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.
To wit:
The actual amount of #IEEFA tariffs likely to be refunded, in the event of a full reversal: $115b to $145b, says a Goldman estimate.
November 10, 2025 at 8:29 PM
To wit:
"PAVLOVIAN" didn't work either.
November 10, 2025 at 4:50 PM
"PAVLOVIAN" didn't work either.
Seems to me those businesses would now have an incentive to switch to Visa/MC
November 10, 2025 at 2:00 PM
Seems to me those businesses would now have an incentive to switch to Visa/MC
I guess you have to look at what they'd be facing at trial.
November 10, 2025 at 1:57 PM
I guess you have to look at what they'd be facing at trial.
Hands up if you like noon and midnight.
November 9, 2025 at 10:32 PM
Hands up if you like noon and midnight.
But is anyone saying *Schumer* is caving?
November 9, 2025 at 8:42 PM
But is anyone saying *Schumer* is caving?
Did Schumer say he's voting for this?
November 9, 2025 at 8:32 PM
Did Schumer say he's voting for this?
Well, you brought up the narrower point, and I don't believe Affirm ever offered cash back for BNPL purchases, only for full-price-paid-upfront purchases.
November 9, 2025 at 8:30 PM
Well, you brought up the narrower point, and I don't believe Affirm ever offered cash back for BNPL purchases, only for full-price-paid-upfront purchases.