Christoph Gisiger
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cgisiger.bsky.social
Christoph Gisiger
@cgisiger.bsky.social
240 followers 410 following 10 posts
US correspondent for The Market NZZ
themarket.ch
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Reposted by Christoph Gisiger
tbpinvictus.bsky.social
Remembering the legendary Art Cashin on this Christmas Eve.
December 24, 2025 at 12:06 PM
Reposted by Christoph Gisiger
edzitron.com
Pass
OPINION GUEST ESSAY I Asked ChatGPT to Solve an 800-Year-Old Italian Mystery. What Happened Surprised Me. Dec. 22, 2025
December 24, 2025 at 6:55 AM
Reposted by Christoph Gisiger
jessefelder.bsky.social
NEW POST: ‘Bubbles Are Everywhere You Look’ thefelderreport.com/2025/12/20/b...
'Bubbles Are Everywhere You Look'
Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning. LINK Ruchi...
thefelderreport.com
December 20, 2025 at 4:41 PM
Reposted by Christoph Gisiger
carlquintanilla.bsky.social
$WBD
jonathanfriedman.com jonathan friedman @jonathanfriedman.com · 5d
Also good: @mattbelloni.bsky.social highlighting the wild amount of $ these WBD execs stand to make from a sale
The funniest Warner Discovery grift: I know, we all love to read about how much richer David Zaslav will get from the sale of Warner Bros. Discovery, a company from which he aggressively drained value during his three years as C.E.O. (and which he should never have created in the first place). But let's at least acknowledge his other C-suite collaborators, who aren't far behind in the outrageous golden parachute pecking order. Thanks to Paramount's S.E.C. filing this week, we can now see the total payouts in cash, equity, and benefits if the company were to sell: David Zaslav, C.E.O.: $567.7 million Gunnar Wiedenfels, C.F.O.: $144.9 million Bruce Campbell, chief revenue and strategy officer, $138.5 million JB Perrette, C.E.O. and president, global streaming and games: $167.4 million Gerhard Zeiler, president, international: $95.2 million That's more than a billion bucks to five executives, ghoulish money for all of them. But the funniest grifter of all might be Amy Girdwood, the chief people and culture officer, who stands to make $28.9 million in vested stock awards. A pittance compared to the others, but that's nearly $30 million to the H.R. person! Who has no involvement in the strategy and direction of the company! And that's before any further bidding!
December 19, 2025 at 8:26 PM
Reposted by Christoph Gisiger
followtheh.bsky.social
David Zaslav is in the top 10 CEO's in this era at being horrible at his job but getting himself paid outrageous compensation anyway
December 17, 2025 at 6:00 PM
Reposted by Christoph Gisiger
followtheh.bsky.social
this one stuck from the the morning scroll
tobyn.bsky.social Toby Nangle @tobyn.bsky.social · 8d
According to GS, 30% of total USD credit net supply in 2025 has been AI-related.
December 17, 2025 at 1:31 PM
Reposted by Christoph Gisiger
mikezaccardi.bsky.social
Silver $66 this morning
December 17, 2025 at 10:16 AM
Reposted by Christoph Gisiger
peark.es
One of the Oracle (ORCL) Stargate data centers in Michigan doesn't have financing after Blue Owl (OWL) pulled out. Increasing signals that capital is starting to turn away from the sector having gorged for the past year.
Oracle’s $10bn Michigan data centre in limbo after Blue Owl funding talks stall
Investment firm concerned about tougher debt terms and the risk of delays to the vast project
www.ft.com
December 17, 2025 at 1:19 PM
Reposted by Christoph Gisiger
jessefelder.bsky.social
NEW POST: ‘A Weakening Earnings Foundation Leaves The Market Increasingly Fragile’ thefelderreport.com/2025/12/13/a...
'A Weakening Earnings Foundation Leaves The Market Increasingly Fragile'
Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning. LINK Eric ...
thefelderreport.com
December 14, 2025 at 11:30 PM
Reposted by Christoph Gisiger
jessefelder.bsky.social
‘Oil is at parity with silver for the first time in 45 years.’ thedailyshot.com/2025/12/15/c...
December 15, 2025 at 2:25 PM
Reposted by Christoph Gisiger
jessefelder.bsky.social
‘Some say if everyone is talking about a bubble, it’s a sign there isn’t one. Yet bubble arguments raged in 1999 even as it continued to inflate. The same is happening now.‘ www.wsj.com/finance/stoc...
The Eerie Parallels Between AI Mania and the Dot-Com Bubble
Bulls spend a lot of time denying that there’s a 1990s-style bubble inflating again. But it’s worth going through a few of the similarities and differences.
www.wsj.com
December 14, 2025 at 4:06 PM
Reposted by Christoph Gisiger
michaelsantoli.bsky.social
The industry aims to build a superintelligence by assimilating unthinkable volumes of data dating to the dawn of the written word, yet apparently tweaking the models to account for separate regulations across several states is a level of complexity that would paralyze the whole project...
December 12, 2025 at 2:53 PM
Reposted by Christoph Gisiger
carlquintanilla.bsky.social
“.. It is truly astonishing that this was allowed to go forward at all,” one Post editor wrote. “Never would I have imagined that the Washington Post would deliberately warp its own journalism and then push these errors out to our audience ..”

@maxtani.bsky.social
www.semafor.com/article/12/1...
December 12, 2025 at 7:53 PM
Reposted by Christoph Gisiger
caseynewton.bsky.social
We have reached the “begging us to come back” stage of X’s decline
techmeme.com Techmeme @techmeme.com · 13d
An interview with Nikita Bier, who wants to lure journalists back to X with a rebuilt recommendation algorithm with no keyword suppression or manual downranking (Alex Heath/Sources)

Main Link | Techmeme Permalink
December 12, 2025 at 7:03 AM
Reposted by Christoph Gisiger
jessefelder.bsky.social
‘The copper market is anticipated to enter a supply deficit over the next decade, potentially as soon as 2026, BloombergNEF estimates.‘ www.bloomberg.com/news/article...
December 10, 2025 at 5:24 PM
Reposted by Christoph Gisiger
jessefelder.bsky.social
‘It only took 25 years, eight months and 13 days, but the stock of Cisco Systems finally hit a new record high. Why do we care? Well, only because of the potential parallels with the current AI mania in general — and Nvidia in particular.‘ www.ft.com/content/b27a...
December 11, 2025 at 5:59 PM
Reposted by Christoph Gisiger
jessefelder.bsky.social
America’s House Party time.com/archive/6673...
December 11, 2025 at 10:59 PM
Reposted by Christoph Gisiger
thorbenson.bsky.social
I guess it's fitting that it's a reimagined, worse version of someone else's artwork
Time person of the year cover for 2025
December 12, 2025 at 4:00 AM
Reposted by Christoph Gisiger
jessefelder.bsky.social
NEW POST: Is Search Activity Forecasting An Imminent Fall For ‘AI Stocks’? thefelderreport.com/2025/12/06/i...
Is Search Activity Forecasting An Imminent Fall For 'AI Stocks'?
Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning. LINK Brij ...
thefelderreport.com
December 7, 2025 at 5:37 PM
Reposted by Christoph Gisiger
nflmemewar.bsky.social
#Santa #nfl #NFL #nflmemes #Cowboys #Eagles #Commanders #Giants #nfceast
December 6, 2025 at 6:09 AM
Reposted by Christoph Gisiger
jessefelder.bsky.social
Are Warner takeovers the harbingers of financial apocalypse? www.ft.com/content/c403...
December 5, 2025 at 7:05 PM
Reposted by Christoph Gisiger
jperlow.bsky.social
Half the internet is down tonight. Again.
November 27, 2025 at 2:27 AM
Reposted by Christoph Gisiger
lorak.bsky.social
Here's a deep dive into rural communities doing data center deals with big tech companies... by Jordan Novet @cnbc.com www.cnbc.com/2025/11/25/m... (longread)
Why rural Wisconsin is blocking the AI data center boom: 'Horses are skittish'
Tech giants are increasingly facing community backlash as they select places to build mammoth AI data centers.
www.cnbc.com
November 25, 2025 at 5:49 PM
Reposted by Christoph Gisiger
daisyowl.com
maybe i am going insane
November 24, 2025 at 6:49 PM
Reposted by Christoph Gisiger
michaelsantoli.bsky.social
"We own these two stocks that attract the gullible and conspiracy-minded and were surprised to learn that many of those same investors have lots of exposure to bitcoin..."
November 21, 2025 at 6:37 PM