Christoph Gisiger
@cgisiger.bsky.social
US correspondent for The Market NZZ
themarket.ch
themarket.ch
Reposted by Christoph Gisiger
Half the internet is down tonight. Again.
November 27, 2025 at 2:27 AM
Half the internet is down tonight. Again.
Reposted by Christoph Gisiger
Here's a deep dive into rural communities doing data center deals with big tech companies... by Jordan Novet @cnbc.com www.cnbc.com/2025/11/25/m... (longread)
Why rural Wisconsin is blocking the AI data center boom: 'Horses are skittish'
Tech giants are increasingly facing community backlash as they select places to build mammoth AI data centers.
www.cnbc.com
November 25, 2025 at 5:49 PM
Here's a deep dive into rural communities doing data center deals with big tech companies... by Jordan Novet @cnbc.com www.cnbc.com/2025/11/25/m... (longread)
Reposted by Christoph Gisiger
maybe i am going insane
November 24, 2025 at 6:49 PM
maybe i am going insane
Reposted by Christoph Gisiger
"We own these two stocks that attract the gullible and conspiracy-minded and were surprised to learn that many of those same investors have lots of exposure to bitcoin..."
November 21, 2025 at 6:37 PM
"We own these two stocks that attract the gullible and conspiracy-minded and were surprised to learn that many of those same investors have lots of exposure to bitcoin..."
Reposted by Christoph Gisiger
“We’ve seen an expansion of the ecosystem to include companies with weaker balance sheets like Oracle and CoreWeave, more debt and we’ve also seen more interlocking and circular revenue relationships. That interconnectivity between the players brings systemic risk.” www.bloomberg.com/news/article...
November 21, 2025 at 3:50 PM
“We’ve seen an expansion of the ecosystem to include companies with weaker balance sheets like Oracle and CoreWeave, more debt and we’ve also seen more interlocking and circular revenue relationships. That interconnectivity between the players brings systemic risk.” www.bloomberg.com/news/article...
Reposted by Christoph Gisiger
NEW POST: A Frankenstein Of Financial Bubbles thefelderreport.com/2025/11/15/a...
A Frankenstein Of Financial Bubbles
Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.
PODCAST
Pa...
thefelderreport.com
November 15, 2025 at 4:01 PM
NEW POST: A Frankenstein Of Financial Bubbles thefelderreport.com/2025/11/15/a...
Reposted by Christoph Gisiger
‘Oracle has, in effect, become OpenAI’s US public market proxy.’ www.ft.com/content/064b...
November 18, 2025 at 3:31 PM
‘Oracle has, in effect, become OpenAI’s US public market proxy.’ www.ft.com/content/064b...
Reposted by Christoph Gisiger
'Blue Owl has blocked redemptions in one of its earliest private credit funds as it merges with a larger vehicle overseen by the asset manager in a deal that could leave investors with losses of about 20 per cent on their holdings.‘ www.ft.com/content/8c95...
Blue Owl private credit fund merger leaves some investors facing 20% hit
Asset manager blocks redemptions from one of its first private debt vehicles targeting wealthy individuals
www.ft.com
November 17, 2025 at 3:33 PM
'Blue Owl has blocked redemptions in one of its earliest private credit funds as it merges with a larger vehicle overseen by the asset manager in a deal that could leave investors with losses of about 20 per cent on their holdings.‘ www.ft.com/content/8c95...
Reposted by Christoph Gisiger
The "rebasement" trade...
November 14, 2025 at 1:53 PM
The "rebasement" trade...
Reposted by Christoph Gisiger
‘If there is a sudden stop in new lending to data centers, Ponzi finance units “with cash flow shortfalls will be forced to try to make position by selling out position”—in other words to force a fire sale—which is “likely to lead to a collapse of asset values.”‘ publicenterprise.org/report/bubbl...
November 13, 2025 at 9:07 PM
‘If there is a sudden stop in new lending to data centers, Ponzi finance units “with cash flow shortfalls will be forced to try to make position by selling out position”—in other words to force a fire sale—which is “likely to lead to a collapse of asset values.”‘ publicenterprise.org/report/bubbl...
Reposted by Christoph Gisiger
November 10, 2025 at 5:06 PM
Reposted by Christoph Gisiger
NEW POST: Investor ‘Greed’ Goes Off The Chart thefelderreport.com/2025/11/08/i...
Investor 'Greed' Goes Off The Chart
Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.
LINK
Fred ...
thefelderreport.com
November 8, 2025 at 10:20 PM
NEW POST: Investor ‘Greed’ Goes Off The Chart thefelderreport.com/2025/11/08/i...
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NEW POST: Building Monuments To The Greatness Of Big Tech thefelderreport.com/2025/11/01/b...
Building Monuments To The Greatness Of Big Tech
Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.
LINK
Point...
thefelderreport.com
November 1, 2025 at 1:45 PM
NEW POST: Building Monuments To The Greatness Of Big Tech thefelderreport.com/2025/11/01/b...
Reposted by Christoph Gisiger
I can't believe someone did 13 minutes of this youtu.be/Mw3SV6U_p0Q?...
Barren Planet (Full Episode) - Sopranos: The Next Generation (Star Trek Sopranos crossover edit)
YouTube video by emlowz
youtu.be
October 31, 2025 at 3:37 AM
I can't believe someone did 13 minutes of this youtu.be/Mw3SV6U_p0Q?...
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My standard spoilsport take on this: A company's market cap in real time is an inherently imprecise abstraction. Apple has been buying back about 100m of its shares per quarter so we'll probably find out from its earnings report on Thursday that it didn't hit $4T when it seems it did.
October 28, 2025 at 1:55 PM
My standard spoilsport take on this: A company's market cap in real time is an inherently imprecise abstraction. Apple has been buying back about 100m of its shares per quarter so we'll probably find out from its earnings report on Thursday that it didn't hit $4T when it seems it did.
Reposted by Christoph Gisiger
Okay i’m pretty sure I've seen this movie
October 29, 2025 at 1:08 PM
Okay i’m pretty sure I've seen this movie
Reposted by Christoph Gisiger
“Once you trace down where all these GPUs are going you get into the weeds of the neoclouds and all these electricity and property deals that are taking place. It’s easy to see how some obscure company fails and that cascades down the rest of the supply chain.” www.bloomberg.com/news/article...
‘This Is Not My First Bubble’: Nvidia’s Bear Stands His Ground
Many on Wall Street like to style themselves as contrarians, but few are swimming against the current as hard as Jay Goldberg, the lone bear on high-flying Nvidia Corp.
www.bloomberg.com
October 25, 2025 at 3:24 PM
“Once you trace down where all these GPUs are going you get into the weeds of the neoclouds and all these electricity and property deals that are taking place. It’s easy to see how some obscure company fails and that cascades down the rest of the supply chain.” www.bloomberg.com/news/article...
Reposted by Christoph Gisiger
‘AI may not simply be “a bubble,” or even an enormous bubble. It may be the ultimate bubble. What you might cook up in a lab if your aim was to engineer the Platonic ideal of a tech bubble. One bubble to burst them all.‘ www.wired.com/story/ai-bub...
AI Is the Bubble to Burst Them All
I talked to the scholars who literally wrote the book on tech bubbles—and applied their test.
www.wired.com
October 27, 2025 at 4:27 PM
‘AI may not simply be “a bubble,” or even an enormous bubble. It may be the ultimate bubble. What you might cook up in a lab if your aim was to engineer the Platonic ideal of a tech bubble. One bubble to burst them all.‘ www.wired.com/story/ai-bub...
Reposted by Christoph Gisiger
NEW POST: Searching For Meaning In Gold’s Scorching Rally, Part Deux thefelderreport.com/2025/10/25/s...
Searching For Meaning In Gold’s Scorching Rally, Part Deux
Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.
LINK
Raghu...
thefelderreport.com
October 25, 2025 at 3:05 PM
NEW POST: Searching For Meaning In Gold’s Scorching Rally, Part Deux thefelderreport.com/2025/10/25/s...
Reposted by Christoph Gisiger
Reposted by Christoph Gisiger
NEW POST: Searching For Meaning In Gold’s Scorching Rally thefelderreport.com/2025/10/18/s...
Searching For Meaning In Gold's Scorching Rally
Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.
QUOTE
Many...
thefelderreport.com
October 18, 2025 at 5:54 PM
NEW POST: Searching For Meaning In Gold’s Scorching Rally thefelderreport.com/2025/10/18/s...
Reposted by Christoph Gisiger
Raghuram Rajan: 'US financial conditions have eased throughout the Fed’s tightening phase. This suggests the excesses have not been squeezed out of the system, and will only grow again from a high level as monetary accommodation increases.’
www.ft.com/content/9511...
www.ft.com/content/9511...
Could central banks ease too much?
Financial crises and their consequences may be harder to arrest today than in the past
www.ft.com
October 17, 2025 at 7:05 PM
Raghuram Rajan: 'US financial conditions have eased throughout the Fed’s tightening phase. This suggests the excesses have not been squeezed out of the system, and will only grow again from a high level as monetary accommodation increases.’
www.ft.com/content/9511...
www.ft.com/content/9511...
Reposted by Christoph Gisiger
NEW POST: How Do You Measure A Bubble? thefelderreport.com/2025/10/04/h...
How Do You Measure A Bubble?
Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.
PODCAST
Ho...
thefelderreport.com
October 6, 2025 at 11:01 PM
NEW POST: How Do You Measure A Bubble? thefelderreport.com/2025/10/04/h...
Reposted by Christoph Gisiger
‘According to the Google Trends, search interest for "day trading class" is up 700% the past quarter and hit an all-time high this summer. Search interest in "trading coach" is up 325% over the same timeframe, while interest in "day trading group" is up 572%.‘ www.businessinsider.com/day-trading-...
October 5, 2025 at 4:27 PM
‘According to the Google Trends, search interest for "day trading class" is up 700% the past quarter and hit an all-time high this summer. Search interest in "trading coach" is up 325% over the same timeframe, while interest in "day trading group" is up 572%.‘ www.businessinsider.com/day-trading-...
Reposted by Christoph Gisiger
NEW POST: ‘Feelings Of Economic Vulnerability Can Foster Revolution’ thefelderreport.com/2025/09/27/h...
'Feelings Of Economic Vulnerability Can Foster Revolution'
Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.
LINK
New r...
thefelderreport.com
September 27, 2025 at 6:26 PM
NEW POST: ‘Feelings Of Economic Vulnerability Can Foster Revolution’ thefelderreport.com/2025/09/27/h...