Giacomo M. 🇮🇹🇨🇦

Mostly economics and finance.

[Giacomo M. 🇮🇹🇨🇦 @TheRealGoleador]

Do not get tired of doing good. You will harvest blessings if you do not give up.

(Galatians 6:9)

[Giacomo M. 🇮🇹🇨🇦 @TheRealGoleador]

Work can be an expression of your purpose without being the purpose of your existence.

[Giacomo M. 🇮🇹🇨🇦 @TheRealGoleador]

@MarioNawfal Polite way of saying "You're fired."

[Giacomo M. 🇮🇹🇨🇦 @TheRealGoleador]

#Homeschooling isn't about keeping kids away from the world.
It's about giving them the time, tools, and confidence to understand it:

- not a number in a class
- not a race to learn
- more time for real life
- less memorizing, more understanding
- stronger relationships

[Giacomo M. 🇮🇹🇨🇦 @TheRealGoleador]

Higher interest rates are really the biggest threat to this AI boom.

[Giacomo M. 🇮🇹🇨🇦 @TheRealGoleador]

Your memories, failures, successes, and observations are a blueprint for others.

Sharing how you survived a difficult season or what you learned from a massive mistake prevents the next generation from having to reinvent the wheel.

[Giacomo M. 🇮🇹🇨🇦 @TheRealGoleador]

Fear God, keep His commandments and enjoy the simple, everyday gifts of life.

[Giacomo M. 🇮🇹🇨🇦 @TheRealGoleador]

@KushPatil_ When there was a toilet paper run at the groceries!😂

[Giacomo M. 🇮🇹🇨🇦 @TheRealGoleador]

Canadian housing market access across the household income distribution.
Affordability Gap = Median CMA home price / Max affordable home price.
Only newly built and sold detached and semi-detached houses in selected CMAs.

Source: CMHC, StatCan and own calculations.

[Giacomo M. 🇮🇹🇨🇦 @TheRealGoleador]

@LaStampa Concordo, storicamente, a livello di peso sull’inflazione, il costo dell’energia è quello che incide di più.

[Giacomo M. 🇮🇹🇨🇦 @TheRealGoleador]

@KobeissiLetter What the hell is going on there?

[Giacomo M. 🇮🇹🇨🇦 @TheRealGoleador]

@Owennfa Ever heard of “quantitative easing”? 😂

[Giacomo M. 🇮🇹🇨🇦 @TheRealGoleador]

"You're gonna be more polite, smarter, wiser, happier, more purpose, less corrupted, more understanding, more battle ready, better prepared, less confused, more grounded, more Christ-like...if you're #homeschooled."
- Charlie Kirk

[Giacomo M. 🇮🇹🇨🇦 @TheRealGoleador]

This chart shows what drove the S&P500 by breaking down inflation-adjusted total returns into valuation, earnings, and dividends (2010-2026).
P/E expansion/contraction completely dominates ST market volatility and investor sentiment swings. Earnings provide a steady baseline.

[Giacomo M. 🇮🇹🇨🇦 @TheRealGoleador]

@PiusSprenger I also believe this was a setback for Germany. Nuclear reactors provide reliable and enormous power which could have helped in these times of uncertain energy availability.

[Giacomo M. 🇮🇹🇨🇦 @TheRealGoleador]

@miriamberzi Che i contesti macro fossero diversi è indubbio. Ma il mio commento è un altro: lo spread non misura il rischio di un Paese in assoluto, bensì il differenziale rispetto al Bund. Se tutti e due i rendimenti salgono contemporaneamente il differenziale non cambia di tanto.

[Giacomo M. 🇮🇹🇨🇦 @TheRealGoleador]

@miriamberzi C’è anche da dire che lo spread rispetto ai Bund tedeschi dipende dall’andamento dei rendimenti di entrambi i Paesi. Un aumento dei rendimenti tedeschi può contenere l’allargamento dello spread francese, senza necessariamente indicare un miglioramento della percezione del rischio

[Giacomo M. 🇮🇹🇨🇦 @TheRealGoleador]

Very interesting.

[Cassandra Unchained @michaeljburry]

Well well well. Well.
Bloomberg: Broadcom CEO Likens Many AI Investors to Casino Gamblers
and more...
Broadcom’s Tan said AI model developers need to find customers that can generate returns from deploying the technology, rather than relying on users who are now “wasting money” on tokens as they experiment with AI.
“When you are a kid you go to a video arcade, you play. Your parents give you $10 of tokens, you finish it in 10 minutes and you haven’t learned anything,” he said. “That’s what happening in enterprises today.”

[Giacomo M. 🇮🇹🇨🇦 @TheRealGoleador]

@Ruffino_Lorenzo @BidutElia l'Italia è alta in classifiche mondiali per settori tradizionali di altissima qualità (meccanica di precisione, automazione, design, agroalimentare). È forte nei brevetti industriali e nella ricerca scientifica. Però fa fatica a trasformare le invenzioni in grandi innovazioni.

[Giacomo M. 🇮🇹🇨🇦 @TheRealGoleador]

@TyKeynes Did they even know what was going on before?

[Giacomo M. 🇮🇹🇨🇦 @TheRealGoleador]

Some people can’t relax until they clean the house.

Some people can’t clean the house until they relax.

Then they marry each other. 😂