thebigmike__'s profile picture. dee’s hubby, girl dad | finance and capital markets

Mike

@thebigmike__

dee’s hubby, girl dad | finance and capital markets

Mike сделал(а) репост

The USA invaded Germany, Vietnam, Japan and the Korean peninsula and today these countries are amongst the most developed in the world. The countries you mentioned all have something in common. Want to guess what that is?

LRT… I don’t know why Nigerians are excited. I’m worried. No where has the US invaded that remained the same. Not Iraq, Not Afghanistan, Not Libya, Not Syria. Are they even going to be able to identify terrorists? Or do they just invade the north and level it to the ground?…



Mike сделал(а) репост

Currently in Singapore, all I can say is, if you are a Nigerian! You've sinned and God is punishing you.😭😭


Mike сделал(а) репост

We have our fourth private credit collapse in two months, and this one shows exactly why institutional lenders shouldn't be trusted to verify their own collateral. Bankim Brahmbhatt ran Carriox Capital, a New York telecom financing outfit that convinced BlackRock's HPS…

_Investinq's tweet image. We have our fourth private credit collapse in two months, and this one shows exactly why institutional lenders shouldn't be trusted to verify their own collateral.

Bankim Brahmbhatt ran Carriox Capital, a New York telecom financing outfit that convinced BlackRock's HPS…

Mike сделал(а) репост

I subscribe to several media outlets, but I’d say Bloomberg is the one most worth paying for. In particular, this article explaining how AWS fell behind in AI is something I truly want to revisit again and again. I’ll leave a free link below.

Jukanlosreve's tweet image. I subscribe to several media outlets, but I’d say Bloomberg is the one most worth paying for.

In particular, this article explaining how AWS fell behind in AI is something I truly want to revisit again and again.

I’ll leave a free link below.

Mike сделал(а) репост

Growing up, I always wondered why every rich person was termed “wicked” and “stingy”, as I grew older I understood.

I’ve got this family member who’s always asking me for one thing or the other. A few months back, I decided to end the cycle of constant handouts and gave him a substantial amount not as a loan but as a grant. I mean tens of millions to start a business with the clear agreement…



Mike сделал(а) репост

Actually, obligatory: Two economists are walking in a forest when they come across a pile of shit. The first economist says to the other “I’ll pay you $100 to eat that pile of shit.” The second economist takes the $100 and eats the pile of shit. They continue walking until…

Every dollar spent on food stamps creates $1.50 in economic activity. Only the economically illiterate want to cut food stamps.



Mikkel Damsgaard. What a player


Mike сделал(а) репост

JPMorgan’s new $3 billion HQ in the heart of NYC


Mike сделал(а) репост

I did 3 rounds of interviews with BW. It was … an “experience” 1. Dinner -> seemed normal enough… I had no idea what to expect. Was at the top restaurant in Cambridge… anything we wanted. As a starving MBA, was a highlight. Invited to a debate after. 2. 8 person debate.…

Working at Bridgewater sounds like a nightmare tbh



Mike сделал(а) репост

Spiro is not an example of a traditional VC play in Africa. It is closer to the OPay 'brute force' playbook. They might say their competition is gas bikes, but it's been known for a while that they're crushing the competition. How? They were literally built differently: Spiro…


Mike сделал(а) репост

Investors are finally hearing the warning signs.... "Investors Pull Cash From CLO ETFs in Biggest Outflow Since April" "...ETFs of collateralized loan obligations experienced an outflow of about $516 million last week, marking the first investor exodus in about six months,…

kshaughnessy2's tweet image. Investors are finally hearing the warning signs....

"Investors Pull Cash From CLO ETFs in Biggest Outflow Since April"

"...ETFs of collateralized loan obligations experienced an outflow of about $516 million last week, marking the first investor exodus in about six months,…
kshaughnessy2's tweet image. Investors are finally hearing the warning signs....

"Investors Pull Cash From CLO ETFs in Biggest Outflow Since April"

"...ETFs of collateralized loan obligations experienced an outflow of about $516 million last week, marking the first investor exodus in about six months,…

Mike сделал(а) репост

World Bank warns of “cosmetic management” of African economies. Behind the façade of growth lies a Eurobond crisis. Borrowing costs up 39%, maturities down 18%, yet nations keep rolling over costly debt, especially Kenya (9.95%), Gabon (12.7%). A refinancing storm looms by 2027.

MihrThakar's tweet image. World Bank warns of “cosmetic management” of African economies. Behind the façade of growth lies a Eurobond crisis. Borrowing costs up 39%, maturities down 18%, yet nations keep rolling over costly debt, especially Kenya (9.95%), Gabon (12.7%).
A refinancing storm looms by 2027.
MihrThakar's tweet image. World Bank warns of “cosmetic management” of African economies. Behind the façade of growth lies a Eurobond crisis. Borrowing costs up 39%, maturities down 18%, yet nations keep rolling over costly debt, especially Kenya (9.95%), Gabon (12.7%).
A refinancing storm looms by 2027.
MihrThakar's tweet image. World Bank warns of “cosmetic management” of African economies. Behind the façade of growth lies a Eurobond crisis. Borrowing costs up 39%, maturities down 18%, yet nations keep rolling over costly debt, especially Kenya (9.95%), Gabon (12.7%).
A refinancing storm looms by 2027.
MihrThakar's tweet image. World Bank warns of “cosmetic management” of African economies. Behind the façade of growth lies a Eurobond crisis. Borrowing costs up 39%, maturities down 18%, yet nations keep rolling over costly debt, especially Kenya (9.95%), Gabon (12.7%).
A refinancing storm looms by 2027.

Mike сделал(а) репост

as i've pointed out to friends when discussing Margin Call, if someone like the CEO of Goldman Sachs tells you he is not that bright, didn't get there by brains, etc. HE IS LYING TO YOU.

It’s not that the bosses are lower IQ, it’s that high-IQ/low-EQ experts need to be reminded how to communicate with individuals who don’t have their background They literally have reduced theory of mind and will assume everyone knows what they know unless told otherwise

ZyMazza's tweet image. It’s not that the bosses are lower IQ, it’s that high-IQ/low-EQ experts need to be reminded how to communicate with individuals who don’t have their background

They literally have reduced theory of mind and will assume everyone knows what they know unless told otherwise


Mike сделал(а) репост

It’s not that the bosses are lower IQ, it’s that high-IQ/low-EQ experts need to be reminded how to communicate with individuals who don’t have their background They literally have reduced theory of mind and will assume everyone knows what they know unless told otherwise

ZyMazza's tweet image. It’s not that the bosses are lower IQ, it’s that high-IQ/low-EQ experts need to be reminded how to communicate with individuals who don’t have their background

They literally have reduced theory of mind and will assume everyone knows what they know unless told otherwise

High IQ experts work for mid IQ generalists. What means?



Mike сделал(а) репост

In Margin Call, every escalation up a layer is to a simpler mind. "Please, speak as you might, to a young child. Or a golden retriever." youtu.be/fij_ixfjiZE?si…

jdh's tweet card. Margin Call 2011 Senior Partners Emergency Meeting HD 1080p

youtube.com

YouTube

Margin Call 2011 Senior Partners Emergency Meeting HD 1080p


Mike сделал(а) репост

Weekend reading: A Primer on the Impact of AI on the GDP Statistics GS

AmniRusli's tweet image. Weekend reading: A Primer on the Impact of AI on the GDP Statistics GS
AmniRusli's tweet image. Weekend reading: A Primer on the Impact of AI on the GDP Statistics GS
AmniRusli's tweet image. Weekend reading: A Primer on the Impact of AI on the GDP Statistics GS

Mike сделал(а) репост

The exposure of the world to US equities is at record levels. A stock market correction would have more severe and global consequences as compared to what followed the dot-com crash. The tariff wars and lack of fiscal space compounds the problem. The underlying problem is not…

GitaGopinath's tweet image. The exposure of the world to US equities is at record levels. A stock market correction would have more severe and global consequences as compared to what followed the dot-com crash. The tariff wars and lack of fiscal space compounds the problem. The underlying problem is not…

Mike сделал(а) репост

The biggest OGs in naij finance have incredible txns on their CVs - the guys that did Lekki-Epe, all the early MTN txns. Boys today will do 10 years and realise all they did was commercial paper issuances, omo 🙂‍↔️


Mike сделал(а) репост

Everyone under 30 is prematurely old (worried about savings, career, FIRE). Everyone over 50 is desperately young (Burning Man, psychedelics). My theory: Information abundance aged the young by showing them all future problems all at once. Information abundance also made the…

this is 59. 🤍

halleberry's tweet image. this is 59. 🤍


Loading...

Something went wrong.


Something went wrong.