Gianluca Paglia
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gianlucapaglia.bsky.social
Gianluca Paglia
@gianlucapaglia.bsky.social
Reposted by Gianluca Paglia
Despite all the distractions, tariffs, & turmoil, price is the next sum of everything, & the S&P 500 today has kicked up, looking like a new leg is commencing. Our thoughts on tariffs are irrelevant.

#Gold has coincidently retraced back to 50 SMA support.

#SPX #Markets #economy #stocks
June 24, 2025 at 4:04 PM
1/2. Unrealized losses held by banks dwarf GFC levels. Most holdings are US treasuries. They do not matter until they become realized. Since treasuries mature at full value, only forced sale events will cause issues.

#banks #debt #securities #federalreserve
May 25, 2025 at 4:36 PM
Its getting increasingly difficult to argue that Chinese made is inferior. In many cases it would be superior.

#economy #markets
May 4, 2025 at 1:58 PM
Retail traders are buying #stocks.

#markets #investing

Source: Goldman Sachs, Bloomberg.
April 29, 2025 at 11:48 PM
Projected GDP Growth Rates for the next 10 years for by country.

Source: Visual Capitalist, www.visualcapitalist.com/real-gdp-gro...

#economy
April 29, 2025 at 11:39 PM
Real GDP growth 2014 -2024

Source: Visual Capitalist

#economy
April 29, 2025 at 10:05 AM
Foreigners have dumped roughly $60 Billion of U.S. Stocks since March, driven primarily by European Investors. Based on our recent observations, European stocks should outperform their US counterparts when the correction ends.

#stocks #markets

Source: CNBC
April 27, 2025 at 11:32 AM
Bear market rallies during the 2007 - 2009 correction illustrating the importance of ensuring you don't keep trying to pick the bottom, but rather look for confirmations of the turn.

#markets #stocks #trendtrading
Chart source: Sober Look
April 27, 2025 at 10:34 AM
Median Age in Europe

#economy #demographics

Source: Varonoi by The Visual Capitalist, www.voronoiapp.com/demographics...
April 27, 2025 at 10:25 AM
Reposted by Gianluca Paglia
My "Map of Nothing" featured in @sciam.bsky.social has been shortlisted for the 2024 Information is Beautiful Awards. Nothing is the new something.

Work with @jenchristiansen.com.

www.informationisbeautifulawards.com/showcase/712...
A Map of Nothing
Cosmic voids are vast spaces that contain few or no galaxies—less than one-tenth of the average matter density found in the Universe. They may have been form...
www.informationisbeautifulawards.com
April 24, 2025 at 9:51 PM
Reposted by Gianluca Paglia
Imagine if Joe Biden, newly in office, had launched a company with Hunter Biden and used his social media to recruit financial backers.

Then promised the most generous among them would earn an invitation to a private dinner with him ... Trump just did that.
Trump Just Did the Most Corrupt Thing Any President Has Ever Done
He’s using the White House to get rich from anonymous investors—and it’s hardly even a news story.
newrepublic.com
April 26, 2025 at 5:33 PM
California #economy overtakes Japan's.

Source: The Visual Capitalist / Voronoiapp, www.voronoiapp.com/economy/Cali...

#markets
April 26, 2025 at 5:52 PM
Global investment into AI by country.

Source: www.visualcapitalist.com/visualizing-...
April 22, 2025 at 10:47 AM
Reposted by Gianluca Paglia
Powell recently reiterated what most of us know and have been saying: #tariffs are #inflationary and will make costs go up. The Fed is in wait and see mode.

www.reuters.com/world/us/lat...
April 20, 2025 at 4:32 PM
Mixed returns across markets over the last decade

Source: www.visualcapitalist.com
April 20, 2025 at 2:20 AM
$1,500 - $3,500 per #iPhone is the current answer and Apple would need to spend $30b over several years to move some of its supplie chain.

#economy #markets

www.cnbc.com/2025/04/11/h...
Here’s how much a ‘Made in the USA’ iPhone would cost
The White House says President Trump believes Apple can make a U.S. iPhone, but there are many reasons why analysts say that's likely not possible.
www.cnbc.com
April 13, 2025 at 4:55 PM
JP's largest investments as of October 24.

#stocks #markets
April 13, 2025 at 11:55 AM
Reposted by Gianluca Paglia
Not a single word to help the 33m small businesses in this country. Not from anyone in the administration.

So many buy from China, and don't have alternatives.

So many didn't have the cash to front run the tariffs and buy inventory
April 11, 2025 at 12:44 PM
Reposted by Gianluca Paglia
If a cancer killed 7M+ people a year, we’d have ribbons, marches, and PSAs.
If an infectious disease did, it’d be a global emergency.

But when it’s 𝗮𝗶𝗿 𝗽𝗼𝗹𝗹𝘂𝘁𝗶𝗼𝗻—an environmental issue—it gets dismissed as “woke.”

Planetary health 𝘪𝘴 human health.

#Medsky #ClimateSky #PublicHealth 🌍🫁
April 11, 2025 at 2:56 PM
Reposted by Gianluca Paglia
Night Night, Blue Sky Walkers, sleep tight.😴

Sunset over my beloved Blue Ridge Mountains, NC.
April 11, 2025 at 11:40 PM
April 10, 2025 at 12:53 PM
Reposted by Gianluca Paglia
Quite a drop, wasn't it?

This was self-inflicted. No responsible steward of business would do this.
#SPX #Markets #economy #tariffs #stocks
April 6, 2025 at 4:49 PM
Reposted by Gianluca Paglia
#Europe capitulating now but still outperforming the #USA. When #markets come out of correction, European stocks should lead the way - but wait for the signals go confirm trades. Probability does not always translate to reality.

#markets #europe #stocks #revaluation
April 6, 2025 at 5:05 PM
Reposted by Gianluca Paglia
The dollar is🔽big this morning. But few Americans support depreciating the $ to boost exports & the vast majority think global $ dominance benefits the US

David Steinberg & I explain how Americans think about their currency w/ @AtlanticCouncil

Link: www.atlanticcouncil.org/blogs/new-at...
April 3, 2025 at 11:07 AM