Aleksandar Hummel
@haleksandar.bsky.social
Beach bum. 🏖️
Blog: linktr.ee/haleksandar
Somewhat funny,
Entirely serious.
Opinions my own.
Blog: linktr.ee/haleksandar
Somewhat funny,
Entirely serious.
Opinions my own.
Pinned
Ever wondered where exactly the #economy is going amiss? How come it's stuck in a state of perpetual crisis, delivering erratically? Why no one can fix it? About the conflicting solutions? "Mar-a-Lago accord?" #Crypto? #MMT? I took a deep #Keynesian look.
haleksandar.wordpress.com/2025/09/24/b...
haleksandar.wordpress.com/2025/09/24/b...
Bitcoin and the Modern Economy – A Keynesian exploration of the economic system and the roles of fiscal and monetary policy
In this post I pick up from the socio-economic analysis of the West I presented in my previous one linked here below, focusing on the economics and aiming to formulate the argument in the most prec…
haleksandar.wordpress.com
I present my findings on the state of the modern economy as intertwined with #bitcoin and #cryptocurrency in general. I find a liquidity band systemisation and tie the under-performance of the economy to #inequality, as #BTC a pushed product. I'll occasionally post below in relation. #Fed #Econsky
While otherwise sharing the same ideas, this post's feature image focuses on a thoughtful, pensive individual sitting on a beach, gazing at the ocean, symbolising introspection and the balance between beach life and deep societal issues.
haleksandarbk.wordpress.com/2025/11/06/t...
haleksandarbk.wordpress.com/2025/11/06/t...
The Third Rock from the Sun (bk)
I post this as a backup, so the words both presented and linked below have less chance of getting lost: The Third Rock from the Sun The difference is the feature image, which had the benefit of bei…
haleksandarbk.wordpress.com
November 6, 2025 at 3:53 PM
While otherwise sharing the same ideas, this post's feature image focuses on a thoughtful, pensive individual sitting on a beach, gazing at the ocean, symbolising introspection and the balance between beach life and deep societal issues.
haleksandarbk.wordpress.com/2025/11/06/t...
haleksandarbk.wordpress.com/2025/11/06/t...
This post leaves it all in the open, even if its cover art implies a larger amount of legitimate disagreement and surprise than might have historically transpired. It touches on ideologies and wraps up #economics arguments.
#3E #Croatia #HDZ #EPP
haleksandar.wordpress.com/2025/11/06/t...
#3E #Croatia #HDZ #EPP
haleksandar.wordpress.com/2025/11/06/t...
The Third Rock from the Sun
This blog has protracted for quite a bit since I originally planned to step aside from it, like I shared in my previous update post that’s linked here first: An Update to Regular Programming.…
haleksandar.wordpress.com
November 6, 2025 at 12:51 AM
This post leaves it all in the open, even if its cover art implies a larger amount of legitimate disagreement and surprise than might have historically transpired. It touches on ideologies and wraps up #economics arguments.
#3E #Croatia #HDZ #EPP
haleksandar.wordpress.com/2025/11/06/t...
#3E #Croatia #HDZ #EPP
haleksandar.wordpress.com/2025/11/06/t...
Here's Bessent's favourite for #Fed chair making his case in two points: "Fed's gonna cut rates ... [it] has to ... to bring the cost of the debt down" and "we just have to have inflation over the next couple of years." #Econsky
Watched a podcast with Trump spokesperson Rick Rieder (of #BLK) on Apollo Global Management (#APO) TV. I understand it's intended to smooth sentiment and motivate inflows for both. I found the presented opinion lopsided and feel a refutal is appropriate. #Finsky
finance.yahoo.com/video/why-tr...
finance.yahoo.com/video/why-tr...
Why Trump’s Big Beautiful Bill could bring a reckoning to the bond market
You can catch Opening Bid on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Wild movements in the bond market have been one of the biggest stories on Wall Street in 2025. In part...
finance.yahoo.com
November 5, 2025 at 9:28 PM
This seemed on the money, but now? #US10Y = 4.16% (up 20bps since Fed cut). Half correct, in this part: "I don't think the yield curve is going to get away from us" = bond investors eat the inflation, no alternative. Lower rates and inflation lead y.c. to un-invert fully and spreads widen? #Econsky
Thesis: short term rates will come down, longer end of the curve won't follow and any #inflation will be eaten by bond investors who have no choice because "private sector economy can't pay it" but that's OK while equities earn. About sums up expectations. #Econsky
www.bloomberg.com/news/videos/...
www.bloomberg.com/news/videos/...
Fed Cut Won’t Drop Long-Term Interest Rates: PGIM’s Tipp
www.bloomberg.com
November 5, 2025 at 9:27 PM
Thinking about Bessent's treasuries repurchase programme. Reasoning is 4+% coupon is too expensive so he will issue below that at the short end and repurchase long dated bonds, cool. But isn't this free money for hedge funds who bought at > 4%? 50bps drop in yield means about a 5% profit. #Econsky
November 5, 2025 at 6:46 PM
Thinking about Bessent's treasuries repurchase programme. Reasoning is 4+% coupon is too expensive so he will issue below that at the short end and repurchase long dated bonds, cool. But isn't this free money for hedge funds who bought at > 4%? 50bps drop in yield means about a 5% profit. #Econsky
What a great night for democracy yesterday in the US! My heartfelt congratulations to Zohran Mamdani and the Democrats for their sweeping victories! Good luck!
November 5, 2025 at 4:37 PM
What a great night for democracy yesterday in the US! My heartfelt congratulations to Zohran Mamdani and the Democrats for their sweeping victories! Good luck!
We've a quote here from a Cuomo supporter that capitalism is about working hard to pay for things while "socialism is against all that."
www.bbc.co.uk/news/live/cg...
www.bbc.co.uk/news/live/cg...
Election day live updates: Millions vote in NYC mayoral race and California's Prop 50
New Yorkers weigh in a mayoral race that has garnered national attention, while Virginia and New Jersey choose new governors.
www.bbc.co.uk
November 5, 2025 at 2:20 AM
We've a quote here from a Cuomo supporter that capitalism is about working hard to pay for things while "socialism is against all that."
www.bbc.co.uk/news/live/cg...
www.bbc.co.uk/news/live/cg...
All things considered perhaps we shouldn't look too much into a down day? I mean the NASDAQ is down 1.2%. Stop the press? Come on! Before anything I'd say we're seeing profit taking. Christmas is around the corner! Time to sneak into warm jumpers and enjoy hot chocolate. Maybe put antlers on? Sure.
November 4, 2025 at 4:18 PM
All things considered perhaps we shouldn't look too much into a down day? I mean the NASDAQ is down 1.2%. Stop the press? Come on! Before anything I'd say we're seeing profit taking. Christmas is around the corner! Time to sneak into warm jumpers and enjoy hot chocolate. Maybe put antlers on? Sure.
Today Prop. 50 and NYC mayoral elections add risk to markets. What will be the administration response if they lose? Will they invade California or NY? I don't seriously think they would, but it's only in their character to push around. How will they react to becoming more confined, losing space?
November 4, 2025 at 4:13 PM
Today Prop. 50 and NYC mayoral elections add risk to markets. What will be the administration response if they lose? Will they invade California or NY? I don't seriously think they would, but it's only in their character to push around. How will they react to becoming more confined, losing space?
The thing to have in mind about #MAGA #tariffs is that they're taxes. Much like #VAT in #EU they're intended as an ample source of income for the government. And, being regressive taxes they affect the less affluent more pronouncedly. The poor pay for the national debt while elites enjoy tax breaks.
November 4, 2025 at 4:02 PM
The thing to have in mind about #MAGA #tariffs is that they're taxes. Much like #VAT in #EU they're intended as an ample source of income for the government. And, being regressive taxes they affect the less affluent more pronouncedly. The poor pay for the national debt while elites enjoy tax breaks.
Thinking #tariffs are a tool to counter drug trafficking or the economic matter an emergency under which the executive should have special powers to act is delusional. The historic matter in hand is whether the US will become known as a country in which courts share the delusions of a president.
November 4, 2025 at 1:11 AM
Thinking #tariffs are a tool to counter drug trafficking or the economic matter an emergency under which the executive should have special powers to act is delusional. The historic matter in hand is whether the US will become known as a country in which courts share the delusions of a president.
This post is set to a hauntingly beautiful scene of a digital landscape set to the theme of the internet and features glowing pumpkins, cobwebs and eerie shadows subtly entwined with #bitcoin symbols and #credit cards. #BTC #USDT #Tether #AI #3E #Econsky
haleksandar.wordpress.com/2025/11/02/t...
haleksandar.wordpress.com/2025/11/02/t...
The modern internet, credit and bitcoin go trick or treating
Looking to put a few insights into context I pick up from my previous post: The case for gold As it was Halloween this weekend I sneaked the motive in, exclusively to mark the occasion which I hope…
haleksandar.wordpress.com
November 2, 2025 at 9:33 PM
Bruv signed off dogy trades that literally ripped off Danish tax payers in 100's of B's, went on to spray Dom Perignon in Dubai and Singapore, changed firms and decided he needs to tell the authorities. Then was charged and acquitted, but now can't get a job. So sad.
www.bbc.co.uk/news/article...
www.bbc.co.uk/news/article...
I blew the whistle on a massive tax fraud - and they sued me
Jas Bains reflects a month on from the end of one of highest value civil cases ever heard in the UK.
www.bbc.co.uk
November 2, 2025 at 7:43 PM
Bruv signed off dogy trades that literally ripped off Danish tax payers in 100's of B's, went on to spray Dom Perignon in Dubai and Singapore, changed firms and decided he needs to tell the authorities. Then was charged and acquitted, but now can't get a job. So sad.
www.bbc.co.uk/news/article...
www.bbc.co.uk/news/article...
Yes. He looks up to the nationalist-demagogue kleptocratic parties that took over the Balkans in the 1990's.
November 1, 2025 at 7:28 PM
Yes. He looks up to the nationalist-demagogue kleptocratic parties that took over the Balkans in the 1990's.
Is #AI the quiet part of the revolution going on? With an eventual superintelligence being the only able to create value, stocks of companies running it are in fact money. The only thing that could get in the way is the rally being too hot. Stop trading, there's not enough money to buy a share.
October 29, 2025 at 4:30 PM
Is #AI the quiet part of the revolution going on? With an eventual superintelligence being the only able to create value, stocks of companies running it are in fact money. The only thing that could get in the way is the rally being too hot. Stop trading, there's not enough money to buy a share.
#MSFT to hold 27% of new entity, valued at $135B and the non-profit OpenAI Foundation just under that. Crucially, topic of pursuing AGI pops up again. In this aspect Altman is all in on scaling. Even at cost of reducing the equation to zeal only, I'd bet on OAI.
finance.yahoo.com/news/microso...
finance.yahoo.com/news/microso...
Microsoft, OpenAI reach deal removing fundraising constraints for ChatGPT maker
(Reuters) -Microsoft and OpenAI announced a restructuring deal on Tuesday that frees the ChatGPT maker to move away from its nonprofit roots and likely go public so it can finance CEO Sam Altman's amb...
finance.yahoo.com
October 29, 2025 at 4:30 PM
#MSFT to hold 27% of new entity, valued at $135B and the non-profit OpenAI Foundation just under that. Crucially, topic of pursuing AGI pops up again. In this aspect Altman is all in on scaling. Even at cost of reducing the equation to zeal only, I'd bet on OAI.
finance.yahoo.com/news/microso...
finance.yahoo.com/news/microso...
"The factory will also be among the first to deploy humanoid robots powered by the NVIDIA Isaac GR00T N model on its production lines, as Foxconn and Nvidia aim to build a world-leading benchmark AI smart factory." -Foxconn
#NVDA #TSLA #robots
finance.yahoo.com/news/foxconn...
#NVDA #TSLA #robots
finance.yahoo.com/news/foxconn...
Foxconn to deploy humanoid robots at Houston AI server plant
TAIPEI (Reuters) -Foxconn, the world's largest electronics maker and Nvidia's key AI server maker, said on Tuesday it will deploy humanoid robots at its Houston plant that produces AI servers for Nvid...
finance.yahoo.com
October 29, 2025 at 4:02 PM
"The factory will also be among the first to deploy humanoid robots powered by the NVIDIA Isaac GR00T N model on its production lines, as Foxconn and Nvidia aim to build a world-leading benchmark AI smart factory." -Foxconn
#NVDA #TSLA #robots
finance.yahoo.com/news/foxconn...
#NVDA #TSLA #robots
finance.yahoo.com/news/foxconn...
Reposted by Aleksandar Hummel
This was the most cogent analysis of what’s actually happening that I’ve yet seen presented.
FEDWATCH: ".. In case you missed it, watch this fascinating interview on @cnbc.com where Stuart Russell, professor of computer science at UC Berkeley, painted a scenario of how machines could take total control .."
www.youtube.com/watch?v=9VPo...
www.youtube.com/watch?v=9VPo...
Thousands sign petition to ban AI ‘superintelligence,’ citing threat of human extinction
YouTube video by CNBC Television
www.youtube.com
October 28, 2025 at 2:18 PM
This was the most cogent analysis of what’s actually happening that I’ve yet seen presented.
Payment providers replacing traditional databases with blockchains means outsourcing their data storage to the blockchain networks, as #Etherium or #Solana. It adds a layer of indirection, a point of failure, a public attack surface. It means an added explicit dependency on pre-quantum cryptography.
October 29, 2025 at 11:37 AM
Payment providers replacing traditional databases with blockchains means outsourcing their data storage to the blockchain networks, as #Etherium or #Solana. It adds a layer of indirection, a point of failure, a public attack surface. It means an added explicit dependency on pre-quantum cryptography.
Visa, already supporting #CRCL and Paypal EUR and USD tokens, is to roll out a "tokenised asset platform" for banks to "mint and burn #stablecoins." Receiving these means having an account with issuers, is same as using a bank. Taking Visa tokens is as taking Visa.
finance.yahoo.com/news/visa-ex...
finance.yahoo.com/news/visa-ex...
Visa to Expand Stablecoin Support Across Four Blockchains
Visa is deepening its push into digital assets, announcing plans to support four new stablecoins across four separate blockchains as part of its broader crypto expansion strategy. Key Takeaways: Visa ...
finance.yahoo.com
October 29, 2025 at 11:09 AM
Visa, already supporting #CRCL and Paypal EUR and USD tokens, is to roll out a "tokenised asset platform" for banks to "mint and burn #stablecoins." Receiving these means having an account with issuers, is same as using a bank. Taking Visa tokens is as taking Visa.
finance.yahoo.com/news/visa-ex...
finance.yahoo.com/news/visa-ex...
Bill Gates logic: climate change's no longer hip - oh wait no - a good deal of ideas were sketchy so we should reprioritise to fight hunger and disease more. But, who's organising to relieve effects of the climate disaster? He'd have us get fish for the poor, anyway.
edition.cnn.com/2025/10/28/b...
edition.cnn.com/2025/10/28/b...
Bill Gates makes a stunning claim about climate change | CNN Business
In a stunning and significant pushback to the “doomsday” climate activist community, Bill Gates, a leading proponent for carbon emissions reductions, published a remarkable essay Tuesday that argued r...
edition.cnn.com
October 29, 2025 at 1:11 AM
Bill Gates logic: climate change's no longer hip - oh wait no - a good deal of ideas were sketchy so we should reprioritise to fight hunger and disease more. But, who's organising to relieve effects of the climate disaster? He'd have us get fish for the poor, anyway.
edition.cnn.com/2025/10/28/b...
edition.cnn.com/2025/10/28/b...
Reposted by Aleksandar Hummel
Really praying for Jamaica. This is catastrophic
October 28, 2025 at 5:44 PM
Really praying for Jamaica. This is catastrophic