Juhani Savonen

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Juhani Savonen

Juhani Savonen

@JSavonen1

Quant Power Trader, @Hanken_fi & @kieluni alumn interested in quant strategies, politics, global markets. Tweeting: 🇫🇮🇸🇪🇩🇪🇬🇧

Switzerland Присоединился Temmuz 2015
1.8K Подписки1.5K Подписчики
Juhani Savonen
Juhani Savonen@JSavonen1·
@lassecorin @SarasvuoJari Euroopan korkomarkkkna ei ole hinnoitellut riskiä pitkään aikaan. Markkina olettaa, että Saksa maksaa kaikkien velat itse tai Eurobondeilla. Rahoituskriisit eivät tule hinnoitelluiksi valuuttaunioneissa.
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Lasse Corin
Lasse Corin@lassecorin·
@SarasvuoJari Kiitos selvennyksestä! Ajattelin itsen heti korkosijoittajia, jotka ostavat valtion velkaa. Siellä ei vielä näy mitään suurempaa hämminkiä.
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Jari Sarasvuo
Jari Sarasvuo@SarasvuoJari·
Nyky-Suomi ei selviä sillastaan. Maa kuhisee valepainiotteella kamppailevia näennäispainijoita. Onneksi Suomen rahoittajat ovat ymmärtäneet yskän. Irtiotto on meneillään.
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CR Sanchez
CR Sanchez@crsanchezx·
Soy europeo. Hace 16 años, las economías de la UE y EE.UU. estaban prácticamente a la par. Hoy, la economía de EE.UU. es un 50% mayor que la de toda la UE junta. Esta es la cruda realidad detrás del suicidio económico que está sufriendo Europa 🧵:
CR Sanchez tweet mediaCR Sanchez tweet media
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Juhani Savonen
Juhani Savonen@JSavonen1·
@Choyoba1 @vontuchman absoluuttisilla määrillä ei väliä vaan määrien derivaatalla. Matemaattinen mallinukseni näkee pohjan.
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Juhani Savonen
Juhani Savonen@JSavonen1·
#BTC #Markets #Crypto The onchain bear cycle has ended in BTC markets. I expect solid upside by the end of year and from here onwards. Market can still stay shaky.
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Juhani Savonen
Juhani Savonen@JSavonen1·
@Choyoba1 @vontuchman Blockchain on sitä arvokkaampi mitä enemmän käyttäjiä. Käyttäjien määrä tekee transaktiosysteemistä arvokkaamman. Sama kuin Windowsin käyttäjien määrä nostaa Microsoftin hintaa.
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Juhani Savonen
Juhani Savonen@JSavonen1·
@vontuchman Toi on estimaatti jota filtteroitu. Signaalin keskimääräinen suunta varsin selkeä
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Pekka
Pekka@vontuchman·
@JSavonen1 Tänks. Onko lohkoketjun aktiviteetti tosiaan muuttunut noin tasaisesti?
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Juhani Savonen
Juhani Savonen@JSavonen1·
@vontuchman Kvanttimalli joka laskee lohkoketjun aktiviteetistä suuntaa bitcoin-osakkeille ja bitcoinille. Lohkoketjun arvo ei bitcoinin arvon pitäisi laskea sen käytön laskiessa. Tällä hetkellä aktiviteetti on nousussa ja saavuttanut pohjat.
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Pekka
Pekka@vontuchman·
@JSavonen1 Avaisitko vähän?
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Juhani Savonen
Juhani Savonen@JSavonen1·
@MPelletierCIO Do you know even what dated Brent is? It is the physical spot price. You do not think that supply can improve for the June or May contracts if the situation stabilizes.
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Juhani Savonen
Juhani Savonen@JSavonen1·
@ElMapaInversor @robin_j_brooks Do you understand difference between monthly futures and physical spot market? Current Brent contract is for June or May. Especially in case of June, market can stabilize a lot.
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El Mapa del Inversor 🗺️
El Mapa del Inversor 🗺️@ElMapaInversor·
Confusing a violent paper liquidation with the sudden resolution of a physical supply deficit is a fundamental misread of market mechanics, Robin. A $20 intraday drop isn't caused by millions of new real-world barrels magically hitting the market; it's driven by margin calls, forced liquidations, and the paper market choking on its own leverage. Using short-term derivative volatility to dismiss a structural, real-world energy shortage completely ignores the difference between fiat paper pricing and physical reality. The shortage didn't disappear; paper speculators just got liquidated.
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Robin Brooks
Robin Brooks@robin_j_brooks·
Most oil "experts" are industry shills. They told us that Dated Brent can't fall because the physical shortage is too great. Well, Dated Brent fell $20 in one day on Friday. The stuff from these guys is just scare-mongering. Same as in 2022 after Ukraine. robinjbrooks.substack.com/p/this-week-is…
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Juhani Savonen
Juhani Savonen@JSavonen1·
@akarlin @VeryCoolNigga It is about trust and institutions those are 10x better than in Germany and France. Local goverments compete for tax money making it harder to waste resources.
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Anatoly Karlin 🧲💯
@VeryCoolNigga From some of the rhetoric you would think that it's a country that makes its money from stashing the ill-gotten gains of the world's oligarchs and dictators.
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Anatoly Karlin 🧲💯
The idea that Switzerland is rich as a result of being a tax haven is very low-info. It's a comprehensively impressive country with very high human capital and pro-growth institutions.
Benoit Dubosson@beniduboss

I am so tired of the “Switzerland is just evil bankers hiding elite money” narrative Banking is only about 5% of Swiss GDP Pharma is bigger, at 5.8%, fyi we account for 10.5% of global pharmaceutical exports Manufacturing is around 24% We also rank #1 in innovation world wide Oh and we also have the only real democracy in the world The issue is that the foreigners view of Switzerland and its economy is plagued by it’s image… No sorry but it isn’t just Zurich and Geneva carrying a country of cows and ski chalets where inhabitants produce chocolate and expensive watches Zurich canton, aka the state of Zurich, produces roughly 18% of Swiss GDP with about 18% of the population Geneva produces about 8% of GDP with only 5.9% of the population The reality is that the country is full of small towns with industrial and service bases that employ people locally and sustain entire regions Take Monthey, where I grew up. It’s a city of around 15,000 people, yet it holds one of the largest contiguous chemical site in Europe: 2,000 people on site daily, with names like Ciba, BASF, Huntsman, Sun Chemical, and Syngenta. For Syngenta, largest crop protection producer in the world, Monthey is a globally important production hub That site is also where the world famous Ferrari red pigment was invented That’s the real Switzerland Small places quietly making world-class things, and the system works: My father grew up on a rural farm, couldn’t get a higher education. To give my family a better life he got a job at Syngenta working night shifts as a factory worker. 20y later he still works there, but now he moved up to a coordinator role in charge of a part of manufacturing where he leads a team of 20. There aren’t many places where you can leave school at 14, spend your whole life as an employee, never invest a cent beyond your retirement savings, and still work your way from the lower class into a very comfortable middle-class life 2 months ago, I took the day off to join my dad as he picked up his Porsche Taycan 4S. Sure, it was secondhand and around 120k off sticker, but for someone who grew up waking up at 4:30 to milk cows before school, then back to work again after class, and never had a vacation until he met my mom in his mid-20s, it’s an extraordinary milestone The state covered my healthcare until I was 20, and it quite literally saved my life, I would not be here otherwise Swiss taxpayers spent roughly CHF 18 million keeping me alive, and a big part of what drives me is the desire to repay that debt by becoming a net positive for my country And yes, of course Switzerland made real moral compromises during WWII, but for the love of god consider the situation it was in Judging those choices without looking at a map is deeply unserious: by 1940 Switzerland was effectively surrounded by Axis-controlled territory, so neutrality was a survival strategy under extreme pressure, not some claim to moral purity lol. So yes, the Swiss National Bank bought gold from Nazi Germany. The real question is not whether compromises happened, but if survival ended and complicity began. It’s very easy to moralize about clean choices once the war is over and someone else had to live through the alternatives… If you are going to criticize Switzerland, do it where criticism is deserved Lastly, before calling Switzerland cowardly for neutrality, remember that Pope Julius II founded the Swiss Guard in 1506 because Swiss mercenaries were the best in the world and had a reputation for loyalty and military effectiveness. Five centuries later we are still protecting the Pope btw Next time instead of taking about our big bad banks, talk about: our factories, our labs, our medicines, our engineering, or the diplomacy, the humanitarian work and so on Oh and look at your own countries actions before having the audacity to criticize others…

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Juhani Savonen
Juhani Savonen@JSavonen1·
@akarlin Mostly extreme high-trust society. My neighbours live their shoes outside their doors and those do not disappear over night. The stability is worth tons of gold that cannot be replicated in USA or else where in Europe. Perhaps in Finland pre migration waves of 1980s.
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Juhani Savonen
Juhani Savonen@JSavonen1·
@AndreasSteno I just know that the market liquidity continues to improve and then market has to go up.
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Andreas Steno Larsen
Andreas Steno Larsen@AndreasSteno·
I basically still think the crisis is over
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Juhani Savonen
Juhani Savonen@JSavonen1·
@katleena Suomessa ei pahemmin työpaikkoja. Aika harva Hankenilla opiskellut tuttu on Suomessa töissä.
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Katleena Kortesuo
Katleena Kortesuo@katleena·
Mua mietityttävät ne nuoret opiskelijat ja vastavalmistuneet, jotka muuttavat pois Suomesta korkean verotuksen takia *ennen* kuin vaurastuvat. Jos nuoren tavoitteena on perustaa startup, se on halvempaa tehdä Piilaaksossa tai vaikka Virossa. Nämä maastamuutot eivät näy verotuloissa lainkaan, koska potentiaali ei koskaan ehtinyt realisoitua. Suomen korkeakoulutettujen nettomuutto on miinuksella: menetämme tuhat korkeakoulutettua kansalaista vuodessa ulkomaille.
patriziolaina.bsky.social@PatrizioLaina

Karkasivatko norjasta rikkaat ulkomaille varallisuusveron vuoksi? Noh, vaivaiset 1,7 % kyllä karkasi - eli 98,3 % jäi. Verotuloissa huomattava nousu. Ehkä varallisuusveroa syytä harkita Suomeenkin? #varallisuusvero

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Juhani Savonen
Juhani Savonen@JSavonen1·
@D4b1d4b aren't the French-speaking cantons like France? I heard that kind of stories in Central Switzerland.
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Juhani Savonen
Juhani Savonen@JSavonen1·
@JarmoFriman Halvalla saanut viime viikot, kun retail myynyt edullisesti sama muissa kryptoissa.
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jarmo friman
jarmo friman@JarmoFriman·
MSTR +14%. Saylor seilaa tykimmin. 🦍💪🦍💪
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Javier Blas
Javier Blas@JavierBlas·
For Europe, the energy “crisis” in natural gas and electricity is, essentially, over. Sure, it can re-start if the ceasefire collapses, and Iran were to attack Qatar. But as now, it’s gone. And, let’s be clear, it was never a threat to start with as 2022 was. Key for ECB/BoE.
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Tuomas Tuominen
Tuomas Tuominen@iamtuomaa·
"Strategy ei saa rahoitusta jos Bitcoin ei nouse" $BTC -50% $MSTR: +150k BTC lisää Onko siis tässä vaiheessa teesi vai markkina väärässä? Kaverin puolesta kyselen 👀
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