Ivan the K ™☑️
@ivanthek.bsky.social
I ask a lot of questions. Lead Independent Director of Finance Bluesky. Portfolio Mangler. Take each post with a grain of sea salt. Not opinions of Bridgewater LLC.
Pinned
Ivan the K ™☑️
@ivanthek.bsky.social
· Oct 27
I WENT TO WALTER REED HOSPITAL TO GET A BRAIN SCAN. THE DOCTORS FOUND NOTHING.
This administration is generating a lot of Streisand effects, lately.
February 18, 2026 at 7:56 PM
This administration is generating a lot of Streisand effects, lately.
If I didn't know any better, I would say that the recent crypto bounce was front-running an anticipated pop from the Mar-a-Lago crypto confab, and lately we're seeing its unwind.
February 18, 2026 at 7:45 PM
If I didn't know any better, I would say that the recent crypto bounce was front-running an anticipated pop from the Mar-a-Lago crypto confab, and lately we're seeing its unwind.
Bitcoin wants to ruin more lives.
February 18, 2026 at 7:39 PM
Bitcoin wants to ruin more lives.
I wonder how much debate went into the construction of this meeting's minutes, which, as I understand it, are still voted on by voting FOMC members.
In Fed speak, "some" is larger than "several" which means those in the group with a higher bar ("clear indication" that disinflation is "back on track") to resume cutting is larger than the "several" who see a lower bar to resume cutting.
Also, some would've supported more neutral language on cuts
Also, some would've supported more neutral language on cuts
February 18, 2026 at 7:30 PM
I wonder how much debate went into the construction of this meeting's minutes, which, as I understand it, are still voted on by voting FOMC members.
OMG. it's much worse than I thought.
"We certainly appreciate being able to be the exclusive partner."
—CNBC's Sara Eisen at the Liberty World Forum, a crypto venture founded by the Trump family, among others.
"We certainly appreciate being able to be the exclusive partner."
—CNBC's Sara Eisen at the Liberty World Forum, a crypto venture founded by the Trump family, among others.
CNBC is platforming the Grifter Bros.
SMDH.
SMDH.
February 18, 2026 at 3:47 PM
OMG. it's much worse than I thought.
"We certainly appreciate being able to be the exclusive partner."
—CNBC's Sara Eisen at the Liberty World Forum, a crypto venture founded by the Trump family, among others.
"We certainly appreciate being able to be the exclusive partner."
—CNBC's Sara Eisen at the Liberty World Forum, a crypto venture founded by the Trump family, among others.
There are elements on Bluesky who are good reminders for Dems of the obstacles to approaching unity that pose a headwind to achieving their electoral aspirations.
February 18, 2026 at 3:35 PM
There are elements on Bluesky who are good reminders for Dems of the obstacles to approaching unity that pose a headwind to achieving their electoral aspirations.
CNBC is platforming the Grifter Bros.
SMDH.
SMDH.
February 18, 2026 at 3:29 PM
CNBC is platforming the Grifter Bros.
SMDH.
SMDH.
My simple philosophy on mutes and blocks (platform agnostic):
✅ Block toxicity (prevents spread)
✅ Mute stupidity (prevents eyerolling)
✅ Block toxicity (prevents spread)
✅ Mute stupidity (prevents eyerolling)
February 18, 2026 at 2:34 PM
My simple philosophy on mutes and blocks (platform agnostic):
✅ Block toxicity (prevents spread)
✅ Mute stupidity (prevents eyerolling)
✅ Block toxicity (prevents spread)
✅ Mute stupidity (prevents eyerolling)
👀
RUBIO HAS HELD SECRET TALKS WITH RAUL CASTRO'S GRANDSON: AXIOS
February 18, 2026 at 1:24 PM
👀
I can't believe he's still campaigning for Fed Chair.
HASSETT: NY FED STUDY ON TARIFFS WORST IN FED'S HISTORY HASSETT: AUTHORS OF NY FED TARIFF STUDY SHOULD BE DISCIPLINED
February 18, 2026 at 1:13 PM
I can't believe he's still campaigning for Fed Chair.
🎯
The documents required are expensive. If voter ID is so extraordinarily necessary, the federal government could spend money to create a free universal proof-of-citizenship card. Why hasn't it?
Perhaps because it's really NOT that necessary? Or because that would help poor people vote?
Perhaps because it's really NOT that necessary? Or because that would help poor people vote?
Sen. Mike Rounds on concerns that women will be disenfranchised by the SAVE America Act: "If you get married, you show them your marriage certificate and you're on your way once again"
February 17, 2026 at 10:26 PM
🎯
Nice try by @michaelsantoli.bsky.social to get Netflix's co-CEO to have Netflix bid against itself in its quest for Warner Brothers.
February 17, 2026 at 9:35 PM
Nice try by @michaelsantoli.bsky.social to get Netflix's co-CEO to have Netflix bid against itself in its quest for Warner Brothers.
This was a first for me today:
On the phone with customer service call center at a financial services firm. Human answers the phone and introduces himself as a virtual assistant (?!).
I had a 10-minute call with this guy who was obviously reading a chatbot's responses off a screen.
Weird.
On the phone with customer service call center at a financial services firm. Human answers the phone and introduces himself as a virtual assistant (?!).
I had a 10-minute call with this guy who was obviously reading a chatbot's responses off a screen.
Weird.
February 17, 2026 at 8:37 PM
This was a first for me today:
On the phone with customer service call center at a financial services firm. Human answers the phone and introduces himself as a virtual assistant (?!).
I had a 10-minute call with this guy who was obviously reading a chatbot's responses off a screen.
Weird.
On the phone with customer service call center at a financial services firm. Human answers the phone and introduces himself as a virtual assistant (?!).
I had a 10-minute call with this guy who was obviously reading a chatbot's responses off a screen.
Weird.
Is she the first FOMCer to quantify this during this cycle?
DALY: WE HAVE 75 BASIS POINTS ROUGHLY TO GO UNTIL GET TO NEUTRAL
February 17, 2026 at 8:25 PM
Is she the first FOMCer to quantify this during this cycle?
The ",79," is everything in this headline. 😂
February 17, 2026 at 8:16 PM
The ",79," is everything in this headline. 😂
I think my health insurer's favorite words are:
"Your plan paid $0.00."
"Your plan paid $0.00."
February 17, 2026 at 6:26 PM
I think my health insurer's favorite words are:
"Your plan paid $0.00."
"Your plan paid $0.00."
Whatever happened to Bill Gross?
February 17, 2026 at 6:01 PM
Whatever happened to Bill Gross?
NARRATOR: The "one place" will be this winter's heating bill.
February 17, 2026 at 5:58 PM
NARRATOR: The "one place" will be this winter's heating bill.
Worst independent board seat award has to go to the Warner directors.
February 17, 2026 at 3:19 PM
Worst independent board seat award has to go to the Warner directors.
Countdown to Defense Production Act rumors...
".. The resulting price spikes are starting to look a bit like the Weimar Republic’s hyperinflation."
@bloomberg.com #$MU
www.bloomberg.com/news/article...
@bloomberg.com #$MU
www.bloomberg.com/news/article...
Rampant AI Demand for Memory Is Fueling a Growing Chip Crisis
A growing procession of tech industry leaders including Elon Musk and Tim Cook are warning about a global crisis in the making: A shortage of memory chips is beginning to hammer profits, derail corpor...
www.bloomberg.com
February 17, 2026 at 12:58 PM
Countdown to Defense Production Act rumors...