Bartosz Pawlowski
@barnejek.bsky.social
You gotta be first or right. If you're both then that's lucky.
Views personal / opinie osobiste.
Views personal / opinie osobiste.
Reposted by Bartosz Pawlowski
South Kora sell side 2025 outlooks
two men are sitting in front of a table with hopes and dreams signs on it
ALT: two men are sitting in front of a table with hopes and dreams signs on it
media.tenor.com
December 3, 2024 at 4:58 PM
South Kora sell side 2025 outlooks
I forced myself to watch Niall's presentation. Calling something "your name's" law and demading applause at the end (even jokingly) is such on character with him. That said, some of the long-term charts are interesting, if you can survive the narrative 😀
youtu.be/IUJMyTJ9gyI?...
youtu.be/IUJMyTJ9gyI?...
Niall Ferguson Stuns World Leaders at ARC Australia - "Are We The Soviets Now?"
YouTube video by Alliance for Responsible Citizenship
youtu.be
December 1, 2024 at 12:37 PM
I forced myself to watch Niall's presentation. Calling something "your name's" law and demading applause at the end (even jokingly) is such on character with him. That said, some of the long-term charts are interesting, if you can survive the narrative 😀
youtu.be/IUJMyTJ9gyI?...
youtu.be/IUJMyTJ9gyI?...
Literal "boom"
Biden allows Ukraine to strike Russia with US-supplied long-range missiles - on.ft.com/3UVd1NN via @financialtimes.com
Biden allows Ukraine to strike Russia with US-supplied long-range missiles - on.ft.com/3UVd1NN via @financialtimes.com
Biden allows Ukraine to strike Russia with US-supplied long-range missiles
US president had resisted move for fears of escalating conflict with Russia
on.ft.com
November 17, 2024 at 7:22 PM
Literal "boom"
Biden allows Ukraine to strike Russia with US-supplied long-range missiles - on.ft.com/3UVd1NN via @financialtimes.com
Biden allows Ukraine to strike Russia with US-supplied long-range missiles - on.ft.com/3UVd1NN via @financialtimes.com
Matt Gaetz... 🤦♂️
November 13, 2024 at 9:14 PM
Matt Gaetz... 🤦♂️
No inflation surprises plus the world on hold until late January Trump) is putting a significant pressure on vols. Vix down quite a bit despite this week's weakness/risk-off.
November 13, 2024 at 3:14 PM
No inflation surprises plus the world on hold until late January Trump) is putting a significant pressure on vols. Vix down quite a bit despite this week's weakness/risk-off.
Boring is good.
November 13, 2024 at 1:33 PM
Boring is good.
We should have a list of people we hope do NOT join this place...
November 12, 2024 at 7:20 PM
We should have a list of people we hope do NOT join this place...
I really like when @pkrugman.bsky.social goes "wonkish" on international trade and flows. Do read 📚 :
stonecenter.gc.cuny.edu/can-trump-re...
stonecenter.gc.cuny.edu/can-trump-re...
stonecenter.gc.cuny.edu
November 12, 2024 at 7:14 PM
I really like when @pkrugman.bsky.social goes "wonkish" on international trade and flows. Do read 📚 :
stonecenter.gc.cuny.edu/can-trump-re...
stonecenter.gc.cuny.edu/can-trump-re...
Deutsche CEO Christian Sewing used to run private banking. He is now culling private bankers... 🤔
www.ft.com/content/56b9...
www.ft.com/content/56b9...
Deutsche’s private bank fires over 100 senior bankers in cost-cutting drive
Frankfurt-headquartered lender has imposed demanding targets on underperforming unit
www.ft.com
November 12, 2024 at 5:19 PM
Deutsche CEO Christian Sewing used to run private banking. He is now culling private bankers... 🤔
www.ft.com/content/56b9...
www.ft.com/content/56b9...
Between last month's IMF meetings and Trump's victory, I think it's fair to say the tide has now turned completely. Today's victory for Shell is yet another example (another being Saturday's comments from 🇵🇱 PM Tusk)
www.reuters.com/business/ene...
www.reuters.com/business/ene...
Shell wins appeal against landmark Dutch climate ruling
A Dutch court on Tuesday accepted Shell's appeal against a landmark climate ruling, dismissing the order for the oil and gas company to sharply reduce emissions.
www.reuters.com
November 12, 2024 at 5:15 PM
Between last month's IMF meetings and Trump's victory, I think it's fair to say the tide has now turned completely. Today's victory for Shell is yet another example (another being Saturday's comments from 🇵🇱 PM Tusk)
www.reuters.com/business/ene...
www.reuters.com/business/ene...
Apparently it's not a magic formula...
www.ft.com/content/3a6a...
www.ft.com/content/3a6a...
Ivy League endowments struggle with private market downturn
Some universities have issued bonds to meet funding needs as a dealmaking dearth weighs on investment returns
www.ft.com
November 12, 2024 at 5:13 PM
Apparently it's not a magic formula...
www.ft.com/content/3a6a...
www.ft.com/content/3a6a...
@peark.es hey man, you still at bespoke? Who can I talk to about it being blocked in Poland? Tried from various devices and getting the same... tx
April 3, 2024 at 11:47 AM
@peark.es hey man, you still at bespoke? Who can I talk to about it being blocked in Poland? Tried from various devices and getting the same... tx
I tak można pić kawusię ☕️
January 14, 2024 at 12:21 PM
I tak można pić kawusię ☕️
🏆Wielka Gala Widoków z Wieży🏆
Postanowiliśmy przyznać nagrody w siedmiu kategoriach:
💭słowo roku
🦸♀️bohater roku
📦kapiszon roku
↩️comeback roku
🤬slogan roku
📊wykres roku
🐑wilk w owczej skórze roku
youtu.be/7aKWgJmcPAE?si…
Postanowiliśmy przyznać nagrody w siedmiu kategoriach:
💭słowo roku
🦸♀️bohater roku
📦kapiszon roku
↩️comeback roku
🤬slogan roku
📊wykres roku
🐑wilk w owczej skórze roku
youtu.be/7aKWgJmcPAE?si…
widoki z wieży #51 🏆Wielka Gala Widoków z Wieży🏆
Cotygodniowe podsumowanie tego, co dzieje się na rynkach i widoków na przyszłość.Przeczytaj więcej na https://kompasinwestycyjny.pl/ Niniejszy materiał zosta...
https://youtu.be/7aKWgJmcPAE?si…
December 18, 2023 at 1:29 PM
🏆Wielka Gala Widoków z Wieży🏆
Postanowiliśmy przyznać nagrody w siedmiu kategoriach:
💭słowo roku
🦸♀️bohater roku
📦kapiszon roku
↩️comeback roku
🤬slogan roku
📊wykres roku
🐑wilk w owczej skórze roku
youtu.be/7aKWgJmcPAE?si…
Postanowiliśmy przyznać nagrody w siedmiu kategoriach:
💭słowo roku
🦸♀️bohater roku
📦kapiszon roku
↩️comeback roku
🤬slogan roku
📊wykres roku
🐑wilk w owczej skórze roku
youtu.be/7aKWgJmcPAE?si…
Three things on my mind:
1️⃣ oil being unable to go higher pretty much regardless
2️⃣ bust of the clean energy sector (now with the Barron cover probably ended, though)
3️⃣ stories like these: www.cnbc.com/2023/11/16/d...
#deflation
1️⃣ oil being unable to go higher pretty much regardless
2️⃣ bust of the clean energy sector (now with the Barron cover probably ended, though)
3️⃣ stories like these: www.cnbc.com/2023/11/16/d...
#deflation
Deflation could be coming this holiday season, Walmart CEO says
Prices have fallen, especially on general merchandise and on some key grocery items, said Walmart chief Doug McMillon.
www.cnbc.com
November 17, 2023 at 9:47 AM
Three things on my mind:
1️⃣ oil being unable to go higher pretty much regardless
2️⃣ bust of the clean energy sector (now with the Barron cover probably ended, though)
3️⃣ stories like these: www.cnbc.com/2023/11/16/d...
#deflation
1️⃣ oil being unable to go higher pretty much regardless
2️⃣ bust of the clean energy sector (now with the Barron cover probably ended, though)
3️⃣ stories like these: www.cnbc.com/2023/11/16/d...
#deflation
While I think duration will perform in the coming months, today's Global Fund Manager Survey is painting a very one-sided picture.
The main counterargument is still extreme spec shorts on UST futures.
The main counterargument is still extreme spec shorts on UST futures.
November 14, 2023 at 9:58 AM
While I think duration will perform in the coming months, today's Global Fund Manager Survey is painting a very one-sided picture.
The main counterargument is still extreme spec shorts on UST futures.
The main counterargument is still extreme spec shorts on UST futures.
Is clean energy finally ending the... ahem... self-cleaning process? www.reuters.com/business/ene...
Plug Power shares dive on raising going concern doubts | Reuters
Shares of Plug Power plunged nearly 30% in premarket trading on Friday after the hydrogen fuelcell maker raised going concern doubts.
www.reuters.com
November 10, 2023 at 1:48 PM
Is clean energy finally ending the... ahem... self-cleaning process? www.reuters.com/business/ene...
Witamy Redaktora! Poleca się wszystkim, którzy 🇵🇱 język w ćwierkach lubią. bsky.app/profile/patr...
bsky.app
November 5, 2023 at 8:18 PM
Witamy Redaktora! Poleca się wszystkim, którzy 🇵🇱 język w ćwierkach lubią. bsky.app/profile/patr...
James O'Brien eviscerates Boris Johnson (which admittedly isn't too hard to do). Can't wait for his book How they broke Britain!
youtu.be/1ibHsaRF_CY?...
youtu.be/1ibHsaRF_CY?...
November 5, 2023 at 8:17 PM
James O'Brien eviscerates Boris Johnson (which admittedly isn't too hard to do). Can't wait for his book How they broke Britain!
youtu.be/1ibHsaRF_CY?...
youtu.be/1ibHsaRF_CY?...
Central bankers' communication is a weird thing. On the one hand we want them to guide us (dampen volatility) and on the other hand low volatility usually leads to bad decision making.
On top of that central bankers have no idea what they will need to do down the road.
Solution? Ivory tower.
On top of that central bankers have no idea what they will need to do down the road.
Solution? Ivory tower.
November 3, 2023 at 9:02 PM
Central bankers' communication is a weird thing. On the one hand we want them to guide us (dampen volatility) and on the other hand low volatility usually leads to bad decision making.
On top of that central bankers have no idea what they will need to do down the road.
Solution? Ivory tower.
On top of that central bankers have no idea what they will need to do down the road.
Solution? Ivory tower.
Fantastic reporting from @newyorktimes.bsky.social , which settles the whole debate who knew what in advance. Also seems like Israel 🇮🇱 secret services are trying to speak up. www.nytimes.com/2023/10/29/w...
How Years of Israeli Failures on Hamas Led to a Devastating Attack
Israeli officials completely underestimated the magnitude of the Oct. 7 attacks by Hamas, shattering the country’s once invincible sense of security.
www.nytimes.com
October 30, 2023 at 9:29 AM
Fantastic reporting from @newyorktimes.bsky.social , which settles the whole debate who knew what in advance. Also seems like Israel 🇮🇱 secret services are trying to speak up. www.nytimes.com/2023/10/29/w...