econgirl
@econgirl.bsky.social
Equity Analyst/PM.
the most curious person in the world
the most curious person in the world
Reposted by econgirl
Today's new @publicenterprise.bsky.social report is a comprehensive analysis of the capital structure of the entire AI sector: data center real estate, GPU markets, private credit, you name it.
It's also a financial risk management framework for policymakers!
publicenterprise.org/report/bubbl...
It's also a financial risk management framework for policymakers!
publicenterprise.org/report/bubbl...
Bubble or Nothing
Policymakers concerned about the deployment of clean energy and compute-focused infrastructure over the long term need a framework for managing the uncertainty in the AI sector's investment landscape—...
publicenterprise.org
November 12, 2025 at 1:34 PM
Today's new @publicenterprise.bsky.social report is a comprehensive analysis of the capital structure of the entire AI sector: data center real estate, GPU markets, private credit, you name it.
It's also a financial risk management framework for policymakers!
publicenterprise.org/report/bubbl...
It's also a financial risk management framework for policymakers!
publicenterprise.org/report/bubbl...
5 day move in high beta momentum
August 20, 2025 at 2:47 PM
5 day move in high beta momentum
Reposted by econgirl
Rating and slating all the Fed chair candidates on.ft.com/4mLZnIk
Rating and slating all the Fed chair candidates
We need to talk about the Kevins (and Pulte)
on.ft.com
August 14, 2025 at 12:31 PM
Rating and slating all the Fed chair candidates on.ft.com/4mLZnIk
Reposted by econgirl
🇫🇷 Une trentaine de CRS vont être déployés mardi dans le golfe de Saint-Tropez pour faire face à une recrudescence des vols avec violence depuis le début de la saison estivale, a indiqué la préfecture du Var.
➡️ u.afp.com/SM9X
➡️ u.afp.com/SM9X
August 12, 2025 at 8:48 AM
🇫🇷 Une trentaine de CRS vont être déployés mardi dans le golfe de Saint-Tropez pour faire face à une recrudescence des vols avec violence depuis le début de la saison estivale, a indiqué la préfecture du Var.
➡️ u.afp.com/SM9X
➡️ u.afp.com/SM9X
Whenever you get a wild excess on the upside, the following correction doesn’t just go back to normal; it almost always falls way below normal. - John Templeton
August 1, 2025 at 2:37 PM
Whenever you get a wild excess on the upside, the following correction doesn’t just go back to normal; it almost always falls way below normal. - John Templeton
"The market may be crazy, but that doesn’t make you a psychiatrist." -- Meir Statman
July 24, 2025 at 2:43 PM
"The market may be crazy, but that doesn’t make you a psychiatrist." -- Meir Statman
The TAO of the investment landscape www.ft.com/content/309c...
The deceptive Trump economy
Six months in, the negative effects of the US president’s plans are only starting to be felt
www.ft.com
July 24, 2025 at 2:17 PM
The TAO of the investment landscape www.ft.com/content/309c...
July 15, 2025 at 12:49 PM
Reposted by econgirl
Reposted by econgirl
Germany to boost defence spending at faster rate than France or UK https://on.ft.com/4ndLxiM
Germany to boost defence spending at faster rate than France or UK
Berlin plans a 70% increase in military spending to €162bn by 2029, according to leaked paper
on.ft.com
June 23, 2025 at 9:34 PM
Germany to boost defence spending at faster rate than France or UK https://on.ft.com/4ndLxiM
9/10 - silly mistake geograquiz.com/currencies-q...
Currencies quiz
Today’s quiz is about currencies. What is legal tender where? Which countries share a currency name? Where was a currency first used? Some of these questions will be surprisingly easy to answ…
geograquiz.com
June 12, 2025 at 3:41 AM
9/10 - silly mistake geograquiz.com/currencies-q...
Reposted by econgirl
Selling a guitar (cc: @sellingamirror.bsky.social)
February 27, 2025 at 10:45 PM
Selling a guitar (cc: @sellingamirror.bsky.social)
Reposted by econgirl
ÚLTIMA HORA | Nicusor Dan, alcalde de Bucarest, elegido presidente de Rumanía tras derrotar al candidato ultranacionalista, según los primeros sondeos
www.eldiario.es/internaciona...
www.eldiario.es/internaciona...
May 18, 2025 at 6:03 PM
ÚLTIMA HORA | Nicusor Dan, alcalde de Bucarest, elegido presidente de Rumanía tras derrotar al candidato ultranacionalista, según los primeros sondeos
www.eldiario.es/internaciona...
www.eldiario.es/internaciona...
Reposted by econgirl
El proeuropeo Nicusor Dan da la sorpresa y derrota al ultraderechista George Simion en Rumanía dozz.es/en6wj2
El proeuropeo Nicusor Dan da la sorpresa y derrota al ultraderechista George Simion en Rumanía
dozz.es
May 18, 2025 at 7:30 PM
El proeuropeo Nicusor Dan da la sorpresa y derrota al ultraderechista George Simion en Rumanía dozz.es/en6wj2
Reposted by econgirl
BREAKING: Pro-EU candidate Nicușor Dan wins Romania's presidential election - exit poll
May 18, 2025 at 6:02 PM
BREAKING: Pro-EU candidate Nicușor Dan wins Romania's presidential election - exit poll
Reposted by econgirl
BUCHAREST IS HISTORY
With Nicusor Dan ahead by almost 900,000 votes and a third of the diaspora vote in, I'm calling it.
I've seen enough: Nicusor Dan is the next President of Romania.
I've seen enough: Nicusor Dan is the next President of Romania.
May 18, 2025 at 8:28 PM
BUCHAREST IS HISTORY
Exit polls suggest Mayor of Bucharest Nicusor Dan has defeated the right-wing extremist George Simion to become Romania’s next president, 55% to 45%. However, the exit polls don’t count the 1.6MM diaspora votes. This could go to the wire. Turnout was huge - 65 per cent - the largest since the 1990s.
May 18, 2025 at 6:05 PM
Exit polls suggest Mayor of Bucharest Nicusor Dan has defeated the right-wing extremist George Simion to become Romania’s next president, 55% to 45%. However, the exit polls don’t count the 1.6MM diaspora votes. This could go to the wire. Turnout was huge - 65 per cent - the largest since the 1990s.
Reposted by econgirl
Interesting that if you shop at Whole Foods, a lot of money is spent making it feel like a place that respects workers and embraces progressive values, but it is not.
Costco just feels like a warehouse but they treat their workers pretty well and has rejected anti-DEI BS
Costco just feels like a warehouse but they treat their workers pretty well and has rejected anti-DEI BS
April 28, 2025 at 1:18 PM
Interesting that if you shop at Whole Foods, a lot of money is spent making it feel like a place that respects workers and embraces progressive values, but it is not.
Costco just feels like a warehouse but they treat their workers pretty well and has rejected anti-DEI BS
Costco just feels like a warehouse but they treat their workers pretty well and has rejected anti-DEI BS
Goldman’s chief economist makes a good case on.ft.com/3RSGia1
The dollar has further to fall
Demand for US assets cannot keep up with supply without a weaker currency
on.ft.com
April 24, 2025 at 12:47 PM
Goldman’s chief economist makes a good case on.ft.com/3RSGia1
Reposted by econgirl
Looking at incoming vessels to the Port of Los Angeles (America's largest container port):
1.) This week we're still in frontrunning mode (57%+ YoY).
2.) Next week we're basically at normal (-8% YoY).
3.) Two weeks from now we're in The Bad Place (-44% YoY)
1.) This week we're still in frontrunning mode (57%+ YoY).
2.) Next week we're basically at normal (-8% YoY).
3.) Two weeks from now we're in The Bad Place (-44% YoY)
April 22, 2025 at 7:04 PM
Looking at incoming vessels to the Port of Los Angeles (America's largest container port):
1.) This week we're still in frontrunning mode (57%+ YoY).
2.) Next week we're basically at normal (-8% YoY).
3.) Two weeks from now we're in The Bad Place (-44% YoY)
1.) This week we're still in frontrunning mode (57%+ YoY).
2.) Next week we're basically at normal (-8% YoY).
3.) Two weeks from now we're in The Bad Place (-44% YoY)