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BloombridgeCap
@jonosaka.bsky.social
When Tyranny becomes Law, Rebellion becomes Duty
Pinned
ABOLISH ICE
Reposted by BloombridgeCap
This has happened against my wishes, and I’m genuinely dismayed by it.

Not because people can’t disagree with my words, but because self-censorship driven by fear (Trump threatening to sue the BBC) should concern all of us. /3
November 25, 2025 at 9:26 AM
Reposted by BloombridgeCap
This sentence was taken out of a lecture they commissioned, reviewed through the full editorial process, and recorded four weeks ago in front of 500 people in the BBC Radio Theatre.

I was told the decision came from the highest levels within the BBC. /2
November 25, 2025 at 9:26 AM
Reposted by BloombridgeCap
I wish I didn’t have to share this. But the BBC has decided to censor my first Reith Lecture.

They deleted the line in which I describe Donald Trump as “the most openly corrupt president in American history.” /1
November 25, 2025 at 9:26 AM
Reposted by BloombridgeCap
“.. The Russian input came from Kirill Dmitriev, a Kremlin envoy with close ties to Putin .. They brought him to Miami .. for what would be three days of intensive discussions and extended conversation at Witkoff’s home ..”

@wsj.com
www.wsj.com/world/russia...
November 25, 2025 at 11:42 AM
Reposted by BloombridgeCap
Plus, wasn’t the whoel idea that Kushner was going to sit this Administration out so he could focus on private business deals supposedly without conflict (which was always a joke)?
“.. The Russian input came from Kirill Dmitriev, a Kremlin envoy with close ties to Putin .. They brought him to Miami .. for what would be three days of intensive discussions and extended conversation at Witkoff’s home ..”

@wsj.com
www.wsj.com/world/russia...
November 25, 2025 at 11:50 AM
Reposted by BloombridgeCap
TIMIRAOS: ".. Powell is likely to weigh two approaches .. The first: cut rates, as markets now expect, and use the exquisitely negotiated post-meeting statement to signal a higher bar for further reductions."

@wsj.com
www.wsj.com/economy/cent...
Fed Chair Powell’s Allies Provide Opening for December Rate Cut
A divided committee, missing data and a whiff of stagflation leave Powell to choose between two paths—each with drawbacks
www.wsj.com
November 25, 2025 at 12:19 PM
Reposted by BloombridgeCap
$VIX trying to sneak back under 20
November 25, 2025 at 12:19 PM
Reposted by BloombridgeCap
NEW: Peter Thiel, JD Vance’s top donor and one of Silicon Valley’s most powerful men, recently called Pope Leo XIV a tool of the Antichrist — and directly told the vice president not to listen to him.
NEW: JD Vance’s Top Donor Suggests Pope Leo XIV is Antichrist
In a leaked lecture, Peter Thiel says he’s urged Vance to ignore the pope on moral questions — and simply pray for him.
www.thelettersfromleo.com
November 24, 2025 at 1:23 AM
Reposted by BloombridgeCap
Fed chair race: Waller now leading on the prediction markets:

@Kalshi shows the Fed governor with a slight lead over Hassett
kalshi.com/markets/k...
November 25, 2025 at 12:33 PM
Reposted by BloombridgeCap
> 80% chance of a Dec 10 Fed rate cut
November 25, 2025 at 12:33 PM
Reposted by BloombridgeCap
NY FED: The rejection rate for all types of credit (auto loan, credit card, credit card limit increase, mortgage, mortgage refinance) over past 12 months rose to a series high of 24.8% in October.

(via Liz Ann Sonders)
November 25, 2025 at 12:16 PM
Reposted by BloombridgeCap
ABC News reports Ukraine has agreed to the terms of the US peace proposal, with "minor details still outstanding".
US official says Ukrainian delegation has agreed with US on terms of potential peace deal
The U.S. has held secret talks in Abu Dhabi with a Russian delegation to discuss a Ukraine peace proposal.
abcnews.go.com
November 25, 2025 at 12:43 PM
Reposted by BloombridgeCap
(AP) - Russia launched a wave of attacks on Ukraine's capital, Kyiv, overnight, with at least seven people killed in strikes that hit city buildings and energy infrastructure. A Ukrainian attack on southern Russia killed three people and damaged homes, authorities said.

@apnews.com
November 25, 2025 at 12:45 PM
Reposted by BloombridgeCap
Ironic use of "deceleration" and "second derivative":
GOLDMAN DESK, on hyperscaler capex:

“.. deceleration in the second derivative is partly what seems to be in the air right now. .. I still don’t want to fight the flow of capital .. but I’m lowering my expectations for how much this will excite the market on a going forward basis.” [Pasquariello]
November 25, 2025 at 11:34 AM
Reposted by BloombridgeCap
BofA: Our revised forecasts see stickier inflation next year.. ending 2026 near 2.8% on core PCE.
November 25, 2025 at 10:43 AM
Reposted by BloombridgeCap
Nearly every age cohort in GOLDMAN’s holiday survey is more cautious about spending than they were last year. 🎄
Goldman's Holiday Survey 2025:

Spending plans this holiday are increasingly bifurcated, with high-income consumers planning to spend more while low-income consumers plan to spend less.

Millennial and Gen Z consumers indicated more cautious holiday spending plans
November 25, 2025 at 10:51 AM
Reposted by BloombridgeCap
Nvidia stock drops after report of Meta considering multi-billion-dollar deal for Google AI chips
November 25, 2025 at 10:54 AM
Reposted by BloombridgeCap
Now you know the source of yesterday’s WH delay:

Johnson had “cautioned the White House that most House Republicans don’t have an appetite for extending enhanced Affordable Care Act subsidies ..”

@wsj.com #ACA
www.wsj.com/politics/pol...
November 25, 2025 at 10:55 AM
Reposted by BloombridgeCap
Another one, via @peark.es
November 25, 2025 at 11:17 AM
Reposted by BloombridgeCap
Page One:

@wsj.com
November 25, 2025 at 11:24 AM
Reposted by BloombridgeCap
This is an oral combo of two drugs (one targeting GLP-1 receptors, the other amylin receptors). NOVOB +4%

*NOVO PHASE 2 WITH AMYCRETIN REPORTS `SIGNIFICANT' WEIGHT LOSS
*NOVO'S AMYCRETIN SHOWED WEIGHT LOSS OF UP TO 14.5% AT 36 WEEKS
*NOVO: AMYCRETIN APPEARED TO HAVE SAFE, WELL-TOLERATED PROFILE
November 25, 2025 at 11:28 AM
Reposted by BloombridgeCap
The way CEOs, media figures, and self-declared “thought leaders” behave towards Trump, you’d think his favorable/unfavorable polls were the exact opposite of what they actually are.
November 25, 2025 at 4:33 AM
Reposted by BloombridgeCap
If they made a few minor tweaks and renamed Obamacare “Trumpcare”, he would be perfectly happy and call it the greatest thing since sliced bread.
November 25, 2025 at 4:39 AM
Reposted by BloombridgeCap
I get this feeling that Trump has absolutely no idea what he wants to do on the health care front, he just wants to blame Obama for stuff.
November 25, 2025 at 4:37 AM
Reposted by BloombridgeCap
Billionaire Binance founder Changpeng Zhao, pardoned by Donald Trump, has been accused of facilitating millions of dollars’ worth of payments to Hamas in the wake of its attack on Israel on October 7 2023. Zhao also financed the Trump family's entrance into the cryptocurrency market.
Binance founder Changpeng Zhao accused of facilitating payments to Hamas
Crypto tycoon pardoned by Donald Trump faces US court complaint from families of victims of October 7 attack
www.ft.com
November 25, 2025 at 2:06 AM