@marcopabst.bsky.social
Maybe the Fed should not cut rates too quickly...
I find the generation of twenty-somethings fascinating — not only because my own kids are part of that group now, but also because of the way they behave, consume, and think about the world and their future.
I find the generation of twenty-somethings fascinating — not only because my own kids are part of that group now, but also because of the way they behave, consume, and think about the world and their future.
October 30, 2025 at 8:01 PM
Maybe the Fed should not cut rates too quickly...
I find the generation of twenty-somethings fascinating — not only because my own kids are part of that group now, but also because of the way they behave, consume, and think about the world and their future.
I find the generation of twenty-somethings fascinating — not only because my own kids are part of that group now, but also because of the way they behave, consume, and think about the world and their future.
Time in the market versus timing the market!
👉 A concept most people don't fully appreciate - to their detriment.
There are broadly two investor camps:
👉 A concept most people don't fully appreciate - to their detriment.
There are broadly two investor camps:
October 25, 2025 at 1:24 PM
Time in the market versus timing the market!
👉 A concept most people don't fully appreciate - to their detriment.
There are broadly two investor camps:
👉 A concept most people don't fully appreciate - to their detriment.
There are broadly two investor camps:
The market saw it coming...
One of my favourite axioms in the world of finance is never to underestimate the ability of markets to sniff out trouble somewhere and price it early.
One of my favourite axioms in the world of finance is never to underestimate the ability of markets to sniff out trouble somewhere and price it early.
October 21, 2025 at 1:46 PM
The market saw it coming...
One of my favourite axioms in the world of finance is never to underestimate the ability of markets to sniff out trouble somewhere and price it early.
One of my favourite axioms in the world of finance is never to underestimate the ability of markets to sniff out trouble somewhere and price it early.
🚨 Breaking: With only 5% of Twitter's following, Bluesky is driving the SAME traffic to Financial Times! 📈 Is this the future of financial news? Drop your hottest takes below 👇 #FinanceRevolution #BlueskySurge #MediaDisruption
February 8, 2025 at 12:27 PM
🚨 Breaking: With only 5% of Twitter's following, Bluesky is driving the SAME traffic to Financial Times! 📈 Is this the future of financial news? Drop your hottest takes below 👇 #FinanceRevolution #BlueskySurge #MediaDisruption
🚨 Attention news junkies!
The recent DeepSeek news cycle mania just reminded me of how investors just never grow up to absorb news properly.
The recent DeepSeek news cycle mania just reminded me of how investors just never grow up to absorb news properly.
February 8, 2025 at 10:44 AM
🚨 Attention news junkies!
The recent DeepSeek news cycle mania just reminded me of how investors just never grow up to absorb news properly.
The recent DeepSeek news cycle mania just reminded me of how investors just never grow up to absorb news properly.
As has happened often in the past, the Dow rel to NASDAQ was a good leading indicator for the current market correction.
December 20, 2024 at 10:57 AM
As has happened often in the past, the Dow rel to NASDAQ was a good leading indicator for the current market correction.
🚨Bitcoin underperforming Lebanon
Everybody these days is talking about Bitcoin and its recent performance.
Nobody, however, has mentioned Lebanese Government bonds which handily outperformed Bitcoin over the last four weeks.
Yes, you read this right!
Old world beats New world…
Everybody these days is talking about Bitcoin and its recent performance.
Nobody, however, has mentioned Lebanese Government bonds which handily outperformed Bitcoin over the last four weeks.
Yes, you read this right!
Old world beats New world…
December 7, 2024 at 11:03 AM
🚨Bitcoin underperforming Lebanon
Everybody these days is talking about Bitcoin and its recent performance.
Nobody, however, has mentioned Lebanese Government bonds which handily outperformed Bitcoin over the last four weeks.
Yes, you read this right!
Old world beats New world…
Everybody these days is talking about Bitcoin and its recent performance.
Nobody, however, has mentioned Lebanese Government bonds which handily outperformed Bitcoin over the last four weeks.
Yes, you read this right!
Old world beats New world…
And there goes the $6.2m banana...
November 29, 2024 at 10:49 AM
And there goes the $6.2m banana...
🚨 Two problem children in one
1️⃣ China's economy has been on a rollercoaster for the last few years.
2️⃣ Global Private Equity is struggling to liquidate assets and return capital to investors.
1️⃣ China's economy has been on a rollercoaster for the last few years.
2️⃣ Global Private Equity is struggling to liquidate assets and return capital to investors.
November 28, 2024 at 11:57 AM
🚨 Two problem children in one
1️⃣ China's economy has been on a rollercoaster for the last few years.
2️⃣ Global Private Equity is struggling to liquidate assets and return capital to investors.
1️⃣ China's economy has been on a rollercoaster for the last few years.
2️⃣ Global Private Equity is struggling to liquidate assets and return capital to investors.
📈 Stock market concentration
You may have seen by now the latest charts, highlighting that US equity market concentration has reached a new high for the Top 10 stocks at almost 40%.
You may have seen by now the latest charts, highlighting that US equity market concentration has reached a new high for the Top 10 stocks at almost 40%.
November 26, 2024 at 9:19 AM
📈 Stock market concentration
You may have seen by now the latest charts, highlighting that US equity market concentration has reached a new high for the Top 10 stocks at almost 40%.
You may have seen by now the latest charts, highlighting that US equity market concentration has reached a new high for the Top 10 stocks at almost 40%.
So, apparently, this Scott Bessent guy is a successful hedge fund manager...
November 25, 2024 at 1:37 PM
So, apparently, this Scott Bessent guy is a successful hedge fund manager...
🐈⬛ This cat may not have nine lifes
It is obviously easy to mock Jaguar for their Bud Light moment last week. They really are a low-hanging target now.
On the other hand, I believe they had not much to lose.
It is obviously easy to mock Jaguar for their Bud Light moment last week. They really are a low-hanging target now.
On the other hand, I believe they had not much to lose.
November 25, 2024 at 8:58 AM
🐈⬛ This cat may not have nine lifes
It is obviously easy to mock Jaguar for their Bud Light moment last week. They really are a low-hanging target now.
On the other hand, I believe they had not much to lose.
It is obviously easy to mock Jaguar for their Bud Light moment last week. They really are a low-hanging target now.
On the other hand, I believe they had not much to lose.
Thank you for the second part of the Jaguar image revamp, I knew there was another angle...
(🙏Marcus Byrne)
(🙏Marcus Byrne)
November 23, 2024 at 2:48 PM
Thank you for the second part of the Jaguar image revamp, I knew there was another angle...
(🙏Marcus Byrne)
(🙏Marcus Byrne)
🍌 Bananas
Yesterday, Maurizio Cattelan's "Comedian" aka 'the banana', sold for $6.24m at a Sotheby's auction to Chinese crypto entrepreneur Justin Sun (the founder of the TRON crypto token).
Yesterday, Maurizio Cattelan's "Comedian" aka 'the banana', sold for $6.24m at a Sotheby's auction to Chinese crypto entrepreneur Justin Sun (the founder of the TRON crypto token).
November 21, 2024 at 10:28 PM
🍌 Bananas
Yesterday, Maurizio Cattelan's "Comedian" aka 'the banana', sold for $6.24m at a Sotheby's auction to Chinese crypto entrepreneur Justin Sun (the founder of the TRON crypto token).
Yesterday, Maurizio Cattelan's "Comedian" aka 'the banana', sold for $6.24m at a Sotheby's auction to Chinese crypto entrepreneur Justin Sun (the founder of the TRON crypto token).
🚨 Arbion Observations: The market impact of the Trump administration
Brief outline of some of the more immediate implications of the Trump victory on financial markets (most of which would have been also valid for a Harris administration).
Brief outline of some of the more immediate implications of the Trump victory on financial markets (most of which would have been also valid for a Harris administration).
November 20, 2024 at 8:47 PM
🚨 Arbion Observations: The market impact of the Trump administration
Brief outline of some of the more immediate implications of the Trump victory on financial markets (most of which would have been also valid for a Harris administration).
Brief outline of some of the more immediate implications of the Trump victory on financial markets (most of which would have been also valid for a Harris administration).
🌎 If countries were families...
🤯 It is difficult for most people to break down the telephone number aggregates our economies are today and make any sense of it.
🤯 It is difficult for most people to break down the telephone number aggregates our economies are today and make any sense of it.
November 17, 2024 at 12:42 PM
🌎 If countries were families...
🤯 It is difficult for most people to break down the telephone number aggregates our economies are today and make any sense of it.
🤯 It is difficult for most people to break down the telephone number aggregates our economies are today and make any sense of it.
💥 The German train wreck: insolvencies reaching a new record
🎁 If you like bashing the Germans, then the country is a gift that keeps on giving these days.
🎁 If you like bashing the Germans, then the country is a gift that keeps on giving these days.
November 16, 2024 at 9:13 AM
💥 The German train wreck: insolvencies reaching a new record
🎁 If you like bashing the Germans, then the country is a gift that keeps on giving these days.
🎁 If you like bashing the Germans, then the country is a gift that keeps on giving these days.
🚨 Will small caps finally catch a bid?
👎 I have not been a fan of small caps for the better part of the last decade, simply because the case for them was generally weak. There are exceptions, of course, and many great names out there, and also a handful of interesting funds in the space.
👎 I have not been a fan of small caps for the better part of the last decade, simply because the case for them was generally weak. There are exceptions, of course, and many great names out there, and also a handful of interesting funds in the space.
November 14, 2024 at 9:02 PM
🚨 Will small caps finally catch a bid?
👎 I have not been a fan of small caps for the better part of the last decade, simply because the case for them was generally weak. There are exceptions, of course, and many great names out there, and also a handful of interesting funds in the space.
👎 I have not been a fan of small caps for the better part of the last decade, simply because the case for them was generally weak. There are exceptions, of course, and many great names out there, and also a handful of interesting funds in the space.