GenevaGirl

I’m tired of hearing that a high energy price is a bigger deal for the rest of the world than the US.
Maybe, but also speaks of complacency

🇬🇧 TikTok video by Keir Starmer

I'd somehow missed that Keir Starmer had uploaded a Trump-style war bravado Tiktok about the UK's response to Iran - soundtracked to "Money for nothing" by Dire Straits.

What the actual hell?

www.tiktok.com/@keirstarmer...

the view from the Goldman analysts quoted by BBG is « concentrated pockets of risk » as opposed to imminent systemic risk 🤷🏻‍♀️

meanwhile in private credit…

hope everyone does their duty and starts posting about the price of eggs again

Market selloffs are inherently scary, and a 2022-style supply-driven inflation spike was always s credible scenario. But one mitigating factor this time round- trump is likely toast in the midterms

Mental model of a Dubai resident.

‘Everyone’s calling’: demand for private jets from UK firm soars by up to 300% amid Iran war Insider says demand is far outstripping supply and calls for creation of air bridges to evacuate people from Middle East

It’s like Dunkirk but they’re all wankers www.theguardian.com/world/2026/m...

Rapture short squeeze is on. What a time to be alive.

Absolutely this. My brother is a surgeon; he's used Claude to write an app for his patients. It's not a masterpiece and it won't change the economy, but it is easier for them than trying to fill in timesheets of how much exercise they are able to take. Sensible scepticism has to recognise reality.

what kind of odds are prediction markets quoting on trump uttering the fateful words « Mission accomplished » without a shred of irony?

meanwhile American guy overheard calling Iran EYE-ran.
lessons were not learned, etc

It's pretty plausible as a scenario that after having inflicted chaos the Trump administration seizes the first opportunity to declare victory and walk, leaving EU/UK, Turkey and Gulf states holding the bag

The dubai expat very vocal about the shittiness of the metropole* really is one hell of a textbook example of "I DIDN'T REALISE I WAS SELLING A PUT!", maybe the cleanest one in recent memory.

It has been a bleak year, but there is joy to be found in the world -- for example, the whole internet has come together in delirious schadenfreude at the fate of Dubai

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