GenevaGirl

the omission of GenX is kind of their thing

I don’t make the rules 🤷🏻‍♀️

even $WDAY, previously down at the open after poor earnings guidance, now up 2.5%

would be very funny if Citrini’s AI doom fanfic marked the software bottom

Just realised I linked the substack yesterday but not @ghose.bsky.social
Sorry Rupak

The U.S. administration did not send a single representative to the official commemoration events marking the anniversary of Russia’s full-scale invasion of Ukraine, nor did it issue a single word through its embassy in Kyiv -- not even a standard diplomatic boilerplate.

Anthropic, and its dastardly Claude chatbot, are at it again. No sector, including investment banks, get spared

The meme stock phenomenon that started in 2021 with GameStop has now gone mainstream

Is the Citrini effect a bigger threat to sell side research than AI Market moving blog post on disruption from AI

One of the more interesting aspects of the Citrini piece on AI and disruption to white collar jobs was the market reaction itself. Price action is now firmly driven by narrative. Not fundamentals or valuation, upgrades/downgrades. open.substack.com/pub/rupakgho...

grudgingly admit he might be good

omg this is the most incredible episode about a 19th c franco-italian aristocrat with a cowboy LARP fetish, and you should definitely listen to this

Hierarchies of Storage from Electrons to Bits Grid hardware is a lot like computer hardware

The more you look at grid storage the more it looks like a vastly less sophisticated discussion of computer hardware design with awful data disclosures from component providers #EnergySky #GreenSky

smh, coming on the same day as the news about Gordon Brown’s role in securing justice for the Epstein victims bsky.app/profile/adam...

hmm maybe skipped an update

my general rule with private anything (credit, equity, hedge funds, etc.) is that by the time distribution has moved from institutional > high net worth > retail, it’s over

🤨

the Davos blue aviators were the tell

Macron said free speech arguments against social media regulation are “pure bullshit”
🔥🔥🔥

US:
"We are all one Western Civilization sharing a common thread from Athens to Rome to America."

EU:
"We've actually been building institutions to bring Europe closer together, pooling our sovereignty around shared values and..."

US:
"No. Not like that."

was also extremely irritated by someone making a bad faith equivalence btw Macron, seeking to safeguard the ECB as an institution by taking the precautionary step of appointing a safe pair of hands, and Trump’s brazen attack on Fed independence

Anything that strengthens the EU institutions prior to the French election seems like a sensible move.
RBG’s reluctance to retire from the US Supreme Court prior to 2016, and what happened afterwards, provides a hard lesson

The thing about bubbles is they can happen even when the underlying innovation is transformational.

Indeed almost all major technologies from railways to the internet were accompanied by an initial bubble.

The IOC disqualified Vladyslav Heraskevych before his first Olympic run for wearing a helmet honoring fallen Ukrainian athletes.

Vladyslav’s father’s reaction says it all — the decision is unfair, ridiculous and an absolute disgrace.

#MemoryCannotBeBanned

given the grim newsflow lately, feel compelled to inform you that Berlin has an antifa vegan powerlifting gym, and the gym has a cute little dog

Yes, yes, so many dodgy schemes!
And to be rebuffed by Epstein 👨‍🍳💋

lol truly a cursed institution

for personal reasons (that I can’t go into…) this is so incredibly funny

Epstein emails: So-called 'shady financier' was Andrew's 'trusted money man' Andrew seemed keen for Epstein to do business with David Rowland, but Epstein was wary, emails suggest.

lmao Banque Havilland and its owner David Rowland were considered too shady even for Epstein www.bbc.com/news/article...

Hero. The world needs weirdness more than ever against the encroaching banality of tasteful neutrals

🎯