GenevaGirl
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michellev.bsky.social
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
good thing people in the Nordics and eastern Europe no longer take out housing mortgages in CHF, right?
January 26, 2026 at 11:27 AM
Every CHF-based portfolio manager holding USD assets

2025: +400bps FX hedging cost, lol no f*ing way.
« I have a high pain tolerance »

this morning: 😱
January 26, 2026 at 10:45 AM
Reposted by GenevaGirl
🌮 🌮 🌮 🌮
People who want to sound clever often say they screen out the noise with Trump.
That's fine, but the noise is the point.
This isn't normal.

My bit for the weekend:

The Taco trade has eaten itself - as.ft.com/r/8f0696f3-5...
The Taco trade has eaten itself
[FREE TO READ] Tracking the Donald Trump show has become pointless for investors in the short term
as.ft.com
January 24, 2026 at 11:30 AM
serious times > new French history memes.
r/Giscardpunk and @fuckyeahjacqueschirac are over
January 25, 2026 at 9:35 AM
unless I missed it, not a single statement, or any reaction whatsoever, from any of the ex-Presidents
January 25, 2026 at 9:30 AM
Reposted by GenevaGirl
A US President's cognitive collapse would be less worrying if the most powerful figures around him were not delusional cranks who now see an opportunity to turn racial imperialist memes into violent reality
January 24, 2026 at 4:35 PM
Reposted by GenevaGirl
In my view, repression at home and thuggery abroad - most recently Greenland - are two sides of the same coin. Both reflect the worldview of people who think violence, power, threat and coercion are all that's required to push your agenda through & secure your interests.
January 24, 2026 at 8:44 PM
and while I’m at it…
The constant bashing of Europe by some US geopolitical analysts and US media quickly gets tiresome.
Might want to fix your own house guys.

End of rant, off to do Saturday things
January 24, 2026 at 10:54 AM
Listening to Sharp China podcast with billbishop.bsky.social, US based hosts expressing incredulity at growing ties btw Canada/Europe and China. How on earth is this a surprise? Not just Greenland and weaponization of tariffs, but hosts seem oblivious to the drastic decline in standing of US abroad
January 24, 2026 at 10:20 AM
Demand for Macron’s aviators crashed the Italian maker iVision Tech SpA’s site, and boosted the shares by 60%
January 23, 2026 at 12:48 PM
Good news, crisis averted. For now.
But this is exhausting
January 21, 2026 at 7:48 PM
why are they clapping? no one should be clapping
January 21, 2026 at 3:02 PM
Switzerland doesn’t have a prime minister
January 21, 2026 at 2:37 PM
Reposted by GenevaGirl
EU referendum in #Iceland incoming. (Seriously, it might happen by early 2027.)
January 21, 2026 at 2:28 PM
Iceland…He just blamed the fall in the US market yesterday on Iceland
January 21, 2026 at 2:23 PM
Reposted by GenevaGirl
if the Euros really want to own the yanks, they should work together towards European common debt

www.ft.com/content/644f...
European common debt is the way to topple the dollar
It’s high time for the EU to overcome its childish resistance to permanent joint borrowing
www.ft.com
January 20, 2026 at 2:09 PM
Trump’s second term has been phenomenally profitable. BBG estimates $1.4bn generated from various crypto projects alone
January 20, 2026 at 12:06 PM
Missed this thread yesterday, but Duncan asks some important questions below, with interesting replies
A thousand times this.
If we want to take defence spending from circa 2.5% of GDP to circa 3.5-4% of GDP the question isn’t “how do we pay for it?”. That’s the easy bit - a combination of taxes and borrowing.
The real question is about real resources and what do we want to do less of?
There's a lot of talk about rearmament and breaking US dependence. I understand the logic completely. But I wonder if people have fully absorbed the economic/consumption implications of serious rearmament, especially when we also consider the state of public opinion and the information environment.
January 20, 2026 at 7:58 AM
Reposted by GenevaGirl
The net impact of recent events are that Europe is going to have to double-down hard on Ukraine - because eroding Russian military capacity now becomes critical if there’s a real threat of US removing security guarantees
January 19, 2026 at 10:40 AM
dunno but this is at least amber-lights-flashing levels of alarm by the normally unperturbed and neutral Swiss
January 19, 2026 at 11:05 AM
Reposted by GenevaGirl
The US has never gone to war with a country where its President owns a golf course.
January 19, 2026 at 9:26 AM
The humble screenshot (first integrated with the 2007 iPhone) is one of the most underrated features in holding people to account online. Remarkable for something so simple, and probably not what the devs originally had in mind
January 18, 2026 at 9:13 AM
tbf would be the *second* time in recent history that Iceland features in a global economy crash
January 18, 2026 at 9:03 AM
so much geopolitics and I missed that ESMA had issued cringe guidance for “finfluencers” a few days ago.
January 12, 2026 at 10:55 AM