GenevaGirl
@michellev.bsky.social
Fintwit refugee. Random observations. Sometimes finance-related. Shitposter with a Bloomberg. Night 🦉and wearer of pointy hats and flower garlands. Avant gardener
here’s the very low tech horse drawn cart, making its way around my🇨🇭village this morning to collect discarded oversized objects
November 6, 2025 at 8:39 AM
here’s the very low tech horse drawn cart, making its way around my🇨🇭village this morning to collect discarded oversized objects
Bloomberg sends push notifications for everything (including Taylor Swift’s engagement)
This morning when I woke (European time) literally nothing. No flash announcing Mamdani’s win. Had to open Bluesky to get an idea of the magnitude of his win
This morning when I woke (European time) literally nothing. No flash announcing Mamdani’s win. Had to open Bluesky to get an idea of the magnitude of his win
November 5, 2025 at 9:47 AM
Bloomberg sends push notifications for everything (including Taylor Swift’s engagement)
This morning when I woke (European time) literally nothing. No flash announcing Mamdani’s win. Had to open Bluesky to get an idea of the magnitude of his win
This morning when I woke (European time) literally nothing. No flash announcing Mamdani’s win. Had to open Bluesky to get an idea of the magnitude of his win
One more thought- it’s incredibly funny to this european bystander to observe the outright panic that some so-called moderate democrats feel at the prospect of a Mamdani win. The panic on the part of the billionaire class is the cherry on the cake
November 4, 2025 at 11:31 AM
One more thought- it’s incredibly funny to this european bystander to observe the outright panic that some so-called moderate democrats feel at the prospect of a Mamdani win. The panic on the part of the billionaire class is the cherry on the cake
Trump endorsing Cuomo probably helps Mamdani on the margin.
Put differently, the voter segment that was leaning towards Mamdani and is now going to switch to Cuomo based on Trump’s endorsement is probably nonexistent
Put differently, the voter segment that was leaning towards Mamdani and is now going to switch to Cuomo based on Trump’s endorsement is probably nonexistent
November 4, 2025 at 11:27 AM
Trump endorsing Cuomo probably helps Mamdani on the margin.
Put differently, the voter segment that was leaning towards Mamdani and is now going to switch to Cuomo based on Trump’s endorsement is probably nonexistent
Put differently, the voter segment that was leaning towards Mamdani and is now going to switch to Cuomo based on Trump’s endorsement is probably nonexistent
Reposted by GenevaGirl
15-20% of the $500bn global convert bond is now AI-linked, up from 5% in 2023.
October 27, 2025 at 5:14 PM
15-20% of the $500bn global convert bond is now AI-linked, up from 5% in 2023.
In keeping with today’s Argentina theme, friends back from BA with a Costco-sized box of Alfajores.
Argentine health ministry overkill with the warnings
Argentine health ministry overkill with the warnings
October 27, 2025 at 4:22 PM
In keeping with today’s Argentina theme, friends back from BA with a Costco-sized box of Alfajores.
Argentine health ministry overkill with the warnings
Argentine health ministry overkill with the warnings
Reposted by GenevaGirl
Generational image for this app.
October 24, 2025 at 3:38 PM
Generational image for this app.
from Jonah Weiner at the always excellent anti-fashion fashion ‘sletter Blackbird Spyplane on why he makes his birthday cards by hand. Because doing things is fun, and why would you ever want to automate that pleasure with AI. substack.com/@blackbirdsp...
Blackbird Spyplane (@blackbirdspyplane)
Actually making things is fun
substack.com
October 21, 2025 at 8:07 PM
from Jonah Weiner at the always excellent anti-fashion fashion ‘sletter Blackbird Spyplane on why he makes his birthday cards by hand. Because doing things is fun, and why would you ever want to automate that pleasure with AI. substack.com/@blackbirdsp...
Reminds me of this gem on.ft.com/3KYTz0s
October 21, 2025 at 4:40 PM
Reminds me of this gem on.ft.com/3KYTz0s
Chinese regulators showing a greater understanding of the issues at stake (who has the right of coinage?) than the Trump admin on.ft.com/4hoxu7K
Chinese tech giants pause stablecoin plans after Beijing steps in
Regulators raise concerns about the rise of privately controlled currencies
on.ft.com
October 19, 2025 at 8:08 AM
Chinese regulators showing a greater understanding of the issues at stake (who has the right of coinage?) than the Trump admin on.ft.com/4hoxu7K
Reposted by GenevaGirl
Both this and the Niskanen posts are great. I prefer this one a touch because it builds off the two books to a question that I'm also often left with - running a brutal economic model should have an end goal that is less brutal but it runs the risk that you lose the dynamism that got you there.
some more comments on Dan Wang's "Breakneck", hopefully getting across how much I liked it backofmind.substack.com/p/fun-in-the...
fun in the mausoleum
directors cuts & bits & pieces
backofmind.substack.com
October 15, 2025 at 12:48 PM
Both this and the Niskanen posts are great. I prefer this one a touch because it builds off the two books to a question that I'm also often left with - running a brutal economic model should have an end goal that is less brutal but it runs the risk that you lose the dynamism that got you there.
It’s as if those Friday Truth Social posts stayed tucked away safely in the drafts folder
Goldman Sachs’ index of non-profitable tech stocks has more than recovered from Friday’s drop
October 13, 2025 at 9:10 PM
It’s as if those Friday Truth Social posts stayed tucked away safely in the drafts folder
The galaxy-brained speculation is that Dimon could announce an Intel investment during the earnings call tomorrow, following in the steps of Nvidia
JPMorgan pledging $10bn to US companies essential to national security. Includes rare earths, defense, robotics, battery storage, electrification
October 13, 2025 at 12:36 PM
The galaxy-brained speculation is that Dimon could announce an Intel investment during the earnings call tomorrow, following in the steps of Nvidia
JPMorgan pledging $10bn to US companies essential to national security. Includes rare earths, defense, robotics, battery storage, electrification
October 13, 2025 at 12:26 PM
JPMorgan pledging $10bn to US companies essential to national security. Includes rare earths, defense, robotics, battery storage, electrification
We’ve reached *that* stage in the gold rally where I just passed by a queue of 30-40 gen z in front of the Goldhaus jewelry shop in Geneva
October 11, 2025 at 1:35 PM
We’ve reached *that* stage in the gold rally where I just passed by a queue of 30-40 gen z in front of the Goldhaus jewelry shop in Geneva
Reposted by GenevaGirl
something I would say on the other site was: when banks, private equity, financials are this weak when the market is going straight up I start to worry there may be problems
October 1, 2025 at 8:13 PM
something I would say on the other site was: when banks, private equity, financials are this weak when the market is going straight up I start to worry there may be problems
The Nobel committee is no match for the gambling degenerates
October 10, 2025 at 3:31 PM
The Nobel committee is no match for the gambling degenerates
Reposted by GenevaGirl
How long will Rubio keep his job after his boss finds out he put his name to this letter supporting Maria Corina Machando for the Nobel Prize? www.rickscott.senate.gov/services/fil...
October 10, 2025 at 9:35 AM
How long will Rubio keep his job after his boss finds out he put his name to this letter supporting Maria Corina Machando for the Nobel Prize? www.rickscott.senate.gov/services/fil...
Reposted by GenevaGirl
"Yes, she's Venezuelan. Yes, 'she'."
October 10, 2025 at 9:15 AM
"Yes, she's Venezuelan. Yes, 'she'."
It’s over / We’re so back
Argentine edition
Argentine edition
October 9, 2025 at 6:45 PM
It’s over / We’re so back
Argentine edition
Argentine edition
Reposted by GenevaGirl
🔥FIRST BRANDS NIGHTMARE ON WALL STREET SPREADS TO PARADEPLATZ 🔥
A UBS fund has 30 per cent of its portfolio tied to the failed First Brands Group, leaving Switzerland’s largest bank grappling with a bankruptcy that has convulsed global finance.
Lots more scoopy detail here: on.ft.com/46VXxhD
A UBS fund has 30 per cent of its portfolio tied to the failed First Brands Group, leaving Switzerland’s largest bank grappling with a bankruptcy that has convulsed global finance.
Lots more scoopy detail here: on.ft.com/46VXxhD
UBS fund holds 30% exposure linked to First Brands
[FREE TO READ] Switzerland’s largest bank has multiple investments tied to bankrupt auto parts maker
on.ft.com
October 7, 2025 at 8:05 PM
🔥FIRST BRANDS NIGHTMARE ON WALL STREET SPREADS TO PARADEPLATZ 🔥
A UBS fund has 30 per cent of its portfolio tied to the failed First Brands Group, leaving Switzerland’s largest bank grappling with a bankruptcy that has convulsed global finance.
Lots more scoopy detail here: on.ft.com/46VXxhD
A UBS fund has 30 per cent of its portfolio tied to the failed First Brands Group, leaving Switzerland’s largest bank grappling with a bankruptcy that has convulsed global finance.
Lots more scoopy detail here: on.ft.com/46VXxhD
Sorry but I’m rooting from the sidelines for quantum, as the technology could potentially nuke bitcoin 🤣
Absolute madness.
October 7, 2025 at 5:59 PM
Sorry but I’m rooting from the sidelines for quantum, as the technology could potentially nuke bitcoin 🤣
Reposted by GenevaGirl
As a European I strong feel I shouldn't even know why Gavin Newsom is
October 7, 2025 at 11:13 AM
As a European I strong feel I shouldn't even know why Gavin Newsom is