Selena Persad

Global Macro Investor. Not investment advice. #peregrinefalcon #tempo

[Dow @mark_dow]

Powell is the best of us

[Selena Persad @SelenaPatterns]

Congratulations to Hungary. Hope this closes the chapter forever on a generation of a dictatorship and corrupt ruling class.

Yes, the EU is imperfect, but their imperfect is better than the other guy’s.

Don’t mess this up, Europe.

#💶💶💶

[Selena Persad @SelenaPatterns]

I know zilch about frontier models. But in last 2 wks, Claude built my project kickoff deck (better than 1+ mo of me failing to explain it to a teammate) and today sorted/deleted/created topic folders in my messy downloads. Speechless.

#Claude

[6529 @punk6529]

total and complete victory for Kurzweil

called it all 35 years ago and never wavered

[Selena Persad @SelenaPatterns]

@davidzmorris The entire All-In podcast is a SPAC.

[Selena Persad @SelenaPatterns]

@mark_dow Mark, you’re “‘kill’in” it with your humour these days.

[Vinod Khosla @vkhosla]

I truly admire people like @DarioAmodei who stick to principles

[Selena Persad @SelenaPatterns]

Good thing we have an AI CZAR, who doubles as an expert in ending the war in Ukraine. We're definitely in good hands.

[Selena Persad @SelenaPatterns]

@Evan_ss6 ZH’s conspiracies have their own conspiracies.

[Selena Persad @SelenaPatterns]

@mattturck Communism is crushing it in NYC right now

[Selena Persad @SelenaPatterns]

@smithtrades Well said @smithtrades.

[Selena Persad @SelenaPatterns]

@thetripathi58 Where did you license the "live market data" from?

[Selena Persad @SelenaPatterns]

“we are not the Britain of the Brexit years any more,”

It’a about time the UK has a sensible PM, willing to say this out loud.

[Alex Wickham @alexwickham]

BREAKING: Keir Starmer’s speech at Munich Security Conference is by far his most detailed analysis of British foreign policy and European security to date.

— he rejects talk of a “rupture” with the US, warning “that could prove to be a moment of destruction.” The US “remains an indispensable ally.” But still he says “we recognise things are changing,” and that transatlantic relations must undertake “radical renewal.”

— that means “rather than pretending we can replace all US capabilities, we should decrease some dependencies and diversify.” He calls for closer UK-EU cooperation on defence financing.

— says “we are not the Britain of the Brexit years any more,” calling for closer UK-EU relations on defence and trade, to loud applause in the room.

— directly says he will pursue “closer economic alignment” with the EU. “We must look at where we can move closer to the single market… the prize here is greater security and stronger growth.” Admits that will mean political “tradeoffs” domestically but vows he will proceed because it’s in the national interest, again to applause.

— Says Europe is a “sleeping giant” and “we need to deliver a step change on collaboration.” Says that in the 1930s leaders were too slow to level with the public about the realities and that now they “must build consent about decisions we must take to make us safe.”

— “we are not at a crossroads today. The road ahead is straight and clear. We must build our hard power because that is the currency of the age.” That will spur expectations that he has to more rapidly increase defence spending

— says UK will deploy Carrier Strike Group to the Arctic this year alongside US and Canadian forces

— warns that Russia is rearming and that if there is a peace deal in Ukraine that rearmament will accelerate and increase the threat to Europe.

— vows the UK would defend any NATO country that comes under attack under Article 5. “Be in no doubt, if called upon the UK would come to your aid today”

[RS Archer @archer_rs]

Kier Starmer announcing the end of the Brexit years and a deeper relationship with the EU that hints at a return to full membership is great news for everyone who cares about Britain's future.
#Brexit

[Selena Persad @SelenaPatterns]

@mark_dow Dude collapsed so hard down the rabbit hole. Still remember getting his banking pieces, which I was always happy to read.

[Selena Persad @SelenaPatterns]

@mark_dow What’s your take on today’s NFP?

[Selena Persad @SelenaPatterns]

👀

#💷

[Financial Times @FT]

The so-called century bond will form part of a debut sterling issuance this week by Google's parent company. https://t.co/e6gB2F2FLC

[Selena Persad @SelenaPatterns]

This may be a good time to remember that Cardi B. is half-Trinbagonian. We claim her.

We claim Rihanna too — who obviously belongs to the beautiful island of Barbados. But we can dream. 🇹🇹🇹🇹🇹🇹

[Marc Chandler @marcmakingsense]

POTUS says he is not concerned with the dollar's decline and the market took the cue and sold dollars in response. For all the moaning and belly aching that the fx rate is set outside the US, between Bessent last Friday and POTUS today, clearly the US has some agency.

[Selena Persad @SelenaPatterns]

@tana_inc Emailing your [email protected] since Jan. 15 on an issue I've had for months. Haven't heard anything back. Someone was helping me in December, prior to the holidays.

My Tana is still not working; and I'd like a credit back for the past few months. Please reach out asap.