Alexis Hongre

[Alexis Hongre @AHongre]

@jsblokland French debt crisis will precipitate the federalisation of the EU with consolidation of the countries’ debt at the EU level and taxing authority transferred too. The ultimate goal, the Hamilton moment.

[Alexis Hongre @AHongre]

@edzitron Does 2025 data even matter? I thought equities priced the future, not the past

[Alexis Hongre @AHongre]

@trevornoren That’s US but what about the rest of the world? Loads of projects worldwide too

[Alexis Hongre @AHongre]

Did you say “dark GPUs”???

[Alexis Hongre @AHongre]

@patrick_saner Don’t think I ever met a successful FX strategist

[Alexis Hongre @AHongre]

@StockSawvyShayy Direct play on mortgage rates and higher velocity of housing market totally gone wrong 🤔

[Alexis Hongre @AHongre]

@marc_vanguard Il semblerait logique que Melenchon se recentre au printemps (la base extrême gauche lui est acquise) et finisse bras dessus bras dessous avec Hollande entre les deux tours

[Alexis Hongre @AHongre]

Imagine having these debates around the invention and control of fire. It may harm people (it burns). It may destroy the planet (it spreads). But if we cook meat, our brain spends less time on digestion and more time on hunting gathering and setting up a stable social fabric that frees up progress of humanity.

[Alexis Hongre @AHongre]

Imagine having these debates around the invention and control of fire. It may harm people (it burns). It may destroy the planet (it spreads). But if we cook meat, our brain spends less time on digestion and more time on hunting gathering and setting up a stable social fabric that frees up progress of humanity.

[Alexis Hongre @AHongre]

Imagine having these debates around the invention and control of fire. It may harm people (it burns). It may destroy the planet (it spreads). But if we cook meat, our brain spends less time on digestion and more time on hunting gathering and setting up a stable social fabric that frees up progress of humanity.

[Alexis Hongre @AHongre]

Imagine having these debates around the invention and control of fire. It may harm people (it burns). It may destroy the planet (it spreads). But if we cook meat, our brain spends less time on digestion and more time on hunting gathering and setting up a stable social fabric that frees up progress of humanity.

[Alexis Hongre @AHongre]

Imagine having these debates around the invention and control of fire. It may harm people (it burns). It may destroy the planet (it spreads). But if we cook meat, our brain spends less time on digestion and more time on hunting gathering and setting up a stable social fabric that frees up progress of humanity.

[Alexis Hongre @AHongre]

@theallinpod @chamath @Jason @DavidSacks @friedberg Best chart I know from Bespoke Invest

[Alexis Hongre @AHongre]

@robin_j_brooks EM is selling into the US so I doubt they’ll do that well despite better debt/gdp. What about Bitcoin?

[Alexis Hongre @AHongre]

@KyleReidhead @MilkRoadAI Great chart from Bespoke

[Alexis Hongre @AHongre]

@zerohedge SNAP restrictions by Kennedy likely playing a role too

[Alexis Hongre @AHongre]

@zerohedge Richie P ain’t bearish. Tactical vs fundamentals I guess

[Alexis Hongre @AHongre]

@zerohedge Back to flat on huge guidance for AI chips, x2 next year and x2 again the next year. Not a zero sum game

[Alexis Hongre @AHongre]

@pequityresearch Cisco peaked at 100x inflated forward earnings. Nvidia is 20 maybe lower.

[Alexis Hongre @AHongre]

@pequityresearch I suppose this is healthy for companies to discuss a potential bust, it might even preclude it!