Observations, not advice 🇺🇸 🇪🇺

“Greeks invented Alpha, they should be generating it too” -ΑΨ 2025 ΜΧ
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Yiannis Patrikakis retweeted
BREAKING: US oil prices crash below $93/barrel as markets react to the Midterm Election results. Oil prices are now down -12% over the last 4 days.
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Yiannis Patrikakis retweeted
BILL ACKMAN: STOCK MARKET IS "BROKEN" BY SPECULATIVE TRADING Pershing Square founder Bill Ackman warns that excessive leverage and speculation are driving irrational stock-price swings. Ackman compared today's trading environment to casino-style markets, criticizing leveraged products and perpetual futures. However, he said the volatility has created buying opportunities for Pershing Square, including Microsoft, Amazon and Alphabet. He also praised Visa and Mastercard as two of the world's greatest businesses and highlighted Netflix as a portfolio holding.
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Yiannis Patrikakis retweeted
Dems will get 55 Senate seats and 250+ House seats. Looking at the Senate map and considering such a massive House margin, it is very unlikely Republicans will recapture the Congress in 2028. Might not have a shot at Senate control until 2032.
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Yiannis Patrikakis retweeted
Love is an act of rebellion. Especially now. @RobertGreene on the Huberman Lab podcast out now.
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Yiannis Patrikakis retweeted
Jensen Huang: "People with really high expectations have very low resilience." "I think one of my great advantages is that I have very low expectations. And I mean that. Most of the Stanford graduates have very high expectations. And you deserve to have high expectations because you came from a great school. You were very successful. You're top of your class. Obviously, you were able to pay for tuition. And then you're graduating from one of the finest institutions on the planet. You're surrounded by other kids that are just incredible. You naturally have very high expectations. People with very high expectations have very low resilience. And unfortunately, resilience matters in success. I don't know how to teach it to you except for I hope suffering happens to you. And I was fortunate that I grew up with my parents providing a condition for us to be successful on the one hand, but there were plenty of opportunities for setbacks and suffering. And to this day, I use the phrase pain and suffering inside our company with great glee. And I mean that. Boy, this is going to cause a lot of pain and suffering. And I mean that in a happy way, because you want to train, you want to refine the character of your company. You want greatness out of them. And greatness is not intelligence. Greatness comes from character, and character isn't formed out of smart people. It's formed out of people who suffered. And so if I could wish upon you, I don't know how to do it. For all of you Stanford students, I wish upon you ample doses of pain and suffering."
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Και ο κοινοβουλευτικός εκπρόσωπος της ΝΔ Σιμόπουλος κατά του άρθρου 23. Η υγιής ΝΔ να βυθίσει τον αλαζονικό Πιερρακάκη.
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Yiannis Patrikakis retweeted
+Citadel, Millennium and a few more
Major Hedge Funds Mostly Lose in ‘Nowhere to Hide’ October
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ντρέπομαι για την χώρα μου σουρεαλιστική μπανανία - προσπαθούν να ξεπλύνουν σήμερα το άρθρο 23 του Πιερρακάκη τα ΜΜΕ
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Yiannis Patrikakis retweeted
Major Hedge Funds Mostly Lose in ‘Nowhere to Hide’ October
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USD zone
REUTERS POLL: DOLLAR STRENGTH EXPECTED AS EURO FORECASTS CUT Reuters FX strategists lowered their near-term euro forecasts, signaling expectations for a stronger US dollar. EUR/USD forecasts: 🔸 3 months: $1.13, down from $1.15 🔸 6 months: $1.14, down from $1.15 🔸 12 months: $1.16, unchanged Meanwhile, 17 of 30 strategists believe the dollar is more likely to outperform expectations over the next three months.
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Στο 9ο Athens Investment Forum μιλήσαμε για το μέλλον της ελληνικής οικονομίας και τις νέες επενδυτικές ευκαιρίες. Με το Invest Ahead δημιουργούμε έναν επενδυτικό οδικό χάρτη για την επόμενη δεκαετία, η οποία πρέπει να γίνει η δεκαετία της δημιουργίας και των μεγάλων ευκαιριών.
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Yiannis Patrikakis retweeted
Data center construction spending +90.3% y/y in September
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Yiannis Patrikakis retweeted
💸 Anthropic’s computing bill is nearly $900 billion, about 7x the cash it holds. ⏳ About $70 billion of it comes due within a year. 📉 Its first operating profit lasted one quarter, flipping to a loss as it paid up for short-term computing. 🏗️ $AVGO and $GOOGL top the list of its suppliers, with deals of about $161 billion and $121 billion. 🚩 Up to 7% of its revenue came from rule-breaking customers, and a crackdown could slow growth.
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Μετά από 36 δις ταμείου ανάκαμψης η Ελλάδα κατάφερε να μην φτιάξει θεσμούς.
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Yiannis Patrikakis retweeted
It’s extraordinary that Greece managed to become an attractive destination for global capital. But that was easy: offering a growing menu of incentives on a silver platter. Now comes the hard part: making sure this does not completely price out and destroy life for actual Greeks.
Greece has spent years offering incentives to wealthy foreigners. Now its ambition is for them to put down roots by bringing their families and businesses and forming new communities: ft.trib.al/888Zwqs
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Yiannis Patrikakis retweeted
Enormous exports from China into Europe now -- chemical trade by weight
FT: "China has nearly doubled its chemicals capacity in some areas in just five years and now accounts for about half of global output of certain products, putting pressure on foreign rivals and threatening to open up a new front in its trade war." ft.com/content/2962ad57-cee1… via @ft
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