Giacomo Santandrea

[Avichal Garg - Electric ϟ Capital @avichal]

Ironic that we got free AI from a hedge fund and $200/month AI from a nonprofit.

[BuccoCapital Bloke @buccocapital]

The interns at McKinsey and Morgan Stanley have been hard at work building incredibly precise, definitely correct, and beautifully color-coded predictions on the impact of Generative AI by industry

[Domenico De Giorgio, EU. Capre Diem (not a typo). @degiorgiod]

RE: the singularity of US Consumer Spending and on the reasons why 2023 was the recession that never came, this remains of unbeatable importance (until it lasts, as per previous tweet).

https://t.co/abzVckxlYl

@INArteCarloDoss
@gianlucac1

[KKGB @INArteCarloDoss]

This is nothing am sure.

[Robin Brooks @robin_j_brooks]

German exports of motor vehicles and parts (blue) to Kyrgyzstan are up 5500% since Russia invaded Ukraine. You don't have to be a rocket scientist to know that all this stuff is heading to Russia. It's not like Kyrgyzstan is suddenly in a massive boom. Germany has to stop this...

[Matteo Zorzoli @teozorzoli]

Sembra un quadro di Dalì

#Djokovic #NittoATPFinals

[Troll Football @TrollFootball]

Man United fans are ready for the derby

[Bravos Research @bravosresearch]

Warning: Banks are tightening lending standards at levels that have ALWAYS resulted in a recession

[Bravos Research @bravosresearch]

Everyone is betting on a "Soft Landing"

This won’t end well

[Remco Evenepoel @EvenepoelRemco]

For Gino.

[Giro d'Italia @giroditalia]

🇸🇮 It's all true.

🇸🇮 È tutto vero!

#Giro #GirodItalia

[Cycling out of context @OutOfCycling]

Less than ten minutes between the two pictures.

[Football Fights @Footballfights]

The famous San Siro Optical Illusion. (The columns aren't moving!) 🇮🇹😱

[GURGAVIN @gurgavin]

“BANK”RUPTCY BINGO UPDATE

FIRST REPUBLIC BANK IS THE LATEST TO FALL COMPLETING THE N COLUMN $FRC

[Inverse Cramer @CramerTracker]

Nice ROI

[Mon(k)ey Business @returnsmonkey]

Thanks for the inspiration @tasosvos
Cc: @YacineElMohri @subfincredit @NicoGladia @Banqkys @zeinvisiblehand

[Inverse Cramer @CramerTracker]

Classic

[gianluca c 🏴‍☠️🇻🇪 #MaskUp #noGBD #Truce Alfiere @gianlucac1]

My reconstruction of CS Schroedinger solvency

1) SNB gives line to CS on a friday
2) CS uses the lines
3) NB Lines can be given to an illiquid but solvent bank (Bagehot 101) in every legislation

4) On a Sunday SNB decides that Credit lines from LOLR are a "viability event"
1/4

[gianluca c 🏴‍☠️🇻🇪 #MaskUp #noGBD #Truce Alfiere @gianlucac1]

Best analysis so far on CS regulatory fuck up

@ThManfredi @CrossWordsCW
https://t.co/ajoNKvmn1B

[JohannesBorgen @jeuasommenulle]

And now it's Deutsche Bank's turn

"By creating emergency laws to bypass existing frameworks Swiss authorities compromise investors ability to rely on established frameworks upon which to assess the risks they are taking. To do so and to override NCWO [.] sets a poor precedent"