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.
“First, findings of an association receive more attention than findings of no association, even when the latter come from higher-quality studies. Second, one can never prove that some exposure is entirely safe.”
quillette.com/2025/11/26/p...
quillette.com/2025/11/26/p...
Poison and the Pen
A new article in MIT’s ‘Undark’ magazine recycles old misinformation about a supposedly toxic chemical.
quillette.com
November 30, 2025 at 2:40 PM
“First, findings of an association receive more attention than findings of no association, even when the latter come from higher-quality studies. Second, one can never prove that some exposure is entirely safe.”
quillette.com/2025/11/26/p...
quillette.com/2025/11/26/p...
This is a hilarious thread?
I don't think it's particularly technophobic or luddite to dislike food delivery robots esp on first encounter. They raise questions. Are they safe for kids + the infirm? Is someone going to coopt them for covert surveillance? It's fairly human to find non human apparent autonomy unsettling, no?
November 29, 2025 at 4:30 PM
This is a hilarious thread?
Helpful!
November 26, 2025 at 6:13 PM
Helpful!
Reposted by Genevieve Signoret
U.K 30 YEAR GILT YIELD DOWN 9.8 BPS TO 5.23%, IN BIGGEST ONE DAY FALL SINCE APRIL
November 26, 2025 at 3:53 PM
U.K 30 YEAR GILT YIELD DOWN 9.8 BPS TO 5.23%, IN BIGGEST ONE DAY FALL SINCE APRIL
Reposted by Genevieve Signoret
so #Budget2026 taxes a bit more, spends a bit more.. net mildly contractionary.. but no extra squeeze until the end of the parliament (which presumably wont happen). That's it?
thanks for saving us having to watch it OBR - first useful thing you've done
thanks for saving us having to watch it OBR - first useful thing you've done
November 26, 2025 at 12:35 PM
so #Budget2026 taxes a bit more, spends a bit more.. net mildly contractionary.. but no extra squeeze until the end of the parliament (which presumably wont happen). That's it?
thanks for saving us having to watch it OBR - first useful thing you've done
thanks for saving us having to watch it OBR - first useful thing you've done
Tomó apuntes sobre Galeotti acerca del plan entre Estados Unidos y Rusia para poner fin a la guerra Rusia–Ucrania www.transeconomics.com/timoneconomi...
Tomó apuntes sobre Galeotti acerca del plan entre Estados Unidos y Rusia para poner fin a la guerra Rusia–Ucrania
(You can read the English version here.) Hoy iniciamos lo que esperamos se convierta en una serie de Timón Económico titulada Tomó apuntes. En ella compartiremos ideas recogidas de episodios de pódcas...
www.transeconomics.com
November 24, 2025 at 7:42 PM
Tomó apuntes sobre Galeotti acerca del plan entre Estados Unidos y Rusia para poner fin a la guerra Rusia–Ucrania www.transeconomics.com/timoneconomi...
Having been reviewing the first 1000 years of European history, I conclude that, if like me you have European ancestry, you can bet you’re part Hun and part Viking (among other things).
November 23, 2025 at 6:02 PM
Having been reviewing the first 1000 years of European history, I conclude that, if like me you have European ancestry, you can bet you’re part Hun and part Viking (among other things).
Assume US-Russia plan leads to a negotiated settlement. I wonder whether what % of refugees from Ukraine in places like Poland will go home.
November 23, 2025 at 5:50 PM
Assume US-Russia plan leads to a negotiated settlement. I wonder whether what % of refugees from Ukraine in places like Poland will go home.
It's shocking and discouraging to watch.
With less than two weeks to go before the UK budget, Chancellor of the Exchequer Rachel Reeves made a spectacular U-turn.
Our expert @mijrahman.bsky.social explains why this pre-budget chaos spells trouble for Prime Minister Starmer:
@politico.eu
Our expert @mijrahman.bsky.social explains why this pre-budget chaos spells trouble for Prime Minister Starmer:
@politico.eu
Pre-budget chaos spells trouble for Starmer
Unraveling under an unprecedented public spotlight, Chancellor Rachel Reeves’ budget strategy has exposed the disorder at the top of the U.K. government.
www.politico.eu
November 22, 2025 at 3:12 PM
It's shocking and discouraging to watch.
on.ft.com/4re5wjq Europe races to respond to US-Russian Ukraine peace plan
Europe races to respond to US-Russian Ukraine peace plan
Proposal offering major concessions to Moscow blindsided European diplomats
on.ft.com
November 21, 2025 at 12:26 PM
on.ft.com/4re5wjq Europe races to respond to US-Russian Ukraine peace plan
Reposted by Genevieve Signoret
Those promises of fresh Saudi money look more tenuous — as PIF’s reps “have begun telling international investors that it is all but unable to allocate any more money for the foreseeable future, six people with knowledge of those discussions said.”
@nytimes.com 🇸🇦
www.nytimes.com/2025/11/19/b...
@nytimes.com 🇸🇦
www.nytimes.com/2025/11/19/b...
Saudi Arabia’s Prince Has Big Plans, but His Giant Fund Is Low on Cash
www.nytimes.com
November 20, 2025 at 8:26 PM
Those promises of fresh Saudi money look more tenuous — as PIF’s reps “have begun telling international investors that it is all but unable to allocate any more money for the foreseeable future, six people with knowledge of those discussions said.”
@nytimes.com 🇸🇦
www.nytimes.com/2025/11/19/b...
@nytimes.com 🇸🇦
www.nytimes.com/2025/11/19/b...
Correction time, really. It seems.
GOLDMAN DESK:
“.. Sharp reversals in $NVDA and Crypto suggestive that an NVDA beat was not the ‘all clear’ for risk that we were hoping for .. Really good news not being rewarded is typically a bad sign.
“.. Plenty of scar tissue out there right now. We remain eerily quiet on our trading desk.”
“.. Sharp reversals in $NVDA and Crypto suggestive that an NVDA beat was not the ‘all clear’ for risk that we were hoping for .. Really good news not being rewarded is typically a bad sign.
“.. Plenty of scar tissue out there right now. We remain eerily quiet on our trading desk.”
November 21, 2025 at 1:12 AM
Correction time, really. It seems.
Reposted by Genevieve Signoret
I've had a missile blow up next to my airplane, been shot at dozens of times by anti-aircraft fire, and launched into orbit — all for my country. I never thought I'd see a President call for my execution.
Trump doesn’t understand the Constitution, and we're all less safe for it.
Trump doesn’t understand the Constitution, and we're all less safe for it.
November 20, 2025 at 8:40 PM
I've had a missile blow up next to my airplane, been shot at dozens of times by anti-aircraft fire, and launched into orbit — all for my country. I never thought I'd see a President call for my execution.
Trump doesn’t understand the Constitution, and we're all less safe for it.
Trump doesn’t understand the Constitution, and we're all less safe for it.
@marcmakingsense.bsky.social What’s your view for the USD/JPY over the next eight quarters and why?
November 21, 2025 at 1:08 AM
@marcmakingsense.bsky.social What’s your view for the USD/JPY over the next eight quarters and why?
Reposted by Genevieve Signoret
Peter Conti-Brown has some harsh words about Biden's picks for the Federal Reserve Board (Jefferson, Kugler, Cook, and Barr) open.substack.com/pub/petercon...
The Biden Administration’s Federal Reserve Failures
The Biden Administration did not send the best central bankers. What will the Democrats learn from the experience?
open.substack.com
November 19, 2025 at 10:45 PM
Peter Conti-Brown has some harsh words about Biden's picks for the Federal Reserve Board (Jefferson, Kugler, Cook, and Barr) open.substack.com/pub/petercon...
To watch:
First state to do this, says @wsj.com. New Mexico expands free childcare (beginning at six weeks of age) to all incomes. Had been income limits before ($130,000 for family of four.)
www.wsj.com/us-news/in-a...
www.wsj.com/us-news/in-a...
In a U.S. First, New Mexico Opens Doors to Free Child Care for All
The state aims to give children a better start, but faces supply and staffing concerns.
www.wsj.com
November 21, 2025 at 1:01 AM
To watch:
Good news!
The US remains a violent nation, more so than many other high-income countries, but the rate of homicides has fallen sharply for nearly four straight years. There were 5,965 fewer killings in 2024 than in 2021, figures from the FBI show.https://wapo.st/4o2fVM7
Homicides have fallen sharply in these five cities — and across the U.S.
Homicides are down nearly 20 percent this year in 52 of America’s largest cities, a decline that spans both red states and blue states.
wapo.st
November 21, 2025 at 12:59 AM
Good news!
Trump Was Working With Putin The Entire Time
open.substack.com/pub/phillips...
open.substack.com/pub/phillips...
Trump Was Working With Putin The Entire Time
And Now Europe and Ukraine Will Pay The Price
open.substack.com
November 19, 2025 at 5:00 PM
Trump Was Working With Putin The Entire Time
open.substack.com/pub/phillips...
open.substack.com/pub/phillips...
Reposted by Genevieve Signoret
Here's a classic one. Anthropic is going to spend $30 billion on Azure.
And with the deal, both Microsoft and Nvidia are both investing in Anthropic
And with the deal, both Microsoft and Nvidia are both investing in Anthropic
November 18, 2025 at 3:05 PM
Here's a classic one. Anthropic is going to spend $30 billion on Azure.
And with the deal, both Microsoft and Nvidia are both investing in Anthropic
And with the deal, both Microsoft and Nvidia are both investing in Anthropic
Reposted by Genevieve Signoret
Mexican president rejects Trump’s offer of military intervention against cartels
Mexican president rejects Trump’s offer of military intervention against cartels
“It’s not going to happen,” President Claudia Sheinbaum said.
dlvr.it
November 19, 2025 at 2:28 AM
Mexican president rejects Trump’s offer of military intervention against cartels
Bravo, ABC.
Trump again threatens ABC's broadcast license, this time over Epstein questions.
The threat came after questions about whether he would order the files released without congressional consent.
The threat came after questions about whether he would order the files released without congressional consent.
Trump again threatens ABC's broadcast license, this time over Epstein questions
Trump’s threat came after questions about whether he would order the files released without congressional consent, as well as those related to the 2018 assassination of a Washington Post columnist.
politi.co
November 19, 2025 at 2:36 AM
Bravo, ABC.