GeorgeT

[GeorgeT @gtsoun]

@gianlucac1bis Not commenting on the back of this post but based on your posts over the last couple months. Markets penalise emotion. You seem too obsessed with a selloff coming. Careful

[GeorgeT @gtsoun]

@INArteCarloDoss @IanShepherdson And how do you know? :)

[GeorgeT @gtsoun]

@rahulgupta @FirstSquawk 7m on a 200m value is 3.5% not 0.2%-0.4%

[GeorgeT @gtsoun]

@AndreasSteno how does this graph show what you are saying? I see a drop from 200 to 125 (-37.5%) when the period affected is 3 days starting from Sat morning. So with 3 out of 7 days within your lookback affected we see close to 40% drop. If you have daily numbers then maybe show these?

[GeorgeT @gtsoun]

@AndreasSteno All of us getting richer means inflation my friend!

[GeorgeT @gtsoun]

@jeuasommenulle Byw what’s happening with Spanish banks?

[JohannesBorgen @jeuasommenulle]

Lunaire

[GeorgeT @gtsoun]

@kofinas Napoleon, Churchill

[GeorgeT @gtsoun]

@agnostoxxx @chatdowntoearth I thought you lived in Greece?

[GeorgeT @gtsoun]

@SteveMiran * Israel sees indications that Iran may launch missile/drone attacks from Iranian territory, possibly on Friday; Israeli officials inform US that Iranian attack will trigger response*

[GeorgeT @gtsoun]

@agnostoxxx @INArteCarloDoss Still, at 7.5x earnings though! The revenge of the underdogs

[GeorgeT @gtsoun]

@leadlagreport Or they are just responding to the ECB revised growth and inflation projections?

[GeorgeT @gtsoun]

@agnostoxxx @JackFarley96 Some more hints on your semiconductor optics pick?

[GeorgeT @gtsoun]

@jeuasommenulle Question. How is it that today on thr back of this news Santander is losing 3bn in market cap whereas Lloyds 500m? Does the market price in such difference in the fines to be imposed by EU and UK regulators?

[GeorgeT @gtsoun]

@BillAckman @axelspringer @BillAckman I’ve followed your latest updates and think that: BI has largey reported accurate facts. BI has falsely interpreted and reported the facts as plagiarism. So their statement above, is quite accurate but doesn’t address the elephant in the room (plagiarism accusations)?

[GeorgeT @gtsoun]

@gianlucac1 Ultimately, the messaging of such moves is that in Europe it's not OK to be successful. Our governments are basically making the EU uninvestable - and this is not just for banks.

[GeorgeT @gtsoun]

@gianlucac1 Also, windfall taxes (if necessary) need to be symmetric. Did governments impose windfall taxes to start-ups or tech companies that benefited massively from ultra low rates in the last decade? Penalising oil & gas and banks is just a populist move - they are the villains.

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

3rd episod of the italian tax on banks

The saga continues

According to a note of the Treasury (Mef) the taxi will not be superior to 0.1% of total bank assets

Total bank assets €4tn circa

Max tax levied €4bn

Tomorrow is another day.

@ThManfredi @jeuasommenulle

[GeorgeT @gtsoun]

@gianlucac1 Do we know if the tax is proposed to be applied on domestic NII only rather than the total NII (including international)?