iphawk
@iphawk.bsky.social
Stocks, Finance, Data, Philly Sports
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iphawk
@iphawk.bsky.social
· Jan 12
I appreciate Trump making the case for me to stay OW Developed Markets EX US and some Emerging Market.
Kind of easy.
Kind of easy.
People getting new jobs is a really good thing.
February 11, 2026 at 1:42 PM
People getting new jobs is a really good thing.
Not Ugly. Pretty funny after Navarro yesterday.
Nonfarm Payrolls, 130K Vs. 65K Est. (prev. 50K)
Unemployment Rate, 4.3% Vs. 4.4% Est. (prev. 4.4%)
Hourly Earnings, 3.7% Vs. 3.7% Est. (prev. 3.8%)
Nonfarm Payrolls, 130K Vs. 65K Est. (prev. 50K)
Unemployment Rate, 4.3% Vs. 4.4% Est. (prev. 4.4%)
Hourly Earnings, 3.7% Vs. 3.7% Est. (prev. 3.8%)
Ready for an ugly jobs print this morning.
February 11, 2026 at 1:33 PM
Not Ugly. Pretty funny after Navarro yesterday.
Nonfarm Payrolls, 130K Vs. 65K Est. (prev. 50K)
Unemployment Rate, 4.3% Vs. 4.4% Est. (prev. 4.4%)
Hourly Earnings, 3.7% Vs. 3.7% Est. (prev. 3.8%)
Nonfarm Payrolls, 130K Vs. 65K Est. (prev. 50K)
Unemployment Rate, 4.3% Vs. 4.4% Est. (prev. 4.4%)
Hourly Earnings, 3.7% Vs. 3.7% Est. (prev. 3.8%)
Ready for an ugly jobs print this morning.
February 11, 2026 at 10:52 AM
Ready for an ugly jobs print this morning.
Gold/Silver and Bitcoin/Crypto barfing back to last week's lows would be pretty funny.
February 10, 2026 at 8:52 PM
Gold/Silver and Bitcoin/Crypto barfing back to last week's lows would be pretty funny.
This is exactly how you do it.
HOOOOOO boy.
Rep. LaMonica McIver (D-N.J.): "Do you consider yourself a religious man?"
Lyons: "Yes ma'am."
McIver: "How do you think Judgement Day will work for you with so much blood on your hands?"
"Do you think you're going to hell, Mr. Lyons?"
Rep. LaMonica McIver (D-N.J.): "Do you consider yourself a religious man?"
Lyons: "Yes ma'am."
McIver: "How do you think Judgement Day will work for you with so much blood on your hands?"
"Do you think you're going to hell, Mr. Lyons?"
February 10, 2026 at 7:19 PM
This is exactly how you do it.
Its a shame Silicon Valley ended. They would be absolutely cooking with the nonsense going on over the last 4 years.
February 10, 2026 at 4:59 PM
Its a shame Silicon Valley ended. They would be absolutely cooking with the nonsense going on over the last 4 years.
Total Incompetence.
Peter Navarro: "The jobs report comes out tomorrow. We have to revise our expectations down significantly for what a monthly job number should look like ... Wall Street has to adjust for the fact that we're deporting millions of illegals out of the job market."
February 10, 2026 at 2:56 PM
Total Incompetence.
December retail sales pretty bad.
US Retail Sales Advance (M/M): Dec: 0.0% (est 0.4%; prev 0.6%)
Retail Sales Ex Auto (M/M): 0.0% (est 0.4%; prev 0.5%; prev R 0.4%)
Retail Sales Ex Auto and Gas (M/M): 0.0% (est 0.4%; prev 0.4%; prev R 0.3%)
US Retail Sales Advance (M/M): Dec: 0.0% (est 0.4%; prev 0.6%)
Retail Sales Ex Auto (M/M): 0.0% (est 0.4%; prev 0.5%; prev R 0.4%)
Retail Sales Ex Auto and Gas (M/M): 0.0% (est 0.4%; prev 0.4%; prev R 0.3%)
February 10, 2026 at 1:32 PM
December retail sales pretty bad.
US Retail Sales Advance (M/M): Dec: 0.0% (est 0.4%; prev 0.6%)
Retail Sales Ex Auto (M/M): 0.0% (est 0.4%; prev 0.5%; prev R 0.4%)
Retail Sales Ex Auto and Gas (M/M): 0.0% (est 0.4%; prev 0.4%; prev R 0.3%)
US Retail Sales Advance (M/M): Dec: 0.0% (est 0.4%; prev 0.6%)
Retail Sales Ex Auto (M/M): 0.0% (est 0.4%; prev 0.5%; prev R 0.4%)
Retail Sales Ex Auto and Gas (M/M): 0.0% (est 0.4%; prev 0.4%; prev R 0.3%)
Reposted by iphawk
1/ ProPublica collected handwritten letters in mid-January from children held at the Dilley Immigration Processing Center, the same facility where 5-year-old Liam Conejo Ramos was taken.
Hundreds of kids are still detained.
We’ll let the children’s words speak for themselves. 🧵
Hundreds of kids are still detained.
We’ll let the children’s words speak for themselves. 🧵
February 9, 2026 at 12:25 PM
1/ ProPublica collected handwritten letters in mid-January from children held at the Dilley Immigration Processing Center, the same facility where 5-year-old Liam Conejo Ramos was taken.
Hundreds of kids are still detained.
We’ll let the children’s words speak for themselves. 🧵
Hundreds of kids are still detained.
We’ll let the children’s words speak for themselves. 🧵
The halftime show is time to refill drinks, get more food and pee.
February 9, 2026 at 3:30 AM
The halftime show is time to refill drinks, get more food and pee.
Reposted by iphawk
Massie on Howard Lutnick: "He should just resign. Three people in Great Britain resigned for less than what we've seen Howard Lutnick lie about. He clearly went to the island, if we believe what's in these files. He was in business with Jeffrey Epstein."
February 8, 2026 at 4:29 PM
Massie on Howard Lutnick: "He should just resign. Three people in Great Britain resigned for less than what we've seen Howard Lutnick lie about. He clearly went to the island, if we believe what's in these files. He was in business with Jeffrey Epstein."
Not sure if anyone has written it:
It's kind of funny that PE/PC is financing big tech AI build out that will destroy their underlying PE companies and borrowers.
It's kind of funny that PE/PC is financing big tech AI build out that will destroy their underlying PE companies and borrowers.
February 8, 2026 at 10:34 PM
Not sure if anyone has written it:
It's kind of funny that PE/PC is financing big tech AI build out that will destroy their underlying PE companies and borrowers.
It's kind of funny that PE/PC is financing big tech AI build out that will destroy their underlying PE companies and borrowers.
Reposted by iphawk
February 7, 2026 at 6:09 PM
Reposted by iphawk
Finneas is better at political messaging than 99% of the Democratic consultants in DC.
February 6, 2026 at 8:44 PM
Finneas is better at political messaging than 99% of the Democratic consultants in DC.
Well how about that.
I think it was a lot of leveraged players long the same stuff getting absolutely blown out. Silver, crypto, AI, and software stocks.
Look out above when its finally unwound and lots of people are caught offsides.
Look out above when its finally unwound and lots of people are caught offsides.
February 6, 2026 at 9:40 PM
Well how about that.
Reposted by iphawk
I don’t want to laugh at a small business but also VERY funny
February 6, 2026 at 1:40 PM
I don’t want to laugh at a small business but also VERY funny
JPMorgan was out this morning with their Model Portfolio updates. Below is 60/40:
Took down Active Growth ETF 2%
Reduced Fixed income 1% into Equity
Increased International Value (I am long very long here)
1% sector bets in Tech XLK and Comms XLC
Took down Active Growth ETF 2%
Reduced Fixed income 1% into Equity
Increased International Value (I am long very long here)
1% sector bets in Tech XLK and Comms XLC
February 6, 2026 at 5:26 PM
JPMorgan was out this morning with their Model Portfolio updates. Below is 60/40:
Took down Active Growth ETF 2%
Reduced Fixed income 1% into Equity
Increased International Value (I am long very long here)
1% sector bets in Tech XLK and Comms XLC
Took down Active Growth ETF 2%
Reduced Fixed income 1% into Equity
Increased International Value (I am long very long here)
1% sector bets in Tech XLK and Comms XLC
Pretty ugly tech bounce. Value is the new momentum (has been for a few months).
February 6, 2026 at 3:17 PM
Pretty ugly tech bounce. Value is the new momentum (has been for a few months).
Has anyone actually used Claude Opus 4.6? The model that destroys SAAS.
February 6, 2026 at 2:02 PM
Has anyone actually used Claude Opus 4.6? The model that destroys SAAS.
Reposted by iphawk
This is overt racism. Full stop. There’s no ‘misinterpretation’ and no excuse. This is who he is, who he’s always been, and why he should never be anywhere near power again. And there’s a reason the tapes from The Apprentice have never been released.
February 6, 2026 at 8:26 AM
This is overt racism. Full stop. There’s no ‘misinterpretation’ and no excuse. This is who he is, who he’s always been, and why he should never be anywhere near power again. And there’s a reason the tapes from The Apprentice have never been released.
Dropped 10lbs since the start of the year (nearly all eating, not on fat injection). About 9 more to go until back to wedding weight in 2021.
February 5, 2026 at 7:19 PM
Dropped 10lbs since the start of the year (nearly all eating, not on fat injection). About 9 more to go until back to wedding weight in 2021.
It is a really good time to be an asset allocator and/or stock picker. Prove your worth and earn those fees.
February 5, 2026 at 6:13 PM
It is a really good time to be an asset allocator and/or stock picker. Prove your worth and earn those fees.