Pieran
pieran.bsky.social
Pieran
@pieran.bsky.social
Fund Manager - Global Equities (L & L/S). Posts should not be considered investment advice.
Eurozone inflation remained at 2.2 per cent in April, surpassing expectations
May 2, 2025 at 9:59 AM
UK house prices registered the biggest decline in almost two years in April after a tax break for buyers expired and consumer confidence tumbled in response to US tariffs
April 30, 2025 at 8:08 AM
Trump Trariffs are more than doubling some Temu prices

Source: Bloomberg
April 28, 2025 at 9:25 AM
The Ethereum to Bitcoin ratio has dropped to 0.02. The lowest since 2020.
March 31, 2025 at 7:44 PM
DeepSeek flags a cost profit margin of 545% based off a theoretical income;

github.com/deepseek-ai/...
March 2, 2025 at 1:14 AM
The Interest Expense on US National Debt rose to a record $1.12 trillion last year, an increase of 117% over the prior 4 years. The US Government now spends more money on interest than it does on National Defense. Source: Charlie Bilello.
February 3, 2025 at 8:45 PM
16 of the top 20 fiat-backed stablecoins have “USD” in their name. Rather than eroding the dollar’s relevance, blockchain is amplifying it.

Source: Pantera, rwa.xyz
#Bitcoin, #Crypto
January 13, 2025 at 6:07 PM
Healthcare Sector relative to S&P
January 13, 2025 at 2:39 PM
Reshoring: New Semiconductor Fabs Starting Construction in 2025 by Region
January 8, 2025 at 3:19 PM
In 2022, Gaming was Nvidia’s largest source of sales. Today, data center is expected to exceed $110B.
January 7, 2025 at 9:08 AM
2024 Hedge Fund Returns:
January 3, 2025 at 10:06 AM
Yuan breached the milestone of 7.3 per dollar for the first time since late 2023, amid concerns over China’s economic struggles and a widening bond yield discount to the US. This move came even as the central bank maintained its support for the currency with its daily reference rate on Friday.
January 3, 2025 at 10:00 AM