Lightnews — Scholar-powered news

Helene Meisler

@hmeisler.bsky.social

8.3K followers 190 following 5.1K posts

I write a daily column for https://pro.thestreet.com/author/helene-meisler on the markets. Worked at Cowen, GS, Cargill. Former Asian Expat: S'pore & Shanghai. Tennis fan. Love to cook.

pro.thestreet.com

Posts Media Videos Starter Packs

Pinned

Helene Meisler @hmeisler.bsky.social · Nov 11

Nothing like price to change sentiment.

19 36 370

Helene Meisler @hmeisler.bsky.social · 2h

When I lived in Asia there was a book someone published to show all the relationships between the various companies. They all had pretty much the same ownership or partial ownership & did biz with each other.
That's what this feels like.

Sam Ro @tker.co · 2h

AI Ecosystem Capital Flows - Morgan Stanley

1 1 19

Helene Meisler @hmeisler.bsky.social · 2h

could also be the Ozempic effect

Helene Meisler @hmeisler.bsky.social · 2h

perhaps there is a middle ground

1 1

Helene Meisler @hmeisler.bsky.social · 2h

AI burns up electricty, water and cash

Tom Hearden @followtheh.bsky.social · 2h

a thing I just learned from Bloomberg's Ed Ludlow - Oracle will be cash flow negative for the first time in its history this year.

1 5 41

Helene Meisler @hmeisler.bsky.social · 4h

Has OpenAI announced a deal yet today?

2 31

Helene Meisler @hmeisler.bsky.social · 16h

TTW the deal structures get 'unique'.

Conor Sen @conorsen.bsky.social · 16h

“The unique deal structure, with the debt backed by the GPUs as opposed to the company, could provide a playbook for tech firms looking to decrease debt exposure.”

1 2 15

Helene Meisler @hmeisler.bsky.social · 16h

Republicans in disarray. Wild.

Helene Meisler @hmeisler.bsky.social · 17h

Dana Telsey

Forever young.

3 8

Helene Meisler @hmeisler.bsky.social · 18h

SPX (cash) closes the last few days

2 3 15

Helene Meisler @hmeisler.bsky.social · 18h

9th inning would be like saying there is no more cash on the sidelines.

Helene Meisler @hmeisler.bsky.social · 18h

thank you

Helene Meisler @hmeisler.bsky.social · 19h

It was awesome wasn't it?

Helene Meisler @hmeisler.bsky.social · 19h

@michaelsantoli.bsky.social is the best.

"The quantum nonsense (yes he used that word)....."

Fab.

5 1 31

Helene Meisler @hmeisler.bsky.social · 20h

Here's the consensus as I see it (from the folks on TV).

There is a bubble, just a matter of what inning we are in. None see us in the 8th or 9th inning.

Everyone of them thinks they will get out before it bursts. They don't say it but they imply it.