common is having a nanny in the US?

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VK @vkmacro.bsky.social · 26/07/2026

It’s very funny when you go from medium reasoning to high or extra high for a task/ query and the quality of output deteriorates.

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VK @vkmacro.bsky.social · 25/07/2026

Agree w both Edward and Claudia’s comments here.

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VK @vkmacro.bsky.social · 25/07/2026

Latest Anth and OAI numbers

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VK @vkmacro.bsky.social · 23/07/2026

Seems like defense spending in US will also get ramped up again?

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VK @vkmacro.bsky.social · 23/07/2026

Does anyone here have a good sense of why Us defence systems have struggled so much with Iranian drones and missiles? Stuff seems to be getting through every day and hitting targets

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George Pearkes @peark.es · 22/07/2026

And I ooop $GOOGL

Chart showing GOOGL capex % of OCF crossing above 100% in Q2, well ahead of estimates.

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VK @vkmacro.bsky.social · 22/07/2026

SPGI and MCO peaked exactly as momentum bottomed

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Carl Quintanilla @carlquintanilla.bsky.social · 22/07/2026

“Real yields on U.S. 10-year Treasuries have reached the highest since 2023.” @bloomberg.com

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VK @vkmacro.bsky.social · 21/07/2026

Really interesting to see 8-16% gains across many AI names today on nothing

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VK @vkmacro.bsky.social · 20/07/2026

People thought Anth could be an Obama like entity, instead we got Harris

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VK @vkmacro.bsky.social · 20/07/2026

Been said by many , but top top article by Ben Thompson today.

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VK @vkmacro.bsky.social · 17/07/2026

Housing data today was solid and first person I thought of was @conorsen.bsky.social

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VK @vkmacro.bsky.social · 15/07/2026

Suddenly v happy with my 2k sandisk sale

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it’s me, aubrey plaza accord @sellingtheta.bsky.social · 15/07/2026

memory is having it's silver moment, but record low correlations continue to protect the indices

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VK @vkmacro.bsky.social · 15/07/2026

In other cycles this would be seen as “peak bank” earnings right? They were extremely good across the park.

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VK @vkmacro.bsky.social · 08/07/2026

IMO first order assessment of meta’s compute sales are likely wrong: It goes like: meta has already overbuilt and renting compute shows future capex too high. Instead truth is more that it’s compute demand is patchy without a widely used model, this helps monetise gaps

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VK @vkmacro.bsky.social · 01/07/2026

Can anyone help me understand what’s in this chart and why the % to gdp is so low on a levels basis?

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VK @vkmacro.bsky.social · 24/06/2026

Do find this interesting

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VK @vkmacro.bsky.social · 24/06/2026

What happened to itb today?

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Dom White @domw.bsky.social · 23/06/2026

Three charts, since the UK's fiscal position is in the news (again). Any discussion of this issue really needs to recognise (i) the long average maturity of UK government debt, and (ii) the tightening already baked into the UK government's fiscal plans. (1/4)

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it’s me, aubrey plaza accord @sellingtheta.bsky.social · 22/06/2026

the long dated OTM calls in things like MU and SNDK are something you’ve never seen before. Dec strikes *double* the current level of the stock prices have deltas over 60

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VK @vkmacro.bsky.social · 19/06/2026

Summer London is absolute top

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