MI SONO ROTTO: THREAD

Stamattina la mortalita' covid19
1) #hastato le RSA
2) gli epi non la hanno capito
3) ma alcuni furbi si

IO SONO STANCO

Lo studio qui standardizza l'effetto RSA su IFR
medrxiv.org/content/10.110…
Non e' che siccome non sapete un cazzo, epi non hanno visto
1/n
semplicemente non sapete un cazzo

Dopodiche:

1) son studi osservazionali. valgono quello che valgono
2) le comorbidita' sono in certe popolazioni talmente "ecologiche" che IFR puo salire di brutto

Basta cazzate per favore

fin
@ThManfredi @CrossWordsCW @mtizzoni
BONUS TWEET: Prima di commentare leggere lo studio e scoprire se anche nel pur pregevole scritto nn vi sia Heckman issue

cc @ThManfredi

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More from @gianlucac1

Mar 11, 2023
WHAT IS GOING ON IN THE USA (EU next) BANKING SYSTEM. 3d

as most of you know, SVB failed. It is the second biggest banking failure in the USA since 2008

Since rumors spread on thursday 9 of March, the stock tanked.

1/n
the FDIC stepped in on Friday 10th. Full resolution. No bail out. Bail in actually.

see my tweet

that is IMHO the only way to preserve the banking system, isolate the risk "vertically", do not create domino

Basically isolating the shit from the fan
2/n
ofcourse there are effects. and big also. 97.3% of $175bn deposits are above the guarantee threshold of $250K



Hence those depositors would have to wait the result of SVB asset sale to get some money back
3/n
Read 27 tweets
Mar 9, 2023
L'ITALIA VISTA DAI TEDESCHI 3d

Gli abbiamo detto che con Draghi avremmo risanato il bilancio

ITA DEFICIT/GDP 2022: 8%
GER DEFICIT/GDP 2022: 2.6%

ITA Debt /GDP 2022: 144.7 (pre covid 134.1%)
GER Debt/GDP 2022: 68.6% (pre covid 58.9%)

1/3
Invece con Visco gli abbiam detto che l'inflazione era temporanea non bisognava alzare i tassi e soprattutto gli altri dovevano stare zitti. Qui un 3d con la ricostruzione anche temporale delle cose miserabili dette da Visco. Incompetente totale

2/3
Ora....

non e' che i tedeschi siano falchi, o cattivi, o vampiri

siamo noi che siamo miseri....cialtroni...chiagn'efotte

vorrei proprio vedere quanti di voi farebbero un qualsiasi business con gente cosi'

che manco dice "ho sbagliato".
Anzi.
Insiste

3/3

@ThManfredi
Read 5 tweets
Mar 8, 2023
Otto Ottave
Rachelle Ferrell

gente che la sa

Jonathan Butler

Altra Gente che la sa

Wojtek Pilichowski

"wojtek doing wojtek"

Read 9 tweets
Mar 8, 2023
TODAY:
ECB'S VISCO: I DON'T APPRECIATE REMARKS BY COLLEAGUES ON FUTURE HIKES

Really?? How about those

FEBRUARY 25
*ECB'S VISCO: HAVE TO BE CAREFUL ON RATE HIKES

FEBRUARY 11
*ECB VISCO: TIGHTENING STOPS SECOND-ROUND EFFECTS

1/n
JANUARY 23
*ECB VISCO: NO NEED TO ERR ON SIDE OF TIGHTENING AT THE MOMENT
*ECB VISCO: POLICY NORMALISATION MUST CONTINUE AT GRADUAL PACE

NOVEMBER 16, 2022
*ECB VISCO: REASONS FOR LESS AGGRESSIVE ECB APPROACH GAINING GROUND

2/n
NOVEMBER 3, 2022
*ECB'S VISCO: RATE HIKES SHOULD BE `GRADUAL, CONTINUOUS'

3/n
Read 5 tweets

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