And here's another one of the "speaks very well but gets things wrong all the time" crowd - Yanis. In discussion with Martin Wolf he does put an interesting angle on the tech bourgeoisie
youtu.be/qFeUN1M78NA?...
I forced myself to watch Niall's presentation. Calling something "your name's" law and demading applause at the end (even jokingly) is such on character with him. That said, some of the long-term charts are interesting, if you can survive the narrative 😀
youtu.be/IUJMyTJ9gyI?...
Quiz: when was the last time S&P500 ended a year with double 0 at the end?
Literal "boom"
Biden allows Ukraine to strike Russia with US-supplied long-range missiles - on.ft.com/3UVd1NN via @financialtimes.com
Mate.
Fair, but an interesting angle I heard recently was that having the Trump 1.0 experience in mind, very many people would have rejected an offer to join the cabinet.
AG Gaetz is kind of big though, isn't it?
Matt Gaetz... 🤦♂️
No inflation surprises plus the world on hold until late January Trump) is putting a significant pressure on vols. Vix down quite a bit despite this week's weakness/risk-off.
Boring is good.
UA assets have been rallying hard in the last week. Same Middle East.
Omg completely forgot about him!
youtu.be/TKBJoj4XyFc?...
A very non obvious and sophisticated one I might add
We should have a list of people we hope do NOT join this place...
I really like when @pkrugman.bsky.social goes "wonkish" on international trade and flows. Do read 📚 :
stonecenter.gc.cuny.edu/can-trump-re...
Let's both make a list - you'll be on mine and I'll be on yours so it looks super legit
*26
And yes, but in 🔴 and 🟢
Does this chart say what they say it says, though?
Deutsche CEO Christian Sewing used to run private banking. He is now culling private bankers... 🤔
www.ft.com/content/56b9...
What did Tusk say?
"I've long thought whether to say it or not, but I'll say it directly. Some assumptions about CO2 emissions are shattering the European economy, even in such obvious places as hydrogen energy".
Between last month's IMF meetings and Trump's victory, I think it's fair to say the tide has now turned completely. Today's victory for Shell is yet another example (another being Saturday's comments from 🇵🇱 PM Tusk)
www.reuters.com/business/ene...
@peark.es hey man, you still at bespoke? Who can I talk to about it being blocked in Poland? Tried from various devices and getting the same... tx
I tak można pić kawusię ☕️
I love O'Brien!
Yeah, and no pictures!
😍 Lovely!
🏆Wielka Gala Widoków z Wieży🏆
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