iphawk
iphawk.bsky.social
iphawk
@iphawk.bsky.social
Fintwit refugee
Pinned
Liberation Day 2.0 is going to be electric!
Reposted by iphawk
America has a housing shortage. Every single housing proposal you see that is not "build more housing" will have the primary effect of pushing up the prices of existing housing, and is therefore, in reality, a plan to enrich current homeowners. In conclusion, build more housing.
January 16, 2026 at 9:11 PM
Reposted by iphawk
Gavin Newsom is slaying it.
January 16, 2026 at 1:49 AM
Reposted by iphawk
pretty sure he meant the other thing, grok, but very cool that those are your two things
January 16, 2026 at 4:55 PM
A long shot, but is anyone else in #$CTRI. Another big slug of call buying this afternoon. WF increased target from $25 to $30 today.

Uncle Carl Icahn involved with a "cooperative" 10% position with one of his analysts on the Board.
January 16, 2026 at 7:30 PM
The Dumbest People Possible.
Kevin Hassett on Trump's 10% cap on credit card interest rates: "Our expectations is that it won't necessarily require legislation because there will be great new Trump Cards provided voluntarily by the banks."
January 16, 2026 at 5:09 PM
Reposted by iphawk
Bluesky going to work over on Twitter
January 15, 2026 at 4:55 PM
I really miss Twitter active single stock name news and discussions. Its either all gone or moved to newsletters.

Stocktwits is a total waste of time. Reddit is the wild west.
January 15, 2026 at 4:04 PM
DM up 3.5% , EM up 5.25%.

USA up 1.25%.
I appreciate Trump making the case for me to stay OW Developed Markets EX US and some Emerging Market.

Kind of easy.
January 15, 2026 at 1:25 AM
Reposted by iphawk
January 14, 2026 at 9:17 PM
The ICE surge will end very obviously: a friendly fire mass casualty event.

Untrained ICE killing other untrained ICE.
January 15, 2026 at 1:21 AM
I can't stress enough to just pick up the phone and call someone instead of just endless amounts of emails / text messages trying to resolve a complicated issue.
January 14, 2026 at 5:26 PM
No scotus tariff opinion today.
January 14, 2026 at 3:12 PM
PPI = Warming

US NOV. PRODUCER PRICES RISE 0.2% M/M; EST. +0.2%
US NOV. PRODUCER PRICES RISE 3.0% Y/Y; EST. +2.7%
US NOV. PPI EX FOOD & ENERGY UNCHANGED M/M; EST. +0.2%
US NOV. PPI EX FOOD & ENERGY RISES 3.0% Y/Y; EST. +2.7%

US NOV. RETAIL SALES RISE 0.6% M/M; EST. +0.5%
January 14, 2026 at 1:41 PM
Reposted by iphawk
A few months ago, ICE hired me

I didn't sign and submit any paperwork. I almost certainly failed the drug test. I'm real outspoken about my opposition to the Trump administration, and I am extremely googlable

And yet, there it was, in plain English. "Welcome to ICE!"

My latest for Slate
You’ve Heard About Who ICE Is Recruiting. The Truth Is Far Worse. I’m the Proof.
What happens when you do minimal screening before hiring agents, arming them, and sending them into the streets? We're all finding out.
slate.com
January 13, 2026 at 2:11 PM
CPI = Fine

CPI 2.7% YoY, (Est. 2.7%)
CPI 0.3% MoM, (Est. 0.3%)
Core CPI 2.6% YoY, (Est. 2.7%)
Core CPI 0.2% MoM, (Est. 0.3%)
January 13, 2026 at 1:32 PM
Reposted by iphawk
Wild reporting from Bloomberg. Jeanine Pirro apparently freelanced the subpoenas and criminal investigation of Jerome Powell.
January 13, 2026 at 1:55 AM
Reposted by iphawk
ICE kidnap 17-year-old U.S. citizen working at Target then dump him bleeding and crying miles away in a Walmart parking lot… 🤬
January 12, 2026 at 3:58 PM
Japan opening up another 2.5% is very funny.

The exUS country and region returns since inauguration day are pretty crazy.
I appreciate Trump making the case for me to stay OW Developed Markets EX US and some Emerging Market.

Kind of easy.
January 13, 2026 at 12:19 AM
I would get a new Vax every Saturday morning if it would stop the relentless colds from kids daycare.

Stick me like a pincushion!
January 12, 2026 at 2:08 PM
I appreciate Trump making the case for me to stay OW Developed Markets EX US and some Emerging Market.

Kind of easy.
January 12, 2026 at 1:19 PM
Blowing up the bond market and Fed Independence instead of just waiting 5 more months. This admin is a bunch of morons.
January 12, 2026 at 12:54 AM
Reposted by iphawk
The Department of Justice is just make a wish foundation for dying and confused old pedophiles who shit in their pants all day long
January 12, 2026 at 12:51 AM
Been working hard on my phone time (less of it). Down another 26 minutes per day, last week.
January 11, 2026 at 2:55 PM
Reposted by iphawk
Kristi Noem, while governor of South Dakota, supplemented her roughly $130,000 salary by secretly accepting $80,000 donated to a political nonprofit she was affiliated with, records show.

She never disclosed this income on federal ethics forms.

(Published June 2025)
Kristi Noem Secretly Took a Cut of Political Donations
A dark money group paid $80,000 to Noem’s personal company when she was governor of South Dakota. She did not include this income on her federal disclosure forms, a likely violation of ethics requirem...
www.propublica.org
January 11, 2026 at 4:00 AM
Reposted by iphawk
Rep. @AOC: I understand that Vance believes shooting a young mother of three in the face three times is an acceptable America that he wants to live in, and I do not. That is a fundamental difference between Vance and I. I do not believe that the American people should be assassinated in the street.
January 9, 2026 at 7:49 PM