JohannesBorgen, Discover and Read the Best of Twitter Threads by @jeuasommenulle

JohannesBorgen

jeuasommenulle

Who wants another thread about the absurdity of risk management in the financial sector? (The crowd goes wild, it’s #RiskManagementMonth #Archegos) There is a crucial concept in risk management: a

We finally have the total cost of the Archegos disaster for Credit Suisse: 4.4bn CHF.There is one question I get A LOT: how is it possible that Credit Suisse took

I hope 25% won’t immediately unfollow me! But, hey, physics is beautiful, and history is fun, so let's start......with the history of light as a physical concept, because a very

Last Friday, Macron floated the idea of a new general lockdown in France. Ouch. And because I’m fed up with reading so much garbage and contradictory stuff on Covid, I

Since I made this thread I get asked often: "what should we do?". (Lockdown? Close schools? Protect the elderly? Nothing?) Usually, there's a strong political or moral angle to the

European Banks still need to book 220bn€ in loan losses for the Covid crisis. (Disclaimer: this is just my estimate, I could be totally wrong, read what follows at your

I am still trying to make sense of the #FinCEN files & believe me it’s not easy. Yesterday I tweeted abt some specific stories I could find, & so far

It’s hard to keep up with the #FinCEN files, so here’s an attempt to summarize the main articles published in Europe and the US. On HSBC we hear of a

A few thoughts on the ECB Financial Stability Review and their analysis on banks' asset quality (while we wait for the "desktop" stress test.) There are quite a few interesting

HUGE: I have done a worldwide analysis to show the causal link between lockdown policies and the reproduction number of the pandemic. This is of crucial importance to tell if

Maybe this deserves a bit more than just making fun of it ; so let’s explain why this report is total nonsense. (As followers know, I have spent a shitload

This is v. interesting - basically oxford econ did a huge database of world lockdown measures and ONS regressed it against known GDP prints. It works pretty well, so I