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.
That was awesome.
US Gold Medal Women's Hockey
🥇
US Gold Medal Women's Hockey
🥇
February 19, 2026 at 8:56 PM
That was awesome.
US Gold Medal Women's Hockey
🥇
US Gold Medal Women's Hockey
🥇
HAWKISH!!!
Fed governor Stephen Miran suggests that if he had to submit a rate projection for 2026 on current data, he would pencil in 100 bps in cuts this year, instead of the 150 bps he submitted at the December forecast round. www.thepeg.co/p/transcript...
TRANSCRIPT: Fed Governor Stephen Miran talks rates, stablecoins and AI
In an exclusive interview with the Peg, Stephen Miran outlines his views on inflation, AI labour displacement, balance sheet policy, and much more.
www.thepeg.co
February 19, 2026 at 5:48 PM
HAWKISH!!!
Fed's Daly thinks we're still around 75 bps above neutral on the target Fed Funds rate. Other than the politically motivated, which employers are screaming that interest rates are too restrictive?
Jobless claims update: Another week of low U.S. initial claims and stable continuing claims, suggesting no change in the low-hire, low-fire equilibrium.
February 19, 2026 at 4:54 PM
Fed's Daly thinks we're still around 75 bps above neutral on the target Fed Funds rate. Other than the politically motivated, which employers are screaming that interest rates are too restrictive?
Trump says we'll see if we have a deal with Iran in, maybe 10 days. He's a poor poker player.
February 19, 2026 at 3:09 PM
Trump says we'll see if we have a deal with Iran in, maybe 10 days. He's a poor poker player.
AND HE STILL COULDN'T KEEP ALONSO AND DIAZ??
February 19, 2026 at 2:57 PM
AND HE STILL COULDN'T KEEP ALONSO AND DIAZ??
Reposted by Ivan the K ™☑️
Yesterday's "Black History Month" event at the White House would have been the right time for Trump to announce he has ordered flags flown at half mast to recognize the passing of civil rights icon Jesse Jackson. But he's no Charlie Kirk amirite.
February 19, 2026 at 1:46 PM
Yesterday's "Black History Month" event at the White House would have been the right time for Trump to announce he has ordered flags flown at half mast to recognize the passing of civil rights icon Jesse Jackson. But he's no Charlie Kirk amirite.
Reposted by Ivan the K ™☑️
UK: Prince Andrew arrested.
South Korea: Former President Yoon sentenced for life.
Brazil: Former President Bolsonaro serving a 27-year sentence.
USA: President Trump demands $10 billion payout from taxpayers.
South Korea: Former President Yoon sentenced for life.
Brazil: Former President Bolsonaro serving a 27-year sentence.
USA: President Trump demands $10 billion payout from taxpayers.
February 19, 2026 at 1:08 PM
UK: Prince Andrew arrested.
South Korea: Former President Yoon sentenced for life.
Brazil: Former President Bolsonaro serving a 27-year sentence.
USA: President Trump demands $10 billion payout from taxpayers.
South Korea: Former President Yoon sentenced for life.
Brazil: Former President Bolsonaro serving a 27-year sentence.
USA: President Trump demands $10 billion payout from taxpayers.
U.S. DEC TRADE DEFICIT $70.3 BLN (CONSENSUS $55.5 BLN)
February 19, 2026 at 1:33 PM
U.S. DEC TRADE DEFICIT $70.3 BLN (CONSENSUS $55.5 BLN)
This could be the most informative conference call tidbit this quarter.
* WALMART CEO - FOR HOUSEHOLDS EARNING BELOW $50,000, WE CONTINUE TO SEE THAT WALLETS ARE STRETCHED - CONF CALL
* WALMART CEO - IN Q4 MAJORITY OF THE SHARE GAINS CAME FROM HOUSEHOLDS MAKING MORE THAN $100,000 - CONF CALL
@reuters.com #$WMT
* WALMART CEO - IN Q4 MAJORITY OF THE SHARE GAINS CAME FROM HOUSEHOLDS MAKING MORE THAN $100,000 - CONF CALL
@reuters.com #$WMT
February 19, 2026 at 1:25 PM
This could be the most informative conference call tidbit this quarter.
Finally, the FBI goes after criminal elements associated with Jeffrey Epstein.
Oh, wait.
Oh, wait.
The British police on Thursday arrested Andrew Mountbatten-Windsor, formerly known as Prince Andrew, over suspicions of misconduct in public office after accusations that he shared confidential information with Jeffrey Epstein while serving as a British trade envoy.
Follow live: nyti.ms/4aExJIJ
Follow live: nyti.ms/4aExJIJ
February 19, 2026 at 1:07 PM
Finally, the FBI goes after criminal elements associated with Jeffrey Epstein.
Oh, wait.
Oh, wait.
I held this post up to the light.
February 19, 2026 at 12:29 PM
I held this post up to the light.
After Kevin Hassett said on national cable TV that the authors of this Fed research should be disciplined, I would add a couple of questions to this line of inquiry.
PLEASE SOMEONE ASK KEVIN WARSH ABOUT THIS IN HIS CONFIRMATION HEARING
NY Fed report says Americans pay for almost all of Trump's tariffs reut.rs/4643ERt
February 19, 2026 at 12:26 PM
After Kevin Hassett said on national cable TV that the authors of this Fed research should be disciplined, I would add a couple of questions to this line of inquiry.
February 19, 2026 at 12:03 PM
USA Today didn't get Kevin Hassett's DISCIPLINE memo.
February 19, 2026 at 11:31 AM
USA Today didn't get Kevin Hassett's DISCIPLINE memo.
How am I supposed to remember this?
February 19, 2026 at 1:11 AM
How am I supposed to remember this?
Did Idris Elba not read the script for season 2 of Hijack before he re-upped?
February 19, 2026 at 12:31 AM
Did Idris Elba not read the script for season 2 of Hijack before he re-upped?
Grape Nuts on line 1.
we agree LLMs can be dumb, but ... so can humans?
February 18, 2026 at 8:39 PM
Grape Nuts on line 1.
"Hello, economy."
TRUMP: I WILL ADDRESS THE ECONOMY AT THE STATE OF THE UNION
February 18, 2026 at 8:34 PM
"Hello, economy."
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.