Ivan the K ™☑️

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.

15,695 Followers 230 Following 16,685 Posts Joined Apr 2023
8 minutes ago

His cabinet is not involved in impeachment.

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48 minutes ago
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Is this what “unconditional surrender” looks like?

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52 minutes ago
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I M P E A C H

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7 hours ago

Hope is not a strategy, bruv. 🤡

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10 hours ago

A man-made global stagflation crisis is on the horizon. And when I say “man-made” I mean one man.

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21 hours ago

Is POTUS in sync with the “Secretary of War”?

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23 hours ago
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1 day ago
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There is absolutely no bottom.

@cnn.com
www.cnn.com/2026/03/13/p...

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1 day ago
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1 day ago

The UK, France and others should say they’ll consider this if Trump drops all current and future tariffs, funds Ukraine for the next five years, and renounces any claim to Greenland.

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1 day ago
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When you’ve lost John Bolton, you’ve lost…

…John Bolton.

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1 day ago

Post-Iran War, weekend bitcoin trading is a poor predictor of where stocks are headed.

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1 day ago

You misspelled 🤡.

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1 day ago

Is there a FIFA prize for fueling antisemitism?

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1 day ago

Hoping @darthbluesky.bsky.social emerges from hibernation soon…

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1 day ago

He still thinks he can bomb and post his way through this. He needs to be removed from power.

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1 day ago
Preview
Why Little Was Done to Head Off Oil’s Strait of Hormuz Problem

🤡

www.nytimes.com/2026/03/14/b...

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1 day ago
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I guess he got what he needed from public service, and is ready to return to and protect his private interests.

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1 day ago

He’s trying to find out if there’s any more room under the bus.

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1 day ago
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The Unholy Trinity 👹👿💀 vs

www.wsj.com/politics/nat...

Trump Knew the Risk of Iran Blocking the Strait of Hormuz. He Still Went to War.

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1 day ago

Nice deep dive by Ben, which follows on a disclosure I first saw reported by @jc-econ.bsky.social, whose posse uncovered this issue via an email exchange yesterday morning.

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1 day ago

For the first time, Vance has a 25A calculus that doesn’t trigger automatic MAGA persecution, IMO.

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1 day ago

Trump should be removed from office post haste.

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1 day ago

I didn’t say it was a ALM issue. I said it was a clientele selection issue. They sold a product to investors with liquidity needs that were unsuitable to the asset class. Their disclosures protect them, but having to announce the oversubscribed tenders isn’t a good look.

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1 day ago

Right, the gates slow it down. But the root issue is similar.

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1 day ago

Private Credit Winter has started, and it’s not even about credit (yet). It’s about poor clientele selection.

Reminds me of Silicon Valley Bank.

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1 day ago
Preview
Shock GIF ALT: Shock GIF

Here’s a scenario:

Trump tells Pirro to drag out the Powell prosecutorial process because his backstop is naming Miran as interim Chair of the Fed Board.

BUT…

The FOMC members see this for what it is and keep Powell as its Chair, and monetary policy maintains independence.

Hilarity ensues.

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2 days ago

Not only is she appealing, she’s apparently also asking Boasberg to reconsider on the basis of an incorrect date in his opinion.

Another off-ramp not taken. I blame Susie Wiles.

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2 days ago

@steveliesman.bsky.social Exxon got into word processing systems!

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2 days ago
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