Ali Khayrallah

Working away at the G’s of mobile. Technology trends, big picture, strategery. Question everything. Caveat ignoramus. Go Blue! Go AUB! Go Lebanon!

[Ali Khayrallah @alisk]

Lebanon, where government, laws, and sovereignty are mere suggestions, where war and mayhem could break out at any moment… Bond traders: hold my beer! Government bonds on a tear…

[Jean Riachi @riachi_jean]

Lebanese eurobond prices have risen from below 24% to around 29% of par. This reflects, first, the fact that Lebanon is now one of the last sovereigns whose debt still trades at extreme distress levels, following the rebound in Venezuelan bonds. Second, markets appear to believe that the government and Parliament are finally moving toward a more credible resolution of the crisis, covering both public debt and bank deposits.

That said, higher prices also raise investor expectations for the restructuring. With thin trading volumes, part of the rally may simply reflect tactical positioning aimed at anchoring negotiations at higher levels.

The appropriate response is not to slow reform discussions, which are essential for depositors and economic recovery. Rather, Lebanon needs to shift the debate to fundamentals by clearly defining and publishing its realistic debt-servicing capacity, based on sustainable primary surpluses and taking into account the potential fiscal contribution required to repay deposits.

[Ali Khayrallah @alisk]

@TMFAssociates @5Gto6G @BigIdeasCapital @RichLightShed @peter_adderton @MasaSonCap @elonmusk It’s a rational choice to associate with the “satcom spring” and project its growth promise onto a great but flat mobile business. Could translate to valuation boost.

[Ali Khayrallah @alisk]

@BeirutCalling Interesting. A bit like Trump and Bernie crowds tapping into similar anger. But electorally, I bet no MAGA votes for Sayed.

[Ali Khayrallah @alisk]

@TruthaddictAA The answer is October-November, known to the locals as “tcherin”. Perfect weather, less overcrowded, you’ll be the center of attraction etc.

[Ali Khayrallah @alisk]

@paulg Was anything else mobile in his last decade? He seemed to have a remarkable ability to govern while dead :-)

[Ali Khayrallah @alisk]

@paulg Giving the sender the benefit of the doubt, assume there is actual useful information in the message. Then what difference does it really make why and how it was polished?

[Ali Khayrallah @alisk]

@EricBalchunas Speaking of ETFs and whatnot… I suppose they’re not just making up fancy synthetic investments, and have to interact directly with crypto accounts and online and offline wallets, correct? So they would be affected somehow, but I haven’t seen anything about that.

[Ali Khayrallah @alisk]

@paulg we = parents is a very strong reason, no?

[Ali Khayrallah @alisk]

This damn chair is the worst nightmare come to life of every full sized dude everywhere. The Good Lord gave us four legged chairs for a reason.

[Bauhaus Movement @BauhausMovement]

Designed by Ludwig Mies van der Rohe in 1927, the Cantilever Chair challenged conventional furniture design. Its graceful tubular steel frame eliminated the rear legs, creating the illusion of a floating seat while expressing the clarity and precision that became synonymous with modern architecture.

Discover Ludwig Mies van der Rohe:
https://t.co/4HtiqhwXgy

[Ali Khayrallah @alisk]

@babgi Climbing up the food chain where the fat margins are is desirable as a goal and a sign of success when it can be done. So this is great. But it requires the food chain to be happy, and keeping out the main players is a bad idea.

[Ali Khayrallah @alisk]

@martin_casado I speculate this is more about open source as effective dumping mechanism than about conflation. Oversimplifying, but it’s hard to compete against “here, use those nice free weights”. Quality, security etc. get left by the wayside…

[Ali Khayrallah @alisk]

@BZSEC @DKThomp They didn’t say they were granting you your wish. They just wanted you to feel heard. That in itself should be applauded.

[Ali Khayrallah @alisk]

@DKThomp Come on now! Where are you going to pour it out? Cream is free with your paid coffee, so you’re effectively paying for the volume. Now if you were really the optimizing kind, you’d keep drinking coffee and replenishing with cream, till the average comes out to your taste :-)

[Ali Khayrallah @alisk]

@KimGhattas To be precise, Syria was in the Western-ish camp in the 90’s, having jumped ship as the Soviet Union collapsed. Under Assad Sr. they suffocated the civil war in Lebanon, joined in the first Iraq war etc. all with US approval.

[Ali Khayrallah @alisk]

@greg16676935420 Fries, weapons, comic books…

[Ali Khayrallah @alisk]

@reallyoptimized I beg to differ. For big honking dudes like me who are challenged in every dimension, flying is literal torture, and every bit of space is sweet relief. Of course the longer, later the flight, the more valuable any increase in any dimension. Exclusivity is very low on the list.

[Ali Khayrallah @alisk]

@MarkIssaTexts This I s a legitimate ranking. You’re competing with multiple economies each 100 times that of Lebanon. It’s a miracle AUB shows up.

[Ali Khayrallah @alisk]

@AimenDean Your political point aside, there’s no mourning color as such in KSA. If anything, it would be white.

[Ali Khayrallah @alisk]

@EynatGuez @Uber If prices are as automated as they claimed they are, then every category has to fend for itself. Of course they can do whatever, including paying a bonus unrelated to supply and demand.

[Ali Khayrallah @alisk]

@growing_daniel It’s part of the deal. Like the strike zone in baseball. Or walking in basketball.

[Ali Khayrallah @alisk]

@MissAlly_01 Always secure the perimeter. Check for contraband. Make a couple of citizen’s arrests. It’s your duty and privilege.