Geoffrey Fouvry @GraphCall

Connect the Financial dots unapologetically. Get your scouring dose of fin analysis, in big-data & augmented web delivery ex hedgie 👇 get your free account graphfinancials.com New York, NY Joined March 2016

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Geoffrey Fouvry @GraphCall

9 hours ago

$1 tr pay package for Musk Right While we’re at it, why not a reverse dividend? Shareholders paying Tesla & Musk a subscription every year for the ‘privilege’ of being a shareholder (whatever that means now). This simulation is getting completely daft 🙄 finance.yahoo.com/news/tesla-off…

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Craig Shapiro @ces921

12 hours ago

The narrative just broke. The Fed isn’t cutting into strength anymore. It’s cutting into weakness.

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Geoffrey Fouvry @GraphCall

17 hours ago

@BeIIyoftheBeast The reason a central bank cuts is to shadow the reality that assets yields in bank are falling because of tepid credit demand. They do that otherwise the Net Interest Margin (difference between yield on assets and cost of Funding ) goes in reverse and the banks implode. IT DOES…

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Geoffrey Fouvry @GraphCall

18 hours ago

ETHE-RUN & BIT-CON The dollar recycling assets that fall with the USD 🙃👹

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Geoffrey Fouvry @GraphCall

18 hours ago

Expect a lot of momo traders to be wiped off on their options of getting margin called because they thought lower rate = money printing NOT. AT. ALL. (Already explained here) We are getting something that has a tiiiiny whiff of 1973. Stock down, DYX down, precious metals…

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Geoffrey Fouvry @GraphCall

19 hours ago

So what this market's locomotive exactly? Consumer lending securitization firms when employment is weaker? 🙃👹

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Geoffrey Fouvry @GraphCall

19 hours ago

Money Illusion: Today you are actually losing money in real terms on US Equities.

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Geoffrey Fouvry @GraphCall

2 days ago

$PLTR : My technical analysis

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Geoffrey Fouvry @GraphCall

2 days ago

This is all so predictable. nytimes.com/2025/09/04/wor…

Geoffrey Fouvry @GraphCall

2 months ago

This is all so predictable. nytimes.com/2025/09/04/wor…

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Geoffrey Fouvry @GraphCall

2 days ago

@robin_j_brooks Macron can't fire Lagarde let alone Meloni or politicians in Portugal or Ireland (who have adjusted). Greece had a tough medicine to swallow but they are really making serious progress. Even if you forget the rosy projections (in red) the data stays. That's the right trajectory…

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Geoffrey Fouvry @GraphCall

2 days ago

@MichaelAArouet TRANSLATION: Please continue the USD flow because the NIIC is badely negative and buy $PLTR at 100x sales which is a model of entrepreunerialism since 55% of its revenues are Police state gov revenues.