Andreas F

Here for the fintwit and the funtwit.
Navigating through the new market regime of shortages and volatility.

[Andreas F @KPlethi]

Bull minus bear (market)
Small minus big (capitalization)
High minus low (relative book value)
Conservative minus aggressive (capex)
Robust minus weak (earnings)

[Andreas F @KPlethi]

Oh dear!

[Tyler @TylerDurden]

Argentine will beat Switzerland and lose to England.

Spain will beat France. Setting up a repeat of 2024 final. Lamine Yamal is now very average and much taller.

England become first Muslim country to win a World Cup.

[Andreas F @KPlethi]

@TommyEckhard @VceOfReason Stimmt leider. Was sie hören ist Propaganda, dass wieder was gegen Kinderpornographie gemacht wurde.

[mert @mert]

this shit is INSANE

this is the **fourth** time the EU terrorists have tried to pass chat control (i.e scanning of all your private messages)

they literally get hard from trying to surveil you no matter how many times the people vote no

[Andreas F @KPlethi]

@MartinSonneborn Wo sind sie verdammten Problem Pony Protest*Innen wenn man sie mal braucht?

[Andreas F @KPlethi]

When a movement puts their flag in every street... you know its interesting times ahead

[Mayor of London, Sadiq Khan @MayorofLondon]

Today at Pride in London, we’ll show the world that love will always triumph over hate.

[Inverse Cramer @CramerTracker]

Happy 250th America🇺🇸

[Andreas F @KPlethi]

@Leonajardinho The American dream showing signs of nightmare

[Andreas F @KPlethi]

@ecb @Lagarde @LesEchos Why you guys always late?

[Andreas F @KPlethi]

@zerohedge

[Green Planet @Elizabeth_Ruler]

It’s wild how 3 deaths from Hantavirus got more media attention than 50,000+ people in Venezuela are missing!

[Just Another Pod Guy @TMTLongShort]

If you understand corporate America it is fairly intuitive that for the longest time the shortest path to managerial progression was increasing headcount in your department.

Every cycle you made the case for why you needed more bodies as you executed against some sort of revenue target.

This time things are going to go in reverse.

Tokens are going to be allocated by department based on demonstrable ROI. Initially that return metric will primarily be based on incremental efficiency.

Department heads that can show a clear trade-off between headcount and tokens will be rewarded. Those who can’t will be starved of compute.

This means the incentives are now in reverse. The more people you can cut in your org the more tokens you’ll be allocated and the higher profile you become in the broader org.

The fastest way to be promoted is to have a high token allocation and a clear track of gutting humans.

When I say the Hunger Games are coming to corporate America I really mean that shit ✌️

[Andreas F @KPlethi]

@th_so2 @ulfposh @lijusolid lol
Was heutzutage alles möglich ist...
Er (hust) ist Feminist, Antifaschist und, jetzt kommt's, Antisemit.

[Andreas F @KPlethi]

@GeorgeGammon The recession trade is on.

[Keyser Soze @James56487175]

1) Inflation is dead (finally). The opposite is the problem now.

2) The hawkish Fed is making an error.

3) PMs get liquidated first and then moon thereafter as the deflation scare/financial instability bites.

[Andreas F @KPlethi]

@OptionsMir Good news for US consumers and real estate. The counter-narrative - comeback of inflation - was maybe just that, a narrative.

[Andreas F @KPlethi]

@PolitlcsUK @trader1sz Bloody splendid !!

[Andreas F @KPlethi]

@Liberfach0 @KarloMadrazo

[*Walter Bloomberg @DeItaone]

PIMCO WARNS DEFAULT WAVE IS COMING

PIMCO warns that a credit-loss cycle is underway, with defaults expected to rise sharply among lower-quality borrowers, including leveraged and private credit companies. The firm says AI-driven disruption could hurt heavily indebted businesses, while current credit markets appear complacent about risks. PIMCO favors intermediate-term government bonds, citing recession risks, persistent uncertainty, and the potential for future central-bank rate cuts.

[Andreas F @KPlethi]

@CheddarFlow No worries, built for vertical landing.

[Andreas F @KPlethi]

@Keir_Starmer Just here for the ratio.