Joakim Moller
joakimmoller1.bsky.social
Joakim Moller
@joakimmoller1.bsky.social
Reposted by Joakim Moller
Read my scoop overnight from Kyiv, where US army secretary Dan Driscoll’s brief meeting (he was running late after calls with Vance) with European ambassadors at the US ambassador’s residence in Podil left one feeling “nauseated” and others “shocked.” W/ @henryjfoy.ft.com

on.ft.com/43GWpxI
Trump envoys issue ultimatum to Ukraine to sign peace deal by Thursday
Hardline message over US-Russia plan at volatile meeting in Kyiv sparks alarm among European allies
on.ft.com
November 22, 2025 at 4:52 AM
Reposted by Joakim Moller
Longer maturities for mortgages are back in the news.

I wrote a Substack post about the benefits of longer maturities, potential concerns of households making mistakes, and what longer maturity mortgages might do for young households and first-time buyers (not much?)
November 18, 2025 at 2:34 PM
Reposted by Joakim Moller
Banger post on the buzziest (but fuzziest) phenomenon in institutional investing, from @tobyn.bsky.social naturally. on.ft.com/47MeI73
The hot new investment trend is the ‘Total Portfolio Approach’. Does it work?
Exploring the buzzy but fuzzy new phenomenon in asset allocation
on.ft.com
November 17, 2025 at 7:12 AM
Reposted by Joakim Moller
As the situation in Pokrovsk becomes critical, and AFU reinforces the pocket to stabilize the flanks, there's considerable attention now to how this battle is unfolding. A few thoughts on the situation. 1/ (DeepStateMap)
November 7, 2025 at 9:14 PM