Marco Troiano, CFA 🇪🇺🇮🇹🇬🇧🏳️‍🌈

Bank analyst. Mostly tweeting data and views (my own, not necessarily shared my employer) about banks and the economy RT=interesting, not endorsement.

[Marco Troiano, CFA 🇪🇺🇮🇹🇬🇧🏳️‍🌈 @EuroBanks]

THREAD (1/17) Long thread on CoronaVirus and impacts on banks.
Full Disclaimer: shameless content promotion

[Marco Troiano, CFA 🇪🇺🇮🇹🇬🇧🏳️‍🌈 @EuroBanks]

@DanielOrtolan7 @CottarelliCPI A Karl Marx piace questo elemento

[Marco Troiano @MarcoTroiano82]

THREAD (1/10) Silvergate, SVB, Signature. Are European banks next?

[MRodriguezValladares, MRV Associates @MRVAssociates]

Where are the bank lobbyists & politicians who fought so hard for banks under $250 bn in assets to not be required calculate if they had enough high quality liquid assets to cover stressed cash outflows? @BankingGOP @SenateBanking @FSCDems @FinancialCmte @ABABankers (1)

[Marco Troiano, CFA 🇪🇺🇮🇹🇬🇧🏳️‍🌈 @EuroBanks]

@jeuasommenulle Imagine. I had booked Friday off to hit the slopes for the weekend.
Next time I'll put a short on just to hedge the cost of the vacation.

[Marco Troiano, CFA 🇪🇺🇮🇹🇬🇧🏳️‍🌈 @EuroBanks]

@jeuasommenulle I think I know but won't spoiler. Is this related to some regulatory change in the UK?

[Marco Troiano, CFA 🇪🇺🇮🇹🇬🇧🏳️‍🌈 @EuroBanks]

@mariannaaprile Questo e' bodysceming ;)

[Marco Troiano, CFA 🇪🇺🇮🇹🇬🇧🏳️‍🌈 @EuroBanks]

@SBF_FTX If it walks like a duck and quacks like a duck then it's probably a duck. And it has just been shot down. That happens to ducks a lot.

[Marco Troiano, CFA 🇪🇺🇮🇹🇬🇧🏳️‍🌈 @EuroBanks]

@mr_numbers @Frances_Coppola British red herrings?

[Marco Troiano, CFA 🇪🇺🇮🇹🇬🇧🏳️‍🌈 @EuroBanks]

@jeuasommenulle What world cup?

[Marco Troiano, CFA 🇪🇺🇮🇹🇬🇧🏳️‍🌈 @EuroBanks]

@jeuasommenulle An old city hand once told me:
"Keep it simple. Your equity allocation should be your time to retirement times inflation."
It works pretty well in most circumstances...

[Marco Troiano, CFA 🇪🇺🇮🇹🇬🇧🏳️‍🌈 @EuroBanks]

@jeuasommenulle My son noticed all politicians are for higher wages and he's for it. We don't talk to kids about money so I said "this is wage inflation" & he replied "so what?"

[Marco Troiano, CFA 🇪🇺🇮🇹🇬🇧🏳️‍🌈 @EuroBanks]

@jeuasommenulle If you manage to hold it to maturity get par + great grandchildren

[Marco Troiano, CFA 🇪🇺🇮🇹🇬🇧🏳️‍🌈 @EuroBanks]

@jeuasommenulle I take you don't believe a massive interest rate hike could have reversed capital flows?

[Marco Troiano, CFA 🇪🇺🇮🇹🇬🇧🏳️‍🌈 @EuroBanks]

President terminator

[Arnold Schwarzenegger @Schwarzenegger]

I love the Russian people. That is why I have to tell you the truth. Please watch and share.

[Trent Telenko @TrentTelenko]

Lady's and Gentlemen, boys & girls, it is time saddle up for another installment of the "Mud and Truck Maintenance in Ukraine" feed.

And this one will be a doozy, because we are talking about Russian truck refueling in the 64km column north of Kyiv. 🧵

1/

[Marco Troiano, CFA 🇪🇺🇮🇹🇬🇧🏳️‍🌈 @EuroBanks]

@fwred When I find myself in times of trouble, Mother Mary comes to me
Speaking words of wisdom, let it be

And in my hour of darkness she is standing right in front of me
Speaking words of wisdom, let it be

[Marco Troiano, CFA 🇪🇺🇮🇹🇬🇧🏳️‍🌈 @EuroBanks]

Anticlimax over.

[Marco Troiano, CFA 🇪🇺🇮🇹🇬🇧🏳️‍🌈 @EuroBanks]

@jeuasommenulle Italian political crises are such an anticlimax...

[Marco Troiano, CFA 🇪🇺🇮🇹🇬🇧🏳️‍🌈 @EuroBanks]

@jeuasommenulle Italian political crises are such an anticlimax...

[Marco Troiano, CFA 🇪🇺🇮🇹🇬🇧🏳️‍🌈 @EuroBanks]

@jeuasommenulle And so it was in September ;)

[Marco Troiano, CFA 🇪🇺🇮🇹🇬🇧🏳️‍🌈 @EuroBanks]

@Banqkys Too obvious perhaps (and Italian politics is not the place for obvious solutions) but... TINA! We'll see