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gianluca c 🏴‍☠️ @gianlucac1
, 4 tweets, 2 min read Read on Twitter
ON REDENOMINATION RISK: 3d
1) people look at redenomination risk as the difference between the 2 CDS (picture). CDS restructuring+redenomination MINUS CDS with redenomination only
BUT.......
@carloalberto @Phastidio @OGiannino
2) it is only a market price. Nothing else.
3) There are limitations infact
a) redenomination can come a la Brexit (political decision), no matter the fiscal stance
b) it can be a non desired outcome of a fuscal stance

Therefore......
4) untangling fiscal and redenomination risk is very difficult as those 2 risks are not independent

5) infact redenomination risk cannot be (and necer was) zero no matter the fiscal stance.

Regards
CORRECTION: tweet 1 is CDS restructuring + redenomination MINUS CDS Restructuring only

OBVIOUSLY
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Allora mentre torno a Milano leggo cose di una gravità assoluta e taggo il mio fratello di numeri @ThManfredi e i compari @micheleboldrin @DeShindig

1) schedati i componenti del consiglio superiore della sanità. SCHEDATI????

2) Porti nn sono chiusi

Segue....
3) reddito di cittadinanza finché non finiscono i soldi. Poi immagino che con recessione date le clausole automatiche di taglio di spesa te li chiedono indietro?

4) Fornero è finestra?Beh sulla base dei criteri oggettivi sarebbe incostituzionale. A parità di quota 100, 1 si 1 no
5) qualcuno anche intelligente mi dice. Se rimborsano azionisti venete vanno in procedura ma deal con intesa nn salta. Su questo ci sentiamo mercoledì. Ma chi dice questa cosa non ha studiato.
@DeShindig
@micheleboldrin @ThManfredi
Read 3 tweets
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SMASCHERIAMO STO GIOCHINO: QUOTA 100-Moodys 3d

La faccenda "quota 100" della quale ho trattato qui

oggi viene rilanciata dal @sole24ore in un articolo dhe dice che la riforma della Fornero si trasformerebbe in una mera "finestra" nel 2019
limitata quindi a 400k uscite, con un costo perpetuo stimato da noi a circa 8.8bn contro i 6.7bn del Governo.
Lo stop alla riforma sarebbe quindi parte di uno di quegli stabilizzatori automatici che il Governo metterebbe in essere se il deficit 2019 fosse piu' alto delle stime.
ORA I CASI SONO 2
1) Moodys' sa cose che non sappiamo e quindiNadef e DBP son falsi, to say the least
2) Moodys' sbaglia

IN OGNI CASO CI SAREMMO ANCHE ROTTI I COGLIONI DI UN GIOCHINO DOVE GIORGETTI E TRIA FANNO I GOOD COPS SPARANDO VELINE AI GIORNALI E ORA ANCHE A MOODYS
Read 8 tweets
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Problema Savona-euklid. 3d
1) Pep. appartenenza al board di fondi o advisory company dei fondi.
Una persona che sia Politically exposed (Pep) non puo stare nel board di un fondo o di una advisory company che fa trading su assets che possono essere influenzate dalla sua attivita
Tanto e vero che Savona si e dimesso da advisory co.
Era ed e' per caso nel board del fondo? E se si, si e dimesso???
Apprendiamo che e rimasto azionista dell'advisory company del fondo, che normalmente fa attivita di ricerca per il fondo stesso.
E' opportuno???
Domando se sia opportuno perche il fondo dice di tradare su titoli che possono essere influenzati da decisioni del governo italiano (tit generali atlantia eni)
Read 7 tweets

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Here's a thread of my most retweeted tweets of 2018 (including one that made several people burst into tears in public)…
The difference between boys and girls…
When scientists say that, on average, men and women differ on trait X, this is what they mean (see image).

Thus the fact that you know people who are more X than most men/women is not inconsistent with the scientists' claim.
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So, I've waded through the Evangelical Alliance's new pastoral "guidelines" for interacting with trans people (ughh, the things I do to expose #transphobic #ciswits to the world), and let's just say it's time to tear this particular sh*t-bag a new hole.

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Sempena Hari Hemofilia Sedunia (17 April), I want to share on

[LIFE AS HEMOPHILIACS]

(Sori smlm tak sempat. Ada meeting)

The photo below is me when I was 22 years old
Ada internal bleeding dalam perut secara spontan. Tap impact dia mmg hardcore.

I almost lost my life back then. I collapse and luckily my friends come to the rescue.

In fact, ni bukan skali je jadi benda camni. Banyak lagi. Tapi ni salah satunya
Let's start from the beginning.

Masa kecik2 dulu, before skolah rendah, dari 12 bulan tu, I can only walk around 4-5 bulan je.

7-8 bulan tu baring. sebab kaki bengkak dan lain2 injury

So dari kecik, asik belaja jalan je. banyak kali. and jalan pun tak betul
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Alright, about this table. As I understand it, it wasn’t just a table, it was also the chairs and a hutch. All of which were custom built and made of hardwood.
First, I’m not defending Ben Carson flouting a $5000 max purchase rule, or government spending lavishly. I’m a conservative. If it were up to me all government buildings would be bare concrete blocks, and employees would wear burlap clothes and be fed community gruel.
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Let's talk lootboxes, and how annoying it is to watch AAA publishers fuck them up from the perspective of someone who has to design to them. (1)
I've been working in Free-to-Play games for 4 years, and loot boxes are pretty crucial to that business model working. But it *is* possible to do them ethically, and they are super easy to fuck up. (2)
The number one mistake that I've seen in F2P games is devs who don't understand that NOT SPENDING IS NORMAL PLAY. Most of your customers will NEVER give you a dime.
(3)
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Trending hashtags

#ciswit #CarCulture #bikeshare #bikeNOLA #NASS #bodily #TransRational #tit #KidsDeserveIt #peerreview #ChangingTheNarrative #never #carbonbudget #trans #ish #HappyLaborDay #WordsMatter #Ciswits #PaulMcCartney #Restructuring #MerryXmas #equity #Exvangelical #Muslim #young

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