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.
<--Believes stablecoins are a good idea.
<--Also believes stablecoin regulation is inadequate currently, putting a good idea in peril.
<--Also believes stablecoin regulation is inadequate currently, putting a good idea in peril.
November 25, 2025 at 3:58 PM
<--Believes stablecoins are a good idea.
<--Also believes stablecoin regulation is inadequate currently, putting a good idea in peril.
<--Also believes stablecoin regulation is inadequate currently, putting a good idea in peril.
Market reaction to incoming headlines:
November 25, 2025 at 2:58 PM
Market reaction to incoming headlines:
"Nobody wants your overpriced GPUs around here, Louie."
November 25, 2025 at 2:50 PM
"Nobody wants your overpriced GPUs around here, Louie."
Was this due to a fear of undercutting their arguments on appeal?
Per multiple sources:
Two hours after ruling that Lindsey Halligan was unlawfully appointed to her post as US Atty in Virginia, prosecutors in the office were notified to put name of an assistant U.S. Atty atop cases
At 430p, instruction was reversed. They were told to resume using Halligan’s name
Two hours after ruling that Lindsey Halligan was unlawfully appointed to her post as US Atty in Virginia, prosecutors in the office were notified to put name of an assistant U.S. Atty atop cases
At 430p, instruction was reversed. They were told to resume using Halligan’s name
November 25, 2025 at 2:20 PM
Was this due to a fear of undercutting their arguments on appeal?
C'mon, folks. This is a farce. The decision has been made.
BESSENT SAYS LAST INTERVIEW OF SECOND ROUND FOR FED CHAIR IS TODAY
November 25, 2025 at 1:06 PM
C'mon, folks. This is a farce. The decision has been made.
Bessent lying on CNBC rn.
November 25, 2025 at 1:02 PM
Bessent lying on CNBC rn.
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]
“.. 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
Ironic use of "deceleration" and "second derivative":
It's looking more like this is correct on today's headlines.
Gemini 3 : November 2025 :: Deepseek R1 : January 2025 ?
November 25, 2025 at 10:57 AM
It's looking more like this is correct on today's headlines.
There are already a ton of Black Friday sales underway. I hate how commercial this holiday has become.
November 25, 2025 at 2:48 AM
There are already a ton of Black Friday sales underway. I hate how commercial this holiday has become.
Reposted by Ivan the K ™☑️
If McClain took an oath “to the commander-in-chief”, she took the wrong one. 🤡
BLITZER: I want to be precise. Should members of the US military obey clearly illegal orders?
McCLAIN: You're asking an enlisted person for their opinion on what they think is legal. That's a pretty slippery slope. Follow your commander in chief. That's the oath that you took
(Not a no!)
McCLAIN: You're asking an enlisted person for their opinion on what they think is legal. That's a pretty slippery slope. Follow your commander in chief. That's the oath that you took
(Not a no!)
November 24, 2025 at 6:55 PM
If McClain took an oath “to the commander-in-chief”, she took the wrong one. 🤡
I know writers don't always pick the headlines, but, either way, this one is very good.
(The article is about how Xitter blew up its own platform with a new location feature.)
@cwarzel.bsky.social
https://www.theatlantic.com/technology/2025/11/x-about-this-account/685042
(The article is about how Xitter blew up its own platform with a new location feature.)
@cwarzel.bsky.social
https://www.theatlantic.com/technology/2025/11/x-about-this-account/685042
November 24, 2025 at 6:40 PM
I know writers don't always pick the headlines, but, either way, this one is very good.
(The article is about how Xitter blew up its own platform with a new location feature.)
@cwarzel.bsky.social
https://www.theatlantic.com/technology/2025/11/x-about-this-account/685042
(The article is about how Xitter blew up its own platform with a new location feature.)
@cwarzel.bsky.social
https://www.theatlantic.com/technology/2025/11/x-about-this-account/685042
Once again. Zero specifics. The trade-related issues were already resolved in the last round of "negotiations."
Xi is skating this 🤡 off the ice EVERY SINGLE TIME.
Xi is skating this 🤡 off the ice EVERY SINGLE TIME.
November 24, 2025 at 5:53 PM
Once again. Zero specifics. The trade-related issues were already resolved in the last round of "negotiations."
Xi is skating this 🤡 off the ice EVERY SINGLE TIME.
Xi is skating this 🤡 off the ice EVERY SINGLE TIME.
I look forward to seeing the DOJ repositioning carrier groups.
U.S. Department of War says it's investigating U.S. Senator Mark Kelly (D-AZ) after telling service members they can refuse illegal orders
November 24, 2025 at 5:23 PM
I look forward to seeing the DOJ repositioning carrier groups.
I don't think this is priced in.
historic levels of leopards eating faces
PUNCHBOWL: “.. GOP members messaged us over the weekend saying that they, too, are considering retiring in the middle of the term. Here’s one particularly exercised senior House Republican:
@punchbowlnews.bsky.social
@punchbowlnews.bsky.social
November 24, 2025 at 5:13 PM
I don't think this is priced in.
I can think of one.
THE PENTAGON IS INVESTIGATING DEMOCRATIC SENATOR MARK KELLY FOR UNKNOWN REASONS
November 24, 2025 at 4:59 PM
I can think of one.
ANNUAL REQUEST:
Please stay off the southbound NJ Turnpike early Thursday morning.
Thank you for your attention to this matter.
Please stay off the southbound NJ Turnpike early Thursday morning.
Thank you for your attention to this matter.
November 24, 2025 at 4:04 PM
ANNUAL REQUEST:
Please stay off the southbound NJ Turnpike early Thursday morning.
Thank you for your attention to this matter.
Please stay off the southbound NJ Turnpike early Thursday morning.
Thank you for your attention to this matter.
Sara Eisen asks a question and won’t let her guest answer it before interrupting. You know who else on CNBC does that?
November 24, 2025 at 3:20 PM
Sara Eisen asks a question and won’t let her guest answer it before interrupting. You know who else on CNBC does that?