Genevieve Signoret
@gsignoret.bsky.social
Asset manager, wealth manager, entrepreneur, international macroeconomist, writer. Based in Querétaro, Mexico. President and Head of Asset Allocation at TransEconomics.
People keep bringing up “circularity” in the artificial-intelligence (AI) industry as a reason for fearing that AI stocks are in a bubble. What are they talking about?
Check out this one-minute Q-A to find out.
www.lacarpetanegra.com/2025/11/28/w...
Check out this one-minute Q-A to find out.
www.lacarpetanegra.com/2025/11/28/w...
December 1, 2025 at 7:22 PM
People keep bringing up “circularity” in the artificial-intelligence (AI) industry as a reason for fearing that AI stocks are in a bubble. What are they talking about?
Check out this one-minute Q-A to find out.
www.lacarpetanegra.com/2025/11/28/w...
Check out this one-minute Q-A to find out.
www.lacarpetanegra.com/2025/11/28/w...
Mucha gente menciona la “circularidad” en la industria de la inteligencia artificial (IA) como motivo de preocupación de que las acciones del sector estén en una burbuja. ¿A qué se refieren?
www.lacarpetanegra.com/2025/11/28/q...
www.lacarpetanegra.com/2025/11/28/q...
December 1, 2025 at 7:21 PM
Mucha gente menciona la “circularidad” en la industria de la inteligencia artificial (IA) como motivo de preocupación de que las acciones del sector estén en una burbuja. ¿A qué se refieren?
www.lacarpetanegra.com/2025/11/28/q...
www.lacarpetanegra.com/2025/11/28/q...
It’s a miracle.
November 10, 2025 at 3:20 AM
It’s a miracle.
I had set it aside so long I decided to start over. (So I know what happened.)
November 9, 2025 at 12:33 AM
I had set it aside so long I decided to start over. (So I know what happened.)
I agree with his readings: the US economy is slowing, the Fed is shifting focus to supporting the labor market.
If I sat on the FOMC, I would not cut. But for your portfolio decision, what I would do matters zip.
If I sat on the FOMC, I would not cut. But for your portfolio decision, what I would do matters zip.
August 31, 2025 at 2:08 PM
I agree with his readings: the US economy is slowing, the Fed is shifting focus to supporting the labor market.
If I sat on the FOMC, I would not cut. But for your portfolio decision, what I would do matters zip.
If I sat on the FOMC, I would not cut. But for your portfolio decision, what I would do matters zip.
Read the whole post. Check out all its charts. Reach your won conclusion then read Sam's wrap-up at the end for comparison.
I agree with his readings: the US economy is slowing, the Fed is shifting focus to supporting the labor market.
I agree with his readings: the US economy is slowing, the Fed is shifting focus to supporting the labor market.
August 31, 2025 at 2:08 PM
Read the whole post. Check out all its charts. Reach your won conclusion then read Sam's wrap-up at the end for comparison.
I agree with his readings: the US economy is slowing, the Fed is shifting focus to supporting the labor market.
I agree with his readings: the US economy is slowing, the Fed is shifting focus to supporting the labor market.
The Fed should not cut rates, IMO. As always, I could be wrong. Chart is from Sam Ro's the blog (see below).
August 31, 2025 at 2:01 PM
The Fed should not cut rates, IMO. As always, I could be wrong. Chart is from Sam Ro's the blog (see below).
Nostalgie pour Grenoble.
August 27, 2025 at 12:25 PM
Nostalgie pour Grenoble.
"That’s probably partly ICE at work. After all, who do you think picks vegetables?"
August 15, 2025 at 2:32 PM
"That’s probably partly ICE at work. After all, who do you think picks vegetables?"
WSJ headline this morning:
August 15, 2025 at 11:51 AM
WSJ headline this morning:
Most recent numbers are on the bottom (like the Fed minutes on their website).
August 14, 2025 at 12:44 PM
Most recent numbers are on the bottom (like the Fed minutes on their website).
From the well written and insightful @johnauthers.bsky.social newsletter of this morning.
August 11, 2025 at 1:07 PM
From the well written and insightful @johnauthers.bsky.social newsletter of this morning.
Superb. I’m thrilled.
July 27, 2025 at 12:38 PM
Superb. I’m thrilled.
Good luck with that.
June 17, 2025 at 9:27 PM
Good luck with that.
You can’t fault Israel’s timing. Of course it created its own opportunity by debilitating Hezbollah first.
June 17, 2025 at 8:47 PM
You can’t fault Israel’s timing. Of course it created its own opportunity by debilitating Hezbollah first.
Single-family inventory approaches 2019 level:
April 28, 2025 at 2:29 PM
Single-family inventory approaches 2019 level:
One sad thing about reading biographies of historic figures is that they die at the end.
April 15, 2025 at 2:04 AM
One sad thing about reading biographies of historic figures is that they die at the end.
USD/MXN market reaction to Trump attack on a US free trade partner and neighbor has been tame.
February 3, 2025 at 12:30 PM
USD/MXN market reaction to Trump attack on a US free trade partner and neighbor has been tame.
Still putting away Christmas stuff. Found an unlabeled wrapped gift. What is it? For whom was it meant??
January 5, 2025 at 6:34 PM
Still putting away Christmas stuff. Found an unlabeled wrapped gift. What is it? For whom was it meant??
I derive outsized pleasure from pretty bookmarks.
December 16, 2024 at 2:16 AM
I derive outsized pleasure from pretty bookmarks.
Monthly source of joy.
December 13, 2024 at 5:55 PM
Monthly source of joy.