Genevieve Signoret
@gsignoret.bsky.social
Asset manager, wealth manager, entrepreneur, international macroeconomist, writer. Based in Querétaro, Mexico. President and Head of Asset Allocation at TransEconomics.
I’m riveted by pre-Hispanic history of the Americas, but become completely turned off when it’s narrated in the tone of a sales pitch.
November 11, 2025 at 12:34 AM
I’m riveted by pre-Hispanic history of the Americas, but become completely turned off when it’s narrated in the tone of a sales pitch.
Reposted by Genevieve Signoret
I'm also not sure there is a realistic history in which the US and EU basically get together to stop China's growth and maintain their own pre-eminence, not least after the financial crisis reduced confidence in their own economies.
November 10, 2025 at 7:22 PM
I'm also not sure there is a realistic history in which the US and EU basically get together to stop China's growth and maintain their own pre-eminence, not least after the financial crisis reduced confidence in their own economies.
Reposted by Genevieve Signoret
Am I getting my DOGE check or my tariffs check first?
November 10, 2025 at 5:47 PM
Am I getting my DOGE check or my tariffs check first?
Reposted by Genevieve Signoret
Amén.
So when you read headlines saying things like "sentiment across the country is close to the lowest its ever been", it's worth asking what that's actually based on.
November 10, 2025 at 8:15 PM
Amén.
Reposted by Genevieve Signoret
Very interesting paper. Confirms what we knew from cross-country studies - large, rapid effects. The really interesting part is the firm-level analysis, which shows similar, if somewhat lower, magnitudes.
www.nber.org/papers/w3445...
www.nber.org/papers/w3445...
November 10, 2025 at 11:44 AM
Very interesting paper. Confirms what we knew from cross-country studies - large, rapid effects. The really interesting part is the firm-level analysis, which shows similar, if somewhat lower, magnitudes.
www.nber.org/papers/w3445...
www.nber.org/papers/w3445...
Reposted by Genevieve Signoret
The firm-level analysis compares firms with more EU exposure (via imports and exports, migration, EU regulation, directors who are EU nationals) to those with less. Striking that it finds investment, productivity and employment effects similar to the macro studies (if somewhat smaller).
November 10, 2025 at 11:47 AM
The firm-level analysis compares firms with more EU exposure (via imports and exports, migration, EU regulation, directors who are EU nationals) to those with less. Striking that it finds investment, productivity and employment effects similar to the macro studies (if somewhat smaller).
I'm finding ChatGPT to be a good trainer in how to better deliver feedback by email. Today not only did I get a helpful draft but also general coaching. Example: "Here is a reframe you can use before writing feedback: 'My goal isn’t to be right. My goal is that the behavior changes.'"
November 10, 2025 at 2:13 PM
I'm finding ChatGPT to be a good trainer in how to better deliver feedback by email. Today not only did I get a helpful draft but also general coaching. Example: "Here is a reframe you can use before writing feedback: 'My goal isn’t to be right. My goal is that the behavior changes.'"
It’s a miracle.
November 10, 2025 at 3:20 AM
It’s a miracle.
Reposted by Genevieve Signoret
Today's crazy world, data point #473: My mom helps out in a food pantry in rural Germany. And they now got contacted by American soldiers and civil servants from a nearby US-army base, because people have not received salaries for months because of the government shutdown...
November 6, 2025 at 10:24 AM
Today's crazy world, data point #473: My mom helps out in a food pantry in rural Germany. And they now got contacted by American soldiers and civil servants from a nearby US-army base, because people have not received salaries for months because of the government shutdown...
The market questions are:
1) Are AI capex and thus AI-related demand for financing and thymus AI-related asset valuations bubbling. The answer is surely (I judge) yes. The harder question is what to do about it in your portfolio.
1/n
1) Are AI capex and thus AI-related demand for financing and thymus AI-related asset valuations bubbling. The answer is surely (I judge) yes. The harder question is what to do about it in your portfolio.
1/n
November 9, 2025 at 12:51 AM
The market questions are:
1) Are AI capex and thus AI-related demand for financing and thymus AI-related asset valuations bubbling. The answer is surely (I judge) yes. The harder question is what to do about it in your portfolio.
1/n
1) Are AI capex and thus AI-related demand for financing and thymus AI-related asset valuations bubbling. The answer is surely (I judge) yes. The harder question is what to do about it in your portfolio.
1/n
I had set it aside so long I decided to start over. (So I know what happened.)
November 9, 2025 at 12:33 AM
I had set it aside so long I decided to start over. (So I know what happened.)
So great!
Yuval Noah Harari: Only generosity can secure peace between Israelis and Palestinians
Yuval Noah Harari: Only generosity can secure peace between Israelis and Palestinians
November 8, 2025 at 2:04 PM
So great!
Yuval Noah Harari: Only generosity can secure peace between Israelis and Palestinians
Yuval Noah Harari: Only generosity can secure peace between Israelis and Palestinians
If you have cash (you save consistently), weeks like last week can be fun.
November 8, 2025 at 1:33 PM
If you have cash (you save consistently), weeks like last week can be fun.
I don’t buy the narrative that strong consumer demand explains Expedia’s stock price catapult. Would not Booking’s be shooting up also?
Booking.com
November 8, 2025 at 1:29 PM
I don’t buy the narrative that strong consumer demand explains Expedia’s stock price catapult. Would not Booking’s be shooting up also?
Wordle was a killer.
November 8, 2025 at 1:19 PM
Wordle was a killer.
So … are you watching The Diplomat?
November 8, 2025 at 3:24 AM
So … are you watching The Diplomat?
There's nothing like being a veteran. With a blackout on US macro indicators, I just came up two 8-quarter scenarios for the global economy and markets, modeled them, and wrote the executive summary for the report. (Who needs data? 😄)
November 7, 2025 at 11:40 PM
There's nothing like being a veteran. With a blackout on US macro indicators, I just came up two 8-quarter scenarios for the global economy and markets, modeled them, and wrote the executive summary for the report. (Who needs data? 😄)
I’m abandoning The Bee Sting by Paul Murray on page 106, about 1/6 of the way through.
It’s said to be tragicomic but I haven’t tapped into the comedy. Catch 22 is tragicomic. You laugh most of the time but at the end and a few times in between you sob.
Here I merely suffer.
It’s said to be tragicomic but I haven’t tapped into the comedy. Catch 22 is tragicomic. You laugh most of the time but at the end and a few times in between you sob.
Here I merely suffer.
November 5, 2025 at 6:43 PM
I’m abandoning The Bee Sting by Paul Murray on page 106, about 1/6 of the way through.
It’s said to be tragicomic but I haven’t tapped into the comedy. Catch 22 is tragicomic. You laugh most of the time but at the end and a few times in between you sob.
Here I merely suffer.
It’s said to be tragicomic but I haven’t tapped into the comedy. Catch 22 is tragicomic. You laugh most of the time but at the end and a few times in between you sob.
Here I merely suffer.
Reposted by Genevieve Signoret
“.. Democrats lead Republicans in the fight for Congress by 8 points, 50%-42%, the largest lead for either party on the congressional ballot in the NBC News poll since the 2018 midterms.
@nbcnews.com
www.nbcnews.com/politics/ele...
@nbcnews.com
www.nbcnews.com/politics/ele...
November 2, 2025 at 2:26 PM
“.. Democrats lead Republicans in the fight for Congress by 8 points, 50%-42%, the largest lead for either party on the congressional ballot in the NBC News poll since the 2018 midterms.
@nbcnews.com
www.nbcnews.com/politics/ele...
@nbcnews.com
www.nbcnews.com/politics/ele...
Oh well.
Great game and series.
Great game and series.
November 2, 2025 at 4:18 AM
Oh well.
Great game and series.
Great game and series.
There’s still hope
November 2, 2025 at 4:09 AM
There’s still hope
I CANNOT BELIEVE IT
November 2, 2025 at 3:16 AM
I CANNOT BELIEVE IT
I do love a double play.
November 2, 2025 at 2:33 AM
I do love a double play.