iiinova — where your digital self keeps evolving

Will @willstewart.bsky.social · 07/10/2025

I see Ray Dalio finally moved on from today is the 1930s. Now it’s the 1970s.

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Will @willstewart.bsky.social · 07/10/2025

For those asking about these metals. Gold is like a physical bitcoin.

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Will @willstewart.bsky.social · 16/09/2025

Folks, I’m signing off from this website as well as the others. I value the engagement and will miss those of you who I don’t personally know. If you want to talk, call me or send me a text. ✌️

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Will @willstewart.bsky.social · 15/09/2025

This is an extremely important point. One that we all need to come to realize. Not just about Charlie Kirk, but about everyone and every issue that is filtered through the social media ecosystem.

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Will @willstewart.bsky.social · 13/09/2025

Best post I’ve seen in a while

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Will @willstewart.bsky.social · 07/09/2025

I’m no tennis expert but these two guys look like they could dominate the sport for years to come.

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Will @willstewart.bsky.social · 22/08/2025

Perhaps I’m wrong. But I think it’s very unlikely that the Qs collapse or that this is a dot-com bust.

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George Pearkes @peark.es · 17/08/2025

Sitting in Costco parking lot. Daughter napping in back. I started with a 97% state of charge yesterday, did 105 miles with a trailer (don’t ask), another 52 miles without, and ran a tailgate (fans, slow cooker, hot dog roller, interior AC) off my truck for four hours. Why do ppl have range anxiety?

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Will @willstewart.bsky.social · 09/08/2025

Alright so what week will Sanders take over as the starting QB in Cleveland?

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Stinson Dean @lumber.trading · 04/08/2025

So what next? I think Sept sells off. We now have duties priced into the market but it’s significantly overpriced vs what we are paying in physical markets. In fact, the CoT report shows a *massive* commercial short position as a % of open interest at 72%. Are you smarter than the smart money?

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Stinson Dean @lumber.trading · 04/08/2025

I’ve been surprised to see September lumber futures grind higher over the past 3 weeks. With July futures expiring so soft (basically going off near the post tariff sell-off in May), I thought we’d see Sept chase the weak July expiration. But it has just slowly posted higher gains.

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George Pearkes @peark.es · 30/07/2025

Fed holds the 4.25%-4.50% Fed Funds target range in July.

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Will @willstewart.bsky.social · 27/07/2025

The idea behind this view is that many folks that would normally be looking to buy a home are not doing so, because of high rates, perceived high prices, etc. So they are using that money to partake in the experience economy. And also to invest in high flying speculative stuff.

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Will @willstewart.bsky.social · 25/07/2025

@bencarlson007.bsky.social & @downtownjoshbrown.bsky.social making this argument on Animal Spirits & Compound pod this week. They also expand the argument beyond my take about travel/experiences spend. They & their guests make a strong argument it’s contributing to crypto & meme stocks inflows too.

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 21/07/2025

The S&P 500's rebound from April is now 26%, a move so extreme it's divided consumer sentiment in half - if you own stocks (top 30% of households), confidence is back. If you don't, sentiment is at the lows of '22. When people say "the consumer" is doing this or that, ask "which consumer?"

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Will @willstewart.bsky.social · 19/07/2025

If there is one thing that most folks get wrong about investing (RE, stocks, bonds, etc) it’s the belief that “what goes up must come down.” When did Apple or for that matter the S&P 500 “revert to the mean”? As Josh and JC said in the pod, volatility is what reverts to the mean—not asset prices.

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George Pearkes @peark.es · 17/07/2025

There's some room to fall further but not a ton - we are still badly underbuilt and the pipeline is collapsing.

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Will @willstewart.bsky.social · 16/07/2025

This administration just likes to feed rumors and nonsense to the media to just everyone tuned in. Best thing to do is tune it all out. There are things being done that will eventually cause real problems. Some of it will be after he is gone. For now, it’s a bull market. No matter what he says.

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Will @willstewart.bsky.social · 16/07/2025

I used to get so mad at MLB. It was like “guys you’ve got the best sport in the world and the powers that be constantly do stupid stuff that refuses to bring the game into the 21st century.” But these last few years they have really turned it around. Pitch clock, replay, field of dreams, Ricketts!

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Will @willstewart.bsky.social · 16/07/2025

Also MLB has really figured things out the last few years. There is no way on earth that pre Manfred they would have had a HR derby swing off. Both the tv product and the live in person product are so improved over what it was. I rank a live MLB game over NFL & NBA now days.

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Will @willstewart.bsky.social · 16/07/2025

I hope they showed the AARON tribute on tv. That was really spectacular. And I have no idea how they did it.

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Will @willstewart.bsky.social · 16/07/2025

MLB made much more intelligent music choices in Atlanta than the NFL did.

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Will @willstewart.bsky.social · 13/07/2025

With the #2 pick the Angels select Tyler bremner

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Will @willstewart.bsky.social · 13/07/2025

I’m thinking I might Woj the MLB draft. Aka post the picks a couple mins before they are on tv

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Bryan Grantham @bryanmgrantham.bsky.social · 13/07/2025

Costco finally deciding it wants to be a serious company you love to see it

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Will @willstewart.bsky.social · 12/07/2025

Red Sox pitcher injured trying to beat Simpson to 1B. @conorsen.bsky.social

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Will @willstewart.bsky.social · 11/07/2025

As we predicted last night. It’s basically on nothing that impacts the overall economy.

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Will @willstewart.bsky.social · 10/07/2025

Wow this website finally turned on the option to have alerts!

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Will @willstewart.bsky.social · 04/07/2025

The debt argument is so tired. Fiscal conservatives lost a long time ago. Liberals are unwise to make that argument now. IMO there’s a lot to like in the tax bill. If you want to attack it attack the Medicaid cuts, the ice funding, & defacto declaring china the winner on energy.

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Will @willstewart.bsky.social · 02/07/2025

3 new Zach Bryan songs this morning.

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Will @willstewart.bsky.social · 30/06/2025

They do need to say it. But right now nothings going to matter. The bill will pass. It will become law. And people will have to experience the negative impacts of it. Only then will it matter.

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 30/06/2025

Young people in cities aren’t voting for socialism, they’re voting for something better than whatever leads to $29 sandwiches and the monetary feudalism of the current system, according to Garrett Baldwin themoneyprinter.substack.com/p/you-didnt-... You Didn’t Kill Capitalism. The Fed Did.

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Will @willstewart.bsky.social · 27/06/2025

Market is also screaming the tariffs aren’t real and that whatever is eventually implemented will be irrelevant to the economy.

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Will @willstewart.bsky.social · 27/06/2025

The market can be wrong and it can quickly change its mind. But right now it’s making a hard statement that the Fed won’t get so far behind the curve that labor deteriorates to the point of a recession.

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