Lenan
@comradelenan.bsky.social
Researcher in Political Economy & Philosophy.
Exploring how ideas shape societies.
Sharing reflections, analysis, and academic insights.
Exploring how ideas shape societies.
Sharing reflections, analysis, and academic insights.
🚀 Just released Terminal Trade - Open-source trading platform inspired by Bloomberg Terminal!
100% FREE APIs | Built for learning | MIT License
⚠️ Beta - UI glitches & bugs expected. Contributions welcome! 🤝
GitHub: github.com/letrinhandn/...
#Python #Trading #OpenSource #BloombergTerminal
100% FREE APIs | Built for learning | MIT License
⚠️ Beta - UI glitches & bugs expected. Contributions welcome! 🤝
GitHub: github.com/letrinhandn/...
#Python #Trading #OpenSource #BloombergTerminal
November 8, 2025 at 7:25 PM
🚀 Just released Terminal Trade - Open-source trading platform inspired by Bloomberg Terminal!
100% FREE APIs | Built for learning | MIT License
⚠️ Beta - UI glitches & bugs expected. Contributions welcome! 🤝
GitHub: github.com/letrinhandn/...
#Python #Trading #OpenSource #BloombergTerminal
100% FREE APIs | Built for learning | MIT License
⚠️ Beta - UI glitches & bugs expected. Contributions welcome! 🤝
GitHub: github.com/letrinhandn/...
#Python #Trading #OpenSource #BloombergTerminal
Perfect Vietnamese game! Hilarious plot haha marisa0704.itch.io/brother-hais...
Brother Hai's Pho Restaurant - Tiệm Phở Của Anh Hai by marisa0704
Running a Vietnamese Pho restaurant is not easy
marisa0704.itch.io
November 8, 2025 at 5:40 PM
Perfect Vietnamese game! Hilarious plot haha marisa0704.itch.io/brother-hais...
=🏦 A Swiss parliamentary panel signaled it will water down Bern’s draft capital rules that risked adding ≈CHF20 bn to UBS’s loss-absorbing buffer. The pushback eases pressure on the bank’s 14.4 % CET1 ratio, clearing room for dividends and potential buybacks from 2026.
November 4, 2025 at 7:01 PM
=🏦 A Swiss parliamentary panel signaled it will water down Bern’s draft capital rules that risked adding ≈CHF20 bn to UBS’s loss-absorbing buffer. The pushback eases pressure on the bank’s 14.4 % CET1 ratio, clearing room for dividends and potential buybacks from 2026.
=📉 Palantir fell up to 10% after Michael Burry disclosed a $912 mn short via derivatives—≈4% of the company’s market cap. The hedge-fund bet flags still-elevated AI valuations and may spill over to high-beta software peers as investors reassess cash-flow visibility.
November 4, 2025 at 6:01 PM
=📉 Palantir fell up to 10% after Michael Burry disclosed a $912 mn short via derivatives—≈4% of the company’s market cap. The hedge-fund bet flags still-elevated AI valuations and may spill over to high-beta software peers as investors reassess cash-flow visibility.
=💵 Nigeria will press ahead with a $2.3 bn Eurobond sale this week, defying a post-Trump-threat sell-off that pushed its 2031 notes toward 10% yield. Proceeds aim to plug a deficit near 4 % of GDP and rebuild FX reserves; pricing will test investor tolerance for heightened geopolitical risk.
November 4, 2025 at 4:01 PM
=💵 Nigeria will press ahead with a $2.3 bn Eurobond sale this week, defying a post-Trump-threat sell-off that pushed its 2031 notes toward 10% yield. Proceeds aim to plug a deficit near 4 % of GDP and rebuild FX reserves; pricing will test investor tolerance for heightened geopolitical risk.
=🏦 Brazil’s finance chief Haddad calls the 15% Selic ‘very restrictive’, dampening growth and pushing debt toward 90% of GDP. He urges the BCB to signal easing as inflation nears the 3% target and real rates exceed 10 pp, with easing worth roughly R$60bn/yr in interest savings.
November 4, 2025 at 2:01 PM
=🏦 Brazil’s finance chief Haddad calls the 15% Selic ‘very restrictive’, dampening growth and pushing debt toward 90% of GDP. He urges the BCB to signal easing as inflation nears the 3% target and real rates exceed 10 pp, with easing worth roughly R$60bn/yr in interest savings.
=📈 Apollo’s Q3 distributable earnings rose 20% y/y to about $1.4 bn ($1.45/sh), beating estimates, while AUM hit a record ~$990 bn—within reach of the $1 trn milestone. Robust fee income and private-credit inflows expand dry powder and tighten Apollo’s grip on leveraged-finance pricing.
November 4, 2025 at 12:01 PM
=📈 Apollo’s Q3 distributable earnings rose 20% y/y to about $1.4 bn ($1.45/sh), beating estimates, while AUM hit a record ~$990 bn—within reach of the $1 trn milestone. Robust fee income and private-credit inflows expand dry powder and tighten Apollo’s grip on leveraged-finance pricing.
=📈 India’s discount broker Groww opened books for a ₹66.3 bn ($747 m) IPO, valuing the firm near ₹550 bn. The deal extends 2025’s ₹840 bn listing wave, draws strong retail demand and signals a shift of household savings toward capital markets, deepening domestic equity liquidity.
November 4, 2025 at 11:01 AM
=📈 India’s discount broker Groww opened books for a ₹66.3 bn ($747 m) IPO, valuing the firm near ₹550 bn. The deal extends 2025’s ₹840 bn listing wave, draws strong retail demand and signals a shift of household savings toward capital markets, deepening domestic equity liquidity.
=🚗 Norway’s $1.6 trn oil fund will vote against Tesla’s potential $1 trn option award to Elon Musk, calling the payout disproportionate and governance lax. The 0.9 % shareholder’s opposition raises the bar for the 13 Jun ballot and tests US norms on supersized CEO incentives.
November 4, 2025 at 10:01 AM
=🚗 Norway’s $1.6 trn oil fund will vote against Tesla’s potential $1 trn option award to Elon Musk, calling the payout disproportionate and governance lax. The 0.9 % shareholder’s opposition raises the bar for the 13 Jun ballot and tests US norms on supersized CEO incentives.
=💰 Saudi Aramco broke a three-year profit slide: Q3 net income rose 6% y/y to $34 bn as output hit 10 mb/d, offsetting Brent’s 12% price drop. The rebound underwrites a $29 bn dividend and strengthens fiscal buffers, easing pressure on Riyadh to curb spending.
November 4, 2025 at 9:01 AM
=💰 Saudi Aramco broke a three-year profit slide: Q3 net income rose 6% y/y to $34 bn as output hit 10 mb/d, offsetting Brent’s 12% price drop. The rebound underwrites a $29 bn dividend and strengthens fiscal buffers, easing pressure on Riyadh to curb spending.
=📉 Copper slid below $10.4k/t—off ~2% from last week’s peak—after Codelco signaled smoother shipments and traders trimmed odds of a December Fed cut. Supply relief plus firmer dollar expectations weaken the metal’s macro-hedge appeal, flattening the forward curve and pressuring miner equities.
November 4, 2025 at 8:01 AM
=📉 Copper slid below $10.4k/t—off ~2% from last week’s peak—after Codelco signaled smoother shipments and traders trimmed odds of a December Fed cut. Supply relief plus firmer dollar expectations weaken the metal’s macro-hedge appeal, flattening the forward curve and pressuring miner equities.
=📈 South Korea’s headline CPI re-accelerated to 3.2 % y/y in Oct (Sep 2.9 %), a 15-month high, as agricultural & livestock prices surged 10 %. Rising inflation risks limit the BoK’s scope to cut its 3.50 % base rate and may prolong KRW volatility amid Fed-Korea rate gaps.
November 4, 2025 at 7:01 AM
=📈 South Korea’s headline CPI re-accelerated to 3.2 % y/y in Oct (Sep 2.9 %), a 15-month high, as agricultural & livestock prices surged 10 %. Rising inflation risks limit the BoK’s scope to cut its 3.50 % base rate and may prolong KRW volatility amid Fed-Korea rate gaps.
=🏦 UBS chair Colm Kelleher warns Switzerland’s grip on offshore wealth is slipping as Hong Kong & Singapore capture a greater share of the ~$12 trn global pool; Swiss banks’ slice is now near 20%. He also flags systemic risk in US insurers’ private-credit exposures, urging tighter oversight.
November 4, 2025 at 5:01 AM
=🏦 UBS chair Colm Kelleher warns Switzerland’s grip on offshore wealth is slipping as Hong Kong & Singapore capture a greater share of the ~$12 trn global pool; Swiss banks’ slice is now near 20%. He also flags systemic risk in US insurers’ private-credit exposures, urging tighter oversight.
=💨 Ørsted will divest 50 % of the 3.6 GW Hornsea 3 offshore wind farm to Apollo for about $6.5 bn, implying a $13 bn asset value. Recycling capital eases cost pressure from pricier turbines and debt, while private equity’s yield chase deepens in renewables infrastructure.
November 4, 2025 at 4:01 AM
=💨 Ørsted will divest 50 % of the 3.6 GW Hornsea 3 offshore wind farm to Apollo for about $6.5 bn, implying a $13 bn asset value. Recycling capital eases cost pressure from pricier turbines and debt, while private equity’s yield chase deepens in renewables infrastructure.
=📉 The US Treasury trimmed its Oct–Dec borrowing plan to $569 bn—about $110 bn below its prior estimate—thanks to a higher opening cash balance. Leaner net issuance should soften pressure on term premia and briefly relieve funding-cost concerns amid a still-elevated deficit path.
November 3, 2025 at 9:01 PM
=📉 The US Treasury trimmed its Oct–Dec borrowing plan to $569 bn—about $110 bn below its prior estimate—thanks to a higher opening cash balance. Leaner net issuance should soften pressure on term premia and briefly relieve funding-cost concerns amid a still-elevated deficit path.
=📊 BBVA returned to the AT1 market for the first time since shareholders blocked its €12 bn Sabadell takeover, pricing a €1 bn perpetual non-call 7-year CoCo at 8.375%. The issuance boosts capital buffers and shows renewed investor appetite for European bank hybrids, narrowing Spanish AT1 spreads.
November 3, 2025 at 7:02 PM
=📊 BBVA returned to the AT1 market for the first time since shareholders blocked its €12 bn Sabadell takeover, pricing a €1 bn perpetual non-call 7-year CoCo at 8.375%. The issuance boosts capital buffers and shows renewed investor appetite for European bank hybrids, narrowing Spanish AT1 spreads.
=📊 OpenAI has signed a 15-year, $38 bn commitment for AWS compute, locking in scarce GPU capacity for frontier models and giving Amazon a long-duration revenue stream. The offtake secures capex for high-density clusters and shows how hyperscalers are capturing the bulk of AI infrastructure rents.
November 3, 2025 at 5:01 PM
=📊 OpenAI has signed a 15-year, $38 bn commitment for AWS compute, locking in scarce GPU capacity for frontier models and giving Amazon a long-duration revenue stream. The offtake secures capex for high-density clusters and shows how hyperscalers are capturing the bulk of AI infrastructure rents.
=💶 Alphabet plans to issue at least €3 bn in euro bonds—its first since 2023—to finance AI capex. The move adds to this year’s $200 bn tech-debt wave, secures sub-4 % euro funding and shows how big-tech leverage is powering data-center expansion.
November 3, 2025 at 12:01 PM
=💶 Alphabet plans to issue at least €3 bn in euro bonds—its first since 2023—to finance AI capex. The move adds to this year’s $200 bn tech-debt wave, secures sub-4 % euro funding and shows how big-tech leverage is powering data-center expansion.
=🌾 China is reportedly negotiating its first U.S. wheat purchase in 13 months, signaling follow-through on last week’s tariff truce. China imports ≈10 Mt/yr; the U.S. share collapsed to 3 % last season. A resumed flow would lift farm exports and narrow the bilateral trade gap.
November 3, 2025 at 11:01 AM
=🌾 China is reportedly negotiating its first U.S. wheat purchase in 13 months, signaling follow-through on last week’s tariff truce. China imports ≈10 Mt/yr; the U.S. share collapsed to 3 % last season. A resumed flow would lift farm exports and narrow the bilateral trade gap.
=📃 IOSCO’s draft guidance lets dealers ‘pre-hedge’ client orders, rejecting the outright ban sought by the $100tn asset-management industry. Flexible rules may keep costs and info-leak risk elevated, nudging funds toward alternative trading venues.
November 3, 2025 at 10:01 AM
=📃 IOSCO’s draft guidance lets dealers ‘pre-hedge’ client orders, rejecting the outright ban sought by the $100tn asset-management industry. Flexible rules may keep costs and info-leak risk elevated, nudging funds toward alternative trading venues.
=📈 LME aluminium nears a three-year high around $2,400/t, up ~12% in two weeks as easing US-China tensions fuel risk appetite. A tighter forward curve signals shrinking supply amid steady power costs, raising input pressure for autos, construction and packaging makers.
November 3, 2025 at 9:01 AM
=📈 LME aluminium nears a three-year high around $2,400/t, up ~12% in two weeks as easing US-China tensions fuel risk appetite. A tighter forward curve signals shrinking supply amid steady power costs, raising input pressure for autos, construction and packaging makers.
=🇨🇭 Swiss inflation slowed to just 0.1 % y/y in Oct, a four-year low and well under the SNB’s 0–2 % price-stability band. With the franc already near record strength, the surprise disinflation reignites debate over FX intervention or an early rate cut to keep real rates from tightening further.
November 3, 2025 at 8:01 AM
=🇨🇭 Swiss inflation slowed to just 0.1 % y/y in Oct, a four-year low and well under the SNB’s 0–2 % price-stability band. With the franc already near record strength, the surprise disinflation reignites debate over FX intervention or an early rate cut to keep real rates from tightening further.
=🇫🇷 PM Sébastien Lecornu has shifted 2026 budget talks behind closed doors after deputies added a 2 % buyback tax and a 50 % levy on “super-dividends”. With debt ≈110 % of GDP and the deficit stuck near 5.5 %, a deal is crucial to dodge a confidence vote and rating fallout.
November 3, 2025 at 7:02 AM
=🇫🇷 PM Sébastien Lecornu has shifted 2026 budget talks behind closed doors after deputies added a 2 % buyback tax and a 50 % levy on “super-dividends”. With debt ≈110 % of GDP and the deficit stuck near 5.5 %, a deal is crucial to dodge a confidence vote and rating fallout.
=🔗 Hong Kong’s SFC will let licensed crypto exchanges tap overseas capital and broaden investor reach, easing funding and retail restrictions that kept volumes modest. The reform targets deeper offshore liquidity and cements HK’s push to anchor the $1.3 trn digital-asset market.
November 3, 2025 at 5:00 AM
=🔗 Hong Kong’s SFC will let licensed crypto exchanges tap overseas capital and broaden investor reach, easing funding and retail restrictions that kept volumes modest. The reform targets deeper offshore liquidity and cements HK’s push to anchor the $1.3 trn digital-asset market.
=📊 US bank mergers are being green-lit in just 4 months on average—half the 2021 timeline—as Trump-era regulators fast-track approvals. The accelerated pace unlocks scale efficiencies but heightens concentration risk, potentially reshaping deposit competition and future systemic-risk oversight.
November 2, 2025 at 8:01 PM
=📊 US bank mergers are being green-lit in just 4 months on average—half the 2021 timeline—as Trump-era regulators fast-track approvals. The accelerated pace unlocks scale efficiencies but heightens concentration risk, potentially reshaping deposit competition and future systemic-risk oversight.