GenevaGirl
@michellev.bsky.social
Fintwit refugee. Random observations. Sometimes finance-related. Shitposter with a Bloomberg. Night 🦉and wearer of pointy hats and flower garlands. Avant gardener
Rereading the wsj article on the corrupt dealings between the Trump admin and Russia, and this line provoked a grim laugh:
« Witkoff has tried to inspire Ukrainian officials with the idea of soldiers disarming to earn Silicon Valley-scale salaries operating American built AI data centers »
« Witkoff has tried to inspire Ukrainian officials with the idea of soldiers disarming to earn Silicon Valley-scale salaries operating American built AI data centers »
"By dangling multibillion-dollar rare-earth and energy deals, Moscow could reshape the economic map of Europe—while driving a wedge between America and its traditional allies"
Read this excellent @wsj.com account of the business deals behind the "peace"negotiations
www.wsj.com/world/russia...
Read this excellent @wsj.com account of the business deals behind the "peace"negotiations
www.wsj.com/world/russia...
Make Money Not War: Trump’s Real Plan for Peace in Ukraine
The Kremlin pitched the White House on peace through business. To Europe’s dismay, the president and his envoy are on board.
www.wsj.com
December 1, 2025 at 6:40 AM
Rereading the wsj article on the corrupt dealings between the Trump admin and Russia, and this line provoked a grim laugh:
« Witkoff has tried to inspire Ukrainian officials with the idea of soldiers disarming to earn Silicon Valley-scale salaries operating American built AI data centers »
« Witkoff has tried to inspire Ukrainian officials with the idea of soldiers disarming to earn Silicon Valley-scale salaries operating American built AI data centers »
A rare piece of positive news, if indeed the case.
(My entirely unoriginal takeaway from the WSJ report is that the Trump admin is orders of magnitude more corrupt than I thought possible)
(My entirely unoriginal takeaway from the WSJ report is that the Trump admin is orders of magnitude more corrupt than I thought possible)
Lost in the weeds of the WSJ report on Russian attempts to bribe the Trump administration with offers of bazillion dollar business deals are signs that various European intelligence services seem entirely aware of the details of conversations between Witkoff and the Russians
November 29, 2025 at 5:05 PM
A rare piece of positive news, if indeed the case.
(My entirely unoriginal takeaway from the WSJ report is that the Trump admin is orders of magnitude more corrupt than I thought possible)
(My entirely unoriginal takeaway from the WSJ report is that the Trump admin is orders of magnitude more corrupt than I thought possible)
Reposted by GenevaGirl
"Dave Nicholson has been collecting rave flyers since before he could legally step foot in a club. In 1998, he set up Phatmedia as part of a project at art college. It has gone on to become the largest database of old school rave flyers on the internet."
These classic acid house and rave flyers are a UK dance music time capsule
Collector Dave Nicholson's new book on Velocity Press, UK Rave Flyers 1988–1989, is the first part of a new trilogy illuminating his archive of dance music's visual history
djmag.com
November 28, 2025 at 6:46 PM
"Dave Nicholson has been collecting rave flyers since before he could legally step foot in a club. In 1998, he set up Phatmedia as part of a project at art college. It has gone on to become the largest database of old school rave flyers on the internet."
One of the more balanced discussions I’ve read about whether there is a bubble in AI investment or not. There’s a plausible scenario where future productivity enhancements in AI hardware render obsolete datacenter and hardware investments, all while AI use cases roll out
November 28, 2025 at 12:08 PM
One of the more balanced discussions I’ve read about whether there is a bubble in AI investment or not. There’s a plausible scenario where future productivity enhancements in AI hardware render obsolete datacenter and hardware investments, all while AI use cases roll out
There’s an alternate universe where DJT set his sights on being NYC mayor, somehow won, and the world is all the better for it
November 21, 2025 at 10:09 AM
There’s an alternate universe where DJT set his sights on being NYC mayor, somehow won, and the world is all the better for it
Reposted by GenevaGirl
www.bloomberg.com/opinion/news...
"“The fundamentals have not changed,” says the CEO of a vaping company turned crypto treasury company about a market crash in tokens like Shiba Inu. Is that good?"
"“The fundamentals have not changed,” says the CEO of a vaping company turned crypto treasury company about a market crash in tokens like Shiba Inu. Is that good?"
Fine, Trade Labubu Futures
Sneakers, BDC liquidity, NAV loans, the crypto treasury trade and the meme numbers.
www.bloomberg.com
November 20, 2025 at 9:04 AM
www.bloomberg.com/opinion/news...
"“The fundamentals have not changed,” says the CEO of a vaping company turned crypto treasury company about a market crash in tokens like Shiba Inu. Is that good?"
"“The fundamentals have not changed,” says the CEO of a vaping company turned crypto treasury company about a market crash in tokens like Shiba Inu. Is that good?"
at least ten years ago they pretended to care about UBI when evangelizing about automation and the techno future
This is very funny because the last thing musk or any of the SV jabronis, for that matter, want is everyone to be wealthy
"There is only basically one way to make everyone wealthy, and that is AI and robotics," Musk says, conveniently replacing the word "me" with the better-testing "everyone."
November 20, 2025 at 8:55 AM
at least ten years ago they pretended to care about UBI when evangelizing about automation and the techno future
Weekend mode in Geneva and a couple of people on the train platform enjoying a joint, before the train arrives.
Don’t let anyone tell you this place isn’t chill
Don’t let anyone tell you this place isn’t chill
November 14, 2025 at 3:41 PM
Weekend mode in Geneva and a couple of people on the train platform enjoying a joint, before the train arrives.
Don’t let anyone tell you this place isn’t chill
Don’t let anyone tell you this place isn’t chill
Wonder how differently the BBC would be reporting on the release of the Epstein email cache were it not for the crisis created by the allegations of bias and the Trump legal threats
November 13, 2025 at 7:06 AM
Wonder how differently the BBC would be reporting on the release of the Epstein email cache were it not for the crisis created by the allegations of bias and the Trump legal threats
here’s the very low tech horse drawn cart, making its way around my🇨🇭village this morning to collect discarded oversized objects
November 6, 2025 at 8:39 AM
here’s the very low tech horse drawn cart, making its way around my🇨🇭village this morning to collect discarded oversized objects
Bloomberg sends push notifications for everything (including Taylor Swift’s engagement)
This morning when I woke (European time) literally nothing. No flash announcing Mamdani’s win. Had to open Bluesky to get an idea of the magnitude of his win
This morning when I woke (European time) literally nothing. No flash announcing Mamdani’s win. Had to open Bluesky to get an idea of the magnitude of his win
November 5, 2025 at 9:47 AM
Bloomberg sends push notifications for everything (including Taylor Swift’s engagement)
This morning when I woke (European time) literally nothing. No flash announcing Mamdani’s win. Had to open Bluesky to get an idea of the magnitude of his win
This morning when I woke (European time) literally nothing. No flash announcing Mamdani’s win. Had to open Bluesky to get an idea of the magnitude of his win
One more thought- it’s incredibly funny to this european bystander to observe the outright panic that some so-called moderate democrats feel at the prospect of a Mamdani win. The panic on the part of the billionaire class is the cherry on the cake
November 4, 2025 at 11:31 AM
One more thought- it’s incredibly funny to this european bystander to observe the outright panic that some so-called moderate democrats feel at the prospect of a Mamdani win. The panic on the part of the billionaire class is the cherry on the cake
Trump endorsing Cuomo probably helps Mamdani on the margin.
Put differently, the voter segment that was leaning towards Mamdani and is now going to switch to Cuomo based on Trump’s endorsement is probably nonexistent
Put differently, the voter segment that was leaning towards Mamdani and is now going to switch to Cuomo based on Trump’s endorsement is probably nonexistent
November 4, 2025 at 11:27 AM
Trump endorsing Cuomo probably helps Mamdani on the margin.
Put differently, the voter segment that was leaning towards Mamdani and is now going to switch to Cuomo based on Trump’s endorsement is probably nonexistent
Put differently, the voter segment that was leaning towards Mamdani and is now going to switch to Cuomo based on Trump’s endorsement is probably nonexistent
Reposted by GenevaGirl
15-20% of the $500bn global convert bond is now AI-linked, up from 5% in 2023.
October 27, 2025 at 5:14 PM
15-20% of the $500bn global convert bond is now AI-linked, up from 5% in 2023.
In keeping with today’s Argentina theme, friends back from BA with a Costco-sized box of Alfajores.
Argentine health ministry overkill with the warnings
Argentine health ministry overkill with the warnings
October 27, 2025 at 4:22 PM
In keeping with today’s Argentina theme, friends back from BA with a Costco-sized box of Alfajores.
Argentine health ministry overkill with the warnings
Argentine health ministry overkill with the warnings
Reposted by GenevaGirl
Generational image for this app.
October 24, 2025 at 3:38 PM
Generational image for this app.
from Jonah Weiner at the always excellent anti-fashion fashion ‘sletter Blackbird Spyplane on why he makes his birthday cards by hand. Because doing things is fun, and why would you ever want to automate that pleasure with AI. substack.com/@blackbirdsp...
Blackbird Spyplane (@blackbirdspyplane)
Actually making things is fun
substack.com
October 21, 2025 at 8:07 PM
from Jonah Weiner at the always excellent anti-fashion fashion ‘sletter Blackbird Spyplane on why he makes his birthday cards by hand. Because doing things is fun, and why would you ever want to automate that pleasure with AI. substack.com/@blackbirdsp...
Reminds me of this gem on.ft.com/3KYTz0s
October 21, 2025 at 4:40 PM
Reminds me of this gem on.ft.com/3KYTz0s
Chinese regulators showing a greater understanding of the issues at stake (who has the right of coinage?) than the Trump admin on.ft.com/4hoxu7K
Chinese tech giants pause stablecoin plans after Beijing steps in
Regulators raise concerns about the rise of privately controlled currencies
on.ft.com
October 19, 2025 at 8:08 AM
Chinese regulators showing a greater understanding of the issues at stake (who has the right of coinage?) than the Trump admin on.ft.com/4hoxu7K
Reposted by GenevaGirl
Both this and the Niskanen posts are great. I prefer this one a touch because it builds off the two books to a question that I'm also often left with - running a brutal economic model should have an end goal that is less brutal but it runs the risk that you lose the dynamism that got you there.
some more comments on Dan Wang's "Breakneck", hopefully getting across how much I liked it backofmind.substack.com/p/fun-in-the...
fun in the mausoleum
directors cuts & bits & pieces
backofmind.substack.com
October 15, 2025 at 12:48 PM
Both this and the Niskanen posts are great. I prefer this one a touch because it builds off the two books to a question that I'm also often left with - running a brutal economic model should have an end goal that is less brutal but it runs the risk that you lose the dynamism that got you there.
It’s as if those Friday Truth Social posts stayed tucked away safely in the drafts folder
Goldman Sachs’ index of non-profitable tech stocks has more than recovered from Friday’s drop
October 13, 2025 at 9:10 PM
It’s as if those Friday Truth Social posts stayed tucked away safely in the drafts folder
The galaxy-brained speculation is that Dimon could announce an Intel investment during the earnings call tomorrow, following in the steps of Nvidia
JPMorgan pledging $10bn to US companies essential to national security. Includes rare earths, defense, robotics, battery storage, electrification
October 13, 2025 at 12:36 PM
The galaxy-brained speculation is that Dimon could announce an Intel investment during the earnings call tomorrow, following in the steps of Nvidia
JPMorgan pledging $10bn to US companies essential to national security. Includes rare earths, defense, robotics, battery storage, electrification
October 13, 2025 at 12:26 PM
JPMorgan pledging $10bn to US companies essential to national security. Includes rare earths, defense, robotics, battery storage, electrification