Garage Band Hedgefund 🇪🇺🇺🇦 @GHedgefund
Finance, Emerging Markets, Political Risk - currently Econ PhDing (suffering) London/Frankfurt Joined May 2021-
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Garage Band Hedgefund 🇪🇺🇺🇦 retweeted
The UK faces the doom loop of rising borrowing costs, growing deficits and a government facing a lot of bad choices to raise revenues. Yields on 30-year gilts have reached their highest levels since 1998. (1 of 3)
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ChatGPT has taken my phyton skills to another level, problem is I now only understand 10% of what I’m doing, while doing it 5 times faster. Feels productive, but ultimately unsatisfactory
Garage Band Hedgefund 🇪🇺🇺🇦 retweeted
Takeaway from my econometrics class project: sharpe ratio is just propaganda seemingly invented by bond fund managers
Stewards of capital, bright allocators of funds, highly paid experts out in full force on this app today
Also, not going to be an “amazing inflection” if a candidate like Tarcisio somehow is elected. Commodity/China exposure, red tape, arcane tax laws, elite capture, inequality will remain. Will be very fun to own dirt cheap stocks during the run-up to the disappointment, though
Also, not going to be an “amazing inflection” if a candidate like Tarcisio somehow is elected. Commodity/China exposure, red tape, arcane tax laws, elite capture, inequality will remain. Will be very fun to own dirt cheap stocks during the run-up to the disappointment, though
Hate to be one the same page as this guy as far as positioning and political judgment goes, but…
Hate to be one the same page as this guy as far as positioning and political judgment goes, but…
Hmmmm
I’m not sure if “contrarian” is the right wording here
I’m not sure if “contrarian” is the right wording here
Was under the myopic impression that the great rally in financials stocks was a German thing. Just looked at some Italian and Spanish banks. Damn.
BTP-Bund spreads at multiyear lows, Italy budget deficits trending towards meeting EU fiscal rules, primary balance positive, Meloni unlikeable politically, but a savy political operator…
BTP-Bund spreads at multiyear lows, Italy budget deficits trending towards meeting EU fiscal rules, primary balance positive, Meloni unlikeable politically, but a savy political operator…
Apparently the people using betting markets disagree quite vehemently with the people trading Ukraine sovereign risk or it’s equity proxies when it comes to the probability of a ceasefire
Guess it’s not a surprise that the IDF is vocally and publicly opposed to a operation in Gaza
Guess it’s not a surprise that the IDF is vocally and publicly opposed to a operation in Gaza
Even if we ignore the prior systematic targeting of hospitals by Israeli army and the tens of journalists already killed in Gaza, terming the killing of journalists inside a medical facility a „mishap“ shows a complete detachment from reality
Even if we ignore the prior systematic targeting of hospitals by Israeli army and the tens of journalists already killed in Gaza, terming the killing of journalists inside a medical facility a „mishap“ shows a complete detachment from reality
That’s the official White House account. Absolute disgrace
That’s the official White House account. Absolute disgrace
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