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Ivan the K ™☑️

@ivanthek.bsky.social

14K followers 230 following 11K posts

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.

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Ivan the K ™☑️ @ivanthek.bsky.social · 1d

Artist’s rendering of Nvidia’s cash infusion into xAI which will need to buy Nvidia chips.

bart simpson is sitting at a desk in a room while a man in a hat stands in the doorway

ALT: bart simpson is sitting at a desk in a room while a man in a hat stands in the doorway

media.tenor.com

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Ivan the K ™☑️ @ivanthek.bsky.social · 1d

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Ivan the K ™☑️ @ivanthek.bsky.social · 1d

I’ll be at some undisclosed locations in the European Union over the next week.

Please don’t break anything while I’m gone.

✈️ 👋

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Ivan the K ™☑️ @ivanthek.bsky.social · 1d

I noted that, as well.

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Ivan the K ™☑️ @ivanthek.bsky.social · 1d

I think it's bluster. Wants to sound like a tough guy.

Ivan the K ™☑️ @ivanthek.bsky.social · 1d

T-Bills earned like 15% back then.

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Ivan the K ™☑️ @ivanthek.bsky.social · 1d

The fate of Ophelia in "Trading Places" was very nice.

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Ivan the K ™☑️ @ivanthek.bsky.social · 1d

As time passes, the cringey nature of the Tesla Cybertruck fades, and it just becomes another vehicle.

LOL. I'm kidding. That thing screams "DORK" just as much today as it did the day it was first produced.

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Ivan the K ™☑️ @ivanthek.bsky.social · 1d

CBS NEWS TO EXPAND ITS WEEKLY NEWS MAGAZINE

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Ivan the K ™☑️ @ivanthek.bsky.social · 1d

It's bluster.

Ivan the K ™☑️ @ivanthek.bsky.social · 1d

NARRATOR: He's bluffing because he thinks it looks tough.

CNN @cnn.com · 1d

President Trump doesn't commit to back pay for furloughed federal workers when the government shutdown ends. Follow live updates: https://cnn.it/46DIVEI

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Ivan the K ™☑️ @ivanthek.bsky.social · 1d

*DIMON: JPMORGAN SPENDS $2B A YEAR ON ARTIFICIAL INTELLIGENCE

I think that's just the FA's in Florida.

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Ivan the K ™☑️ @ivanthek.bsky.social · 1d

Many pundits look at chatter about pent up risks in the market as bullish. I view them as accelerants when the downside comes.

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Ivan the K ™☑️ @ivanthek.bsky.social · 1d

If you're an NFL player who wants to avoid injury, you might consider paying me not to put you on my roster.

Ivan the K ™☑️ @ivanthek.bsky.social · 1d

*NY FED: HOUSEHOLDS' OUTLOOK FOR LABOR MARKET DETERIORATES

*NY FED: SEPTEMBER ONE-YEAR AHEAD EXPECTED INFLATION 3.4% VS. AUGUST’S 3.2%

**Stagflation Expectations Rise**

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Ivan the K ™☑️ @ivanthek.bsky.social · 1d

Whole lotta talkin' goin' on.

1. France leadership
2. United States shutdown
3. Israel-Hamas

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Ivan the K ™☑️ @ivanthek.bsky.social · 1d

You get paid $150 million.

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Ivan the K ™☑️ @ivanthek.bsky.social · 1d

For the record:

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Ivan the K ™☑️ @ivanthek.bsky.social · 1d

⚠️ PSA ⚠️

Go buy your Halloween candy before the good stuff is gone. When you get home, remove the candy you want to keep for yourself, leaving the rest (including any candy corn) for trick-or-treaters.

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Ivan the K ™☑️ @ivanthek.bsky.social · 1d

That's neither here nor there.

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Ivan the K ™☑️ @ivanthek.bsky.social · 1d

Smh.

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Ivan the K ™☑️ @ivanthek.bsky.social · 1d

So it's unappealing?

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Ivan the K ™☑️ @ivanthek.bsky.social · 1d

And to kneel when not jumping.

Ivan the K ™☑️ @ivanthek.bsky.social · 1d

It would stigmatize many of those who avail themselves of the relief.

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Ivan the K ™☑️ @ivanthek.bsky.social · 1d

DOA

Matt Peterson @mattpeterson.bsky.social · 1d

SEC Chair Paul Atkins the shutdown has delayed plans for a proposal to shift public companies from quarterly to semiannual reporting. "We'll see, maybe next year,"

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