Batman John
batmanjohn.bsky.social
Batman John
@batmanjohn.bsky.social
Not to be confused with the other, less talented, bat person

Tech + Finance
Yeah that's a good point. My speculation would be that things would be harder for OSINT in the VZ situation (shorter distances for any aircraft, several false alarms already from show-of-force missions, lots of sea-based assets) but maybe we'll get some signs
November 16, 2025 at 1:01 AM
I imagine it is a combination. Her ambitions (and Trump interfering) is her motive to break with trump. The Epstein files is her opportunity.
November 16, 2025 at 12:45 AM
Not a mil/OSINT expert, but I doubt that flight trackers will give us any timely signals besides an inventory of aircraft in the buildup. We've already had B52's + B1's doing show-of-force right outside the VZ border. I doubt we'll have any signs of imminent action until Tomahawks are in the air
November 16, 2025 at 12:37 AM
FWIW KC-135R traffic like that seems to be normal (at least normal for these times). The same aircraft (59-1459) was spotted doing a similar trip back in September
Cárcel para Maduro🚨🇻🇪 on X: "🇺🇲U.S. Air Force KC-135R Stratotanker, reg. 59-1459, hex #AE04C2, procedente de MacDill AFB, Tampa, en rumbo sur. https://t.co/87Sg5FlfDg" / X
🇺🇲U.S. Air Force KC-135R Stratotanker, reg. 59-1459, hex #AE04C2, procedente de MacDill AFB, Tampa, en rumbo sur. https://t.co/87Sg5FlfDg
x.com
November 16, 2025 at 12:31 AM
Replacing the BLS could be a lucrative opportunity
November 14, 2025 at 5:36 PM
Yeah, even if the initial campaign can be narrow + mostly bombing/SOF, there's a lot more potential for the U.S. for the scope to expand in order to stabilize things post-Maduro

I think the worst case is not Vietnam 2.0 but Iraq 2.0, where the U.S. gets sucked into a messy nation-building project
November 14, 2025 at 12:27 AM
Makes me thing their staff + comms folks are paralyzed with the PR crisis here
November 14, 2025 at 12:11 AM
The one in Labor Day? Yeah he (or at least his account) still posted through it, and some of the posts actually made suspicions more intense (ex. golfing with Gruden may have been using an old pic as "proof of life")
November 14, 2025 at 12:10 AM
That's about where he bottomed out in his first term (excl. his very bitter end)

We'll find out soon whether how committed his base really is
November 12, 2025 at 10:43 PM
We'll see what eventually happens with the Epstein files votes + any happens, but this is a reminder that RW media *will* circle the wagons for Trump. The information ecosystem is really bad right now, and we've see that Trump scandals have a very weak effect at moving the needle on support
November 12, 2025 at 10:30 PM
The "SPIN DOCTORS" label on the Fox story kills me lol
November 12, 2025 at 10:21 PM
Reposted by Batman John
If you're concerned, please blow in a paper bag for a sec, drink some water, and then read this thread. If you're *still* concerned, I'm not sure what to tell you.
Long thread summary: TikTok guy is full of it, SRF uptake has nothing to do with banks' credit performance (which is *improving* rn), SRF uptake is a sign of the system working as designed, and it's all because we made banks more stable by forcing them to manage liquidity more responsibly. FIN
November 12, 2025 at 9:44 PM
I'm guessing we're gonna see a tweet from Trump this week endorsing her for governor + her mind will change real quick
November 12, 2025 at 6:23 PM
RTY also tracked S&P 600, so it looks like overall small cap underperformance. There was also the huge diff between SPX vs. equal weight.

The weak breadth / flight to mega-caps has me worried. I'm interested to see where VIX levels out given the increasing concentration.
November 10, 2025 at 9:23 PM