notmereally.bsky.social

100% this and proud to have @lydiakauppi.bsky.social on our team.

Well I wonder how that could have happened.

NEW: The Trump administration committed the U.S. to taking a large stake in a Venezuelan company, some of whose owners and investors are shielded from public view. The exact details of the agreement over oil fields had remained unclear — until now.

Sure, but we are the greatest admin for free speech!

Did you really expect anything else?

UNITED CEO Scott Kirby: “.. Wealth inequality has become a danger to our society, .. We should have a national wealth tax ..” @nytimes.com $UAL www.nytimes.com/2026/10/18/b...

PIPER’s KANTROWITZ: “.. one of the most important changes in recent years! Here is the long term chart i've been using for past few years to highlight how we're in a new regime where higher rates remains a top risk for stocks. I think we're stuck in the red for a loooooong time.”

Hard to take all this winning.

“.. extraordinary measures — including martial law — if they believe the midterm elections are ‘rigged.’” @axios.com www.axios.com/2026/10/16/t...

A 52% gain in price. In a year. 🇺🇸 @bloomberg.com www.bloomberg.com/news/article...

We don’t want flying cars or folding iPhones or data centers. We want an end to mass shootings, healthcare, free and fair elections, and our planet and people to be cared for.

It’s corrupt Ken Paxton and his sugar daddy oligarch Elon Musk v. Talarico and tens of thousands of people giving $10-100. Choose your brand of democracy.

He is a child. A traitor to this country.

WAPO: “.. all the major donors to .. Trump’s White House ballroom project, including previously undisclosed contributors who have benefited from regulatory decisions, government contracts and, in one case, a pardon for a family member.” @washingtonpost.com www.washingtonpost.com/investigatio...

".. the International Energy Agency (IEA) warned on Wednesday .. that there will be a global shortage of the fuel until the middle of next year." @financialtimes.com #diesel www.ft.com/content/b06d...

The irony. @trendforce.bsky.social @financialtimes.com

“.. bringing the spotlight back on a pain point that was at the heart of the 2023 regional-banking crisis.” @bloomberg.com $BAC www.bloomberg.com/news/article...

“.. In Las Vegas last week, data center operators, investors and bankers gathered at the Wynn hotel to discuss the state of the industry. .. The topic of one discussion panel: ‘Are We Screwed?’” @wsj.com #Firmus www.wsj.com/finance/firm...

Just do it! (Sorry Nike)

36%. Wow

“.. Since the start of the Iran war ..” - Bilello

The Strategic Petroleum Reserve is now the lowest ever relative to Refinery Inputs. (via RB Advisers) #SPR

When I tell people that Donald Trump hates me, they often assume I mean it in a generic sense — that he hates Democrats and people who fight him in court. No, I correct them: he hates me personally. www.democracydocket.com/opinion/trum...

BARCLAYS DESK: “.. indices still haven’t done much but there has been an abundance of market stress elsewhere with over 50% of SPX down at least 20% from all-time highs, and some of the poorest breadth divergences witnessed since data collection began in the 1990s.”

> @axios.com

BARCLAYS DESK: “.. let’s face facts; the combined disclosed lab revenues of circa $150bn .. is not going to cut it when the ecosystem needs well in excess of $1trn .. I’ve yet been presented with a credible framework as to where this money is going to come from ..”

Of course they are. Intimidation is what they do best.

BLAS: “.. Once again, I had to update the y-axis as the cost of oil freight (Persian Gulf to the Far East) climbs further. Now at >$1.4 million per day.” @bloomberg.com @javierblas.bsky.social ⛽️

📬 USPS delays this midterm season could cause your mail ballot to not be counted. Nearly half the zip codes in the lower 48 will be affected by new USPS procedures. We mapped those zip codes to help you figure out whether your mail ballot could be affected ⬇️

“.. defense companies backed by the president's sons, including Anduril, have now raked in more than $6 billion dollars in active or promised government contracts since those investments were made, according to the government's official contract reporting. abcnews.com/Politics/tru...

“.. That works out to between $54,000 and $81,000 for each additional industry job. Under less optimistic assumptions, the cost per job could rise to as much as $125,000.” @scottlincicome.bsky.social www.cato.org/blog/federal...

Election deniers want the Trump administration to use false claims that voting machines are compromised as justification to seize voting machines. They believe that the commerce secretary already has authority to do that — a view that legal experts say is way off base: https://demdock.com/4BaDLxl

(Politico) - ABC programs are already tempering their election coverage ahead of the midterms to avoid angering President Donald Trump, a lawyer for the broadcast company told a federal judge on Tuesday .. @politico.com $DIS www.politico.com/news/2026/10...

SENTIMENTRADER: “.. S&P 500 closed at a record high. With twice as many lows as highs on the NYSE. Here's every date the S&P closed at a record and the NYSE low/high ratio was > 2: 6/22/29...2.1 12/3/99...2.0 12/21/99...4.2 12/22/99...4.1 12/23/99...2.3 12/29/99...2.4 10/6/26...2.6”

“.. U.S. imports of semiconductors, which are now up by 185% y/y ..” - Schwab

US 30-YEAR TREASURY YIELD RISES TO 5.69%, NEW HIGH SINCE 2002

“.. The only major economy that has seen its 10-year bond yield rise more than the U.S. this year is France, where Ed Yardeni says the government there ‘may be on the verge of a full-blown debt crisis.’” 🇫🇷 @kopack.bsky.social

Wonder what projected costs those margins have baked in.

The IMF issuing a statement to reassure the public that bond markets are "functioning in an orderly manner" is highly unusual—and risks raising more questions than it answers. #economy #markets #bonds #yields

RAPIDAN: “.. Fearing US export restrictions, we assess Europe is now likely to act. However, even if Europe follows through, the odds of US export restrictions remain a solid 40% due to acute political anxiety in the White House.”

Help democracy by staying informed. Become a Democracy Docket subscriber today. If you can afford it, become a premium member. Either way, sign up now. demdock.com/4w6emld

‼️ FACT: Federal law bans armed civil or military officers from voting locations. However, Trump administration officials have repeatedly threatened to send armed federal agents to the polls to intimidate voters at the polls.s. Here’s how Democrats are fighting back ⬇️

FEDWATCH: “.. the long‑dated prediction market now assigns roughly a 65% chance that the Strait won't fully reopen until 2028 .. .. That leaves the prospect of a 6% handle on the 10‑year still lurking, driven by increasingly adverse demand dynamics in the Treasury market.”

As Democrats focus on federal candidates, Trump and his allies have homed in on the local offices where most election disputes start and end, write Kim Rogers and Eric Ming. They have stacked the courts with judges who will approve anything to ensure MAGA victories: https://demdock.com/4AA78sj

Before the week begins, I have a specific request: Spread the word about the threats to democracy and how we can fight back. Tell everyone to subscribe to Democracy Docket and share its content. demdock.com/4w6emld

💪 Prosecutors from across the country banded together to form the Fight Against Federal Oversight, or FAFO — the acronym an intentional nod to the slang phrase “F— Around and Find Out.” Here’s how they’re working to prepare for the possibility of federal agents at or around poll sites ⬇️

If you are overwhelmed by all the cruelty and tempted into hopelessness, you are a good person and on the right side of history. Those in power want nothing more than to steal your hope and drive you into apathy. Keeping your empathy and hope alive is an act of resistance.

NEW: Justice Ketanji Brown Jackson blasted the conservative majority for ignoring the harm voters will endure by allowing Trump to use a flawed system for voter purges. "The harm caused by burdening...lawful voters outweighs the nonexistent harm that the government experiences," she wrote.