Professor Kalkyl

prof-kalkyl.bsky.social

22 April 2025 14:51

Tesla-tisdag!

Professor Kalkyl

prof-kalkyl.bsky.social

18 April 2025 08:44

Hermès blir spännande imorgon efter LVMHs relativt svaga Q1 i måndags. Äntligen rapportsäsong!

Professor Kalkyl

prof-kalkyl.bsky.social

16 April 2025 11:59

ASML live om 1h!

Umit Singh Dhuga

usdhuga.bsky.social

16 April 2025 11:27

When confusion-based consensus emerges around how to quantify a shock, one might reach instead for qualitative data — and try to quantify that. What % of companies have sought to quantify tariff impacts? Note the divergent approaches of Delta and United. That’s why @quartr.com is indispensable.

Umit Singh Dhuga

usdhuga.bsky.social

16 April 2025 07:39

#$ASML call this AM underscores this earnings season’s theme: how to quantify tariffs? See @quartr.com for Boolean comps ASML reported orders for the 1st quarter were almost €1bn euros less than expected — and warned that it does not know how to quantify the impact from recent tariff announcements.