Gianluca c1 bis (@gianlucac1bis)

CBK/UCG out of my experience in event driven making an offer during a war, or a government crisis, or other situations like those, rarely ends well The german government wasnt already positively inclined to UCG. we will see if the situation has improved after the offer 1/3 <span class="quote-...

first you insult and corner zelensky then you meet Putin in alaska and put the picture with him in the WH then you alienate you historic allies with tariffs and absurd insults on their supposed decline in between you do shit to your electorate by just caring 1/n...

Federal Open Mess Contradictions 3d uff...the worts FOMC i have ever seen in terms of decisions, communications, consequences my takes 1) JP said the cut was "risk management exercise". But in the Q&amp;A he said that for what concerns future meetings 1/n...

Why i think Powell might be wrong 3d Powell was substantially dovish today My basic reading of Powell is: 1)Tariff inflation is most likely temporary 2) employment numbers are low (15-20K) so risk is shifting 3) we are going to adjust mon pol accordingly 1/n...

AI are we in a bubble?? yeah you bet 3d Let me do some reverse engineering Investment of hyperscalers only: lets say 400bn What is the P&amp;L to have an unlevered 15% IRR?? (and im prudent i just say 15%) so 60bn net ok lets work it 1/n...

When Potus says things like the below, i think the market should stop worrying about what happens if Fed independence is undermined. The market should just react, coz Fed indipendence is gone I guess bond vigilantes are not reacting as they think Scotus is going to stop it 1/n ...

ON ANNOUNCED USA TARIFFS: ISOLATION IS KEY (but it is not what you think ). 3d MY TAKE: the biggest technical bullshit i have ever seen in my life The suicidal method for calculating reciprocal tariffs by the "crack team" are explained here 1/n <a target="_blank" href="https://ustr.gov/issue-...

THE US CRYPTO STRATEGIC RESERVE3d Lets talk about the biggest scam i have seen in 35 years of professional investing as you know yesterday Trump announced the following 1/n ...

Praticamente zelensky 1)Dopo essere stato chiamato dittatore 2)invasore della Russia e iniziative della la guerra 3) avergli detto sull'uscio che era "dressed up" e poi che non aveva un vestito 4) che non ha "carte" 5) aver subito minacce mafiose in mondovisione di vario tipo 1/3...