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
I WENT TO WALTER REED HOSPITAL TO GET A BRAIN SCAN. THE DOCTORS FOUND NOTHING.
Failure of journalists not to demand to see written agreements.
CHINA'S EXPORT CONTROLS ON RARE EARTH YTTRIUM CAUSING SHORTAGES, RAISING PRICES FOR USERS IN AEROSPACE, CHIPMAKING, SOURCES SAY
November 14, 2025 at 2:52 PM
Failure of journalists not to demand to see written agreements.
Cramer disses Saylor as a "messiah" of bitcoin. So there's that.
November 14, 2025 at 2:31 PM
Cramer disses Saylor as a "messiah" of bitcoin. So there's that.
Xitter claims their DMs (which they now call Chats (like Bluesky), can be encrypted.
They don't say who else has the key.
They don't say who else has the key.
November 14, 2025 at 2:17 PM
Xitter claims their DMs (which they now call Chats (like Bluesky), can be encrypted.
They don't say who else has the key.
They don't say who else has the key.
HAPPY UN-LIBERTATION DAY!
November 14, 2025 at 1:56 PM
HAPPY UN-LIBERTATION DAY!
$94K handle on the Great Store of Value
November 14, 2025 at 12:43 PM
$94K handle on the Great Store of Value
Wait. What?
"The two sides have given their teams until the end of November to agree on terms..."
https://www.bloomberg.com/news/articles/2025-11-14/china-and-us-still-to-agree-on-rare-earth-deal-weeks-after-talks
"The two sides have given their teams until the end of November to agree on terms..."
https://www.bloomberg.com/news/articles/2025-11-14/china-and-us-still-to-agree-on-rare-earth-deal-weeks-after-talks
November 14, 2025 at 12:01 PM
Wait. What?
"The two sides have given their teams until the end of November to agree on terms..."
https://www.bloomberg.com/news/articles/2025-11-14/china-and-us-still-to-agree-on-rare-earth-deal-weeks-after-talks
"The two sides have given their teams until the end of November to agree on terms..."
https://www.bloomberg.com/news/articles/2025-11-14/china-and-us-still-to-agree-on-rare-earth-deal-weeks-after-talks
Kernen needs to go.
November 14, 2025 at 11:24 AM
Kernen needs to go.
We're gonna need more canaries.
Oracle $ORCL paper: The canary in the AI coalmine?
CDX IG bond spreads vs Oracle 5-year Credit Default Swap
BofA Hartnett
CDX IG bond spreads vs Oracle 5-year Credit Default Swap
BofA Hartnett
November 14, 2025 at 10:45 AM
We're gonna need more canaries.
Tonight’s activity.
November 13, 2025 at 11:48 PM
Tonight’s activity.
Read the room, bruv.
*MURATI’S THINKING MACHINES IN FUNDING TALKS AT $50B VALUATION
November 13, 2025 at 8:43 PM
Read the room, bruv.
The defense of $98,000 on bitcoin has failed.
November 13, 2025 at 8:21 PM
The defense of $98,000 on bitcoin has failed.
IMO, it's not a panic without a flight-to-safety bid in Treasuries.
November 13, 2025 at 8:18 PM
IMO, it's not a panic without a flight-to-safety bid in Treasuries.
The transition of the AI trade from Trust Me to Show Me has begun, IMO.
November 13, 2025 at 8:08 PM
The transition of the AI trade from Trust Me to Show Me has begun, IMO.
Is Burry moving to Janus?
November 13, 2025 at 7:21 PM
Is Burry moving to Janus?
Bitcoin Price/Cash Flow multiple is unchanged today.
November 13, 2025 at 7:18 PM
Bitcoin Price/Cash Flow multiple is unchanged today.
What's TL;DR on why NYTimes is trending on here today?
November 13, 2025 at 7:08 PM
What's TL;DR on why NYTimes is trending on here today?
You can say that again.
November 13, 2025 at 7:04 PM
You can say that again.
The work-from-home demands of the striking Starbucks baristas seems aggressive to me.
November 13, 2025 at 6:43 PM
The work-from-home demands of the striking Starbucks baristas seems aggressive to me.
The 98 handle on bitcoin is a problem.
November 13, 2025 at 6:42 PM
The 98 handle on bitcoin is a problem.
November 13, 2025 at 6:23 PM