GenevaGirl
@michellev.bsky.social
2.8K followers 1.4K following 1.7K posts
Fintwit refugee. Random observations. Sometimes finance-related. Shitposter with a Bloomberg. Night 🦉and wearer of pointy hats and flower garlands. Avant gardener
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michellev.bsky.social
It’s over / We’re so back
Argentine edition
Reposted by GenevaGirl
bondhack.ft.com
🔥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
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
michellev.bsky.social
Cybertrucks don’t comply with EU safety and design standards (thanks EU regulations!)
Long may they stay banned from EU (and Swiss) roads
michellev.bsky.social
Sorry but I’m rooting from the sidelines for quantum, as the technology could potentially nuke bitcoin 🤣
peark.es
Absolute madness.
Chart showing the performance of an equal weight index of four quantum stocks (IONQ, RGTI, QBTS, QUBT) over past two years. The index has risen 3671% since last October.
michellev.bsky.social
for sure, but even this admin wouldn’t be stupid enough not to have made a courtesy call?
taking that back, on second thought
Reposted by GenevaGirl
selkies.bsky.social
As a European I strong feel I shouldn't even know why Gavin Newsom is
michellev.bsky.social
looks like half coming from new issuance, and the remainder to be bought from an existing shareholder, South32
michellev.bsky.social
lol +188% pre-market bump
Golden Age of Grift
michellev.bsky.social
So the US government is buying a 10% stake in a <checks notes> Canadian company -
Vancouver-based Trilogy Metals TMQ.US
Reposted by GenevaGirl
reshetz.bsky.social
Ukraine single-handedly keeps ancient maritime culture traditions alive
michellev.bsky.social
Sonic Youth already did this (sort of) with their version of the Carpenters’ Superstar. And yes, the original may not necessarily be an upbeat song, but anything with Karen Carpenter has a certain angelic quality which gets subverted in the Sonic Youth version
michellev.bsky.social
so it’s ok to eat foie gras? asking for a mostly vegetarian friend
michellev.bsky.social
ditto PE/Alternative asset managers, trading very heavy
michellev.bsky.social
Intel, Micron, Dell, Western Digital, Seagate, Oracle leading tech markets to new highs is giving off 90’s vibes
michellev.bsky.social
Somehow I didn’t think this sign is going to prove much of a deterrent in the face of the rowdy behavior, crime and littering that are increasingly part of the Halloween celebrations in Tokyo
michellev.bsky.social
someone pointed out that Hegseth gives off strong Gob Bluth energy, and now I’m finding it impossible to rid myself of the most annoying earworm ever
michellev.bsky.social
So in the absence of a DeepSeek moment, the AI names likely continue to grind higher. Too many portfolio managers are lagging their benchmarks with only three months left to the year.
michellev.bsky.social
It’s hard to be a bear on the AI trade (not the technology itself) when ‘everyone’ is an expert on vendor financing, the risks of circular financing are a consensus concern, and the parallels with the dotcom implosion are seemingly obvious. Almost too easy
michellev.bsky.social
lecturing others on the importance of a professional appearance is a bit rich coming from the guy who is the personification of a fashion crime
michellev.bsky.social
and get Jonny Greenwood to compose the film score
pixelatedboat.bsky.social
After watching One Battle After Another I think they should get Paul Thomas Anderson to direct a James Bond movie
michellev.bsky.social
think there’s a good chance this deal won’t happen