Mastodawn

#Eplenary adopted @EP_Economics mandate for #Securitisation and capital treatment for securitisations, led MEP Ralf #Seekatz
✅ Mandate Securitisation adopted: 294/194/86
✅ Mandate Capital treatment adopted: 294/192/90
MPEs ready to start negotiations with member states
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https://nitter.net/EP_Economics/status/2057407125727355018#m

ECON Committee Press May 6

MEPs from @EP_Economics voted on #Securitisation and capital treatment for securitisations, led MEP Ralf #Seekatz
✅Securitisation adopted: 33/25/1
✅Capital treatment adopted 33/25
https://www.europarl.europa.eu/news/en/press-room/20260505IPR42709/securitisation-maintaining-transparency-and-investor-protection-reducing-costs
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https://nitter.net/EP_Economics/status/2051700752578421115#m

Securitisation: maintaining transparency and investor protection, reducing costs | News | European Parliament

Packaged loans converted into securities should be subject to transparent, less burdensome reporting requirements and better supervision, to revive the securitisation market in the EU.

Wulfy—Speaker to the machines Mar 27

How the #AIBubble may be like the 2008 GFC thanks to SPVs / CDOs

#GPU #CoreWeave #NVIDIA #StructuredFinance #Securitisation #CDO #DataCentres #PrivateCredit #GFC2 #DerivativesMarket #PensionFunds #SPV #ComputeFutures #TechDebt #WallStreet #FinancialEngineering #2008Redux

Wulfy—Speaker to the machines Mar 25

@GhostOnTheHalfShell

10k words, wrong thesis.

He's banging on about GPUs in boxes. The actual scandal is GPUs as financial instruments. CoreWeave has $30B in debt collateralised against physical chips in SPVs (Special Purpose Vehicle), depreciated over 6 years based on projected inference revenue that doesn't exist. NVIDIA sells the GPUs, then rents some back, and that rental income services the debt used to buy them.

Nobody knows what an H100 is worth in 2028. Billions of dollars of structured finance assumes the answer is "enough."

Not asbestos in the walls, Ed. CDOs. Read a balance sheet instead of Pluralistic for once.

Zitron found the right neighbourhood and broke into the wrong house.

#AIBubble #GPU #CoreWeave #NVIDIA #StructuredFinance #TechDebt #Securitisation #WheresYourEdAt

Headlines Africa Feb 10

Africa: Securitisation Is Africa's Ticket to Financial Sovereignty: [New Times] Africa is on the cusp of its most ambitious transformation. By 2050, the continent aims to compete globally through value-added manufacturing, industrialisation, and innovation. http://newsfeed.facilit8.network/TQt9h8 #Africa #FinancialSovereignty #Securitisation #Industrialisation #Innovation

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Bundestag First Said Kontext Jan 8

#Securitisation tauchte zum ersten Mal im Protokoll der 46. Sitzung des 21. Deutschen Bundestages am 03.12.2025 auf. Das Protokoll findet sich unter https://dserver.bundestag.de/btp/21/21046.pdf

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Jan Penfrat Oct 15, 2025

Aaah finally a #Disinfo2025 panel that focuses on #FreeExpression and other human rights in the context of the work against #disinformation.

The brilliant @epirkova pushes back against the instrumentalisation of #FreeSpeech and the EU's #DSA to fuel far-right anti-democratic narratives. And she rightly calls out the incredible amount of #securitisation of the #disinfo debate. 👏

TinDrum Oct 3, 2025

Daniella Gabor on the Wallstreet Consensus (starts out in French but interview is in English)

i don't expect there to be too many takers but this is about the historical trajectories bw keysianism –> neoliberalism (washington consensus) –> a post neoliberal order that is still emerging. broadly distinguished from keyne's proposition that any social transformation we want we can pay for (the state can finance) to today where it might be characterised as any transformation we want private finance can pay for (which is of course contingent on transformation being agreeable to capital broadly)

for anyone unfamiliar daniella gabor is a phd in banking and finance and is an enormously knowledgable, insightful and charismatic speaker

#economics #macroFinance #criticalEconomics #securitisation #derisking #macro

https://www.youtube.com/watch?v=KuNvjV5OBpw