econgirl
@econgirl.bsky.social
1K followers 730 following 310 posts
Equity Analyst/PM. the most curious person in the world
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econgirl.bsky.social
5 day move in high beta momentum
Reposted by econgirl
afp.com
🇫🇷 Une trentaine de CRS vont être déployés mardi dans le golfe de Saint-Tropez pour faire face à une recrudescence des vols avec violence depuis le début de la saison estivale, a indiqué la préfecture du Var.

➡️ u.afp.com/SM9X
econgirl.bsky.social
Whenever you get a wild excess on the upside, the following correction doesn’t just go back to normal; it almost always falls way below normal. - John Templeton
econgirl.bsky.social
"The market may be crazy, but that doesn’t make you a psychiatrist." -- Meir Statman
Reposted by econgirl
Reposted by econgirl
eldiario.es
ÚLTIMA HORA | Nicusor Dan, alcalde de Bucarest, elegido presidente de Rumanía tras derrotar al candidato ultranacionalista, según los primeros sondeos
www.eldiario.es/internaciona...
Reposted by econgirl
Reposted by econgirl
bnonews.com
BREAKING: Pro-EU candidate Nicușor Dan wins Romania's presidential election - exit poll
Reposted by econgirl
henrymance.ft.com
BUCHAREST IS HISTORY
cjterry.bsky.social
With Nicusor Dan ahead by almost 900,000 votes and a third of the diaspora vote in, I'm calling it.

I've seen enough: Nicusor Dan is the next President of Romania.
econgirl.bsky.social
Exit polls suggest Mayor of Bucharest Nicusor Dan has defeated the right-wing extremist George Simion to become Romania’s next president, 55% to 45%. However, the exit polls don’t count the 1.6MM diaspora votes. This could go to the wire. Turnout was huge - 65 per cent - the largest since the 1990s.
Reposted by econgirl
juddlegum.bsky.social
Interesting that if you shop at Whole Foods, a lot of money is spent making it feel like a place that respects workers and embraces progressive values, but it is not.

Costco just feels like a warehouse but they treat their workers pretty well and has rejected anti-DEI BS
Reposted by econgirl
brendanvduke.bsky.social
Looking at incoming vessels to the Port of Los Angeles (America's largest container port):

1.) This week we're still in frontrunning mode (57%+ YoY).

2.) Next week we're basically at normal (-8% YoY).

3.) Two weeks from now we're in The Bad Place (-44% YoY)
Reposted by econgirl
katie0martin.ft.com
Investors are asking questions about whether they can trust the US that would have been *ridiculous* a few months ago. IDK how/whether Uncle Sam can get the trust back.
Me on a bonkers/terrifying few days in markets and what it all means: on.ft.com/4ct5Qnv

(First 300 clicks free)
Donald Trump has added a political risk premium to US assets
[FREE TO READ] Parking money in America is no longer the routine, fuss-free, neutral option
on.ft.com