Natalie Kaminski
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ai199naian.bsky.social
Natalie Kaminski
@ai199naian.bsky.social
Born in Singapore, raised in Poland, studied finance in New York, worked at J.P. Morgan, experienced the challenges of entrepreneurship and real estate. Specializes in risk management and wealth planning.
Pinned
salty hair and zero worries today.✨
New to the Bluesky social platform. Currently serving as a non executive director for several companies. Dedicated to helping more people establish financial safety nets, empowering those around them with greater options when the next major economic shift arrives
66% of all solar and 69%(!) of all wind installed globally this year, will be installed in China🤯🇨🇳
November 19, 2025 at 3:31 PM
"We've seen the early stages of what economists call stagflation. The '-flation' part is inflation, and you've all felt that at the grocery store. The 'stag-' part is stagnation, which is we've got rising unemployment and slower economic growth than we otherwise would have."
November 19, 2025 at 3:05 PM
November saw a distinct decoupling of Bitcoin (white line) and gold (blue line).

#markets #gold #bitcoin #investors #investing
November 19, 2025 at 3:02 PM
Taking to the sky in a red helicopter chasing waterfalls and coastlines 🚁💦
Checked “doors off helicopter ride” off my bucket list today and I’m still smiling
November 19, 2025 at 3:00 PM
November 19, 2025 at 2:50 PM
"Beyond shaping market sentiment, any outsized post-earnings move in the stock could meaningfully sway the U.S. benchmark: Nvidia is the S&P 500’s largest constituent, and its 7.8% weight in the index is over 4.5 times that of the entire Materials sector."
- Benedek Vörös w/ S&P Dow Jones Indices
November 19, 2025 at 2:41 PM
It's all NVDA all the time today-
so here's the Miller Lite chart o' the day
3/30 to today

blue line 2026 earnings estimate (-1.3%)
white line stonk price (+65%)
November 19, 2025 at 2:39 PM
U.S. Stock Market vs. Other Countries in 2025:
November 19, 2025 at 1:39 AM
Bof FMS: For the first time since August 2005, most investors say companies are overinvesting
November 18, 2025 at 6:49 PM
This is the platonic ideal of a circular AI deal:

Microsoft, Nvidia investing up to $15 billion in Anthropic; Anthropic to buy $30 billion in Azure computing capacity and up to 1 GW in computing capacity served through Nvidia’s GPUs sherwood.news/markets/micr...
Microsoft, Nvidia investing in Anthropic; Anthropic to buy $30 billion in Azure computing capacity
The Platonic ideal of a circular AI deal....
sherwood.news
November 18, 2025 at 6:38 PM
Today, I will set aside work and fully enjoy the pleasure of this moment☺️🤭
November 18, 2025 at 3:10 PM
More good coverage on crypto fraud in the NYT this morning. Note the phrase "at least $28 billion". It is undoubtedly A LOT more than $28 billion because the technology is so perfectly designed to be untraceable AND this doesn't include all kinds of fraud. www.nytimes.com/2025/11/17/t...
The Crypto Industry’s $28 Billion in ‘Dirty Money’
www.nytimes.com
November 18, 2025 at 2:13 AM
If you’re looking for things to worry about, the combo of speculative assets and stocks that offer financing to riskier parts of the economy getting dumped at the same time should probably be high on the list.
sherwood.news/markets/the-...
November 18, 2025 at 1:55 AM
Private Credit + Crypto:

21-day correlation between $IBIT and $BIZD back to the Liberation Day aftermath highs
November 18, 2025 at 1:49 AM
"Astute readers will notice that this does not answer my question. The dodge suggests to me that CoreWeave doesn’t actually have a good answer."

www.theverge.com/ai-artificia...
Meet CoreWeave, the AI industry’s ticking time bomb
The debt-laden AI compute company has been boosted by Nvidia.
www.theverge.com
November 18, 2025 at 1:40 AM
Beach days, salty hair and sun-kissed smiles.☀️🏖️
Collecting moments with the ocean and a good friend, nothing else needed
November 18, 2025 at 1:24 AM
salty hair and zero worries today.✨
New to the Bluesky social platform. Currently serving as a non executive director for several companies. Dedicated to helping more people establish financial safety nets, empowering those around them with greater options when the next major economic shift arrives
November 17, 2025 at 9:00 PM