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mpb116.bsky.social
*Panta Rhei* <In Pursuit of Real Returns>
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Muss man anhören - es lohnt sich, ist aber ernüchternd! podcasts.apple.com/de/podcast/m...

Interesting conversation- make time to listen in. ⚠️⬇️ podcasts.apple.com/de/podcast/t...

FT Alphaville comment section www.ft.com/content/ca1c...

From @gideonrachman.bsky.social's excellent column on Trump Making Europe Great Again As one leading French businessman put it to me, with more than a touch of ambivalence: “It is very clear. The Germans can’t sell their cars. So they will make tanks.” www.ft.com/content/724d...

Has X been DOGEd?

'Home builders are being cautious as they already have a glut of finished inventory. Tariffs will give them another reason to hit the brakes. This is a bad sign for the housing market, which needs more supply to bring prices back down to more affordable levels.' www.wsj.com/economy/hous...

Whether one thinks #Gold is a "barbaric relic" or a Store of Value (SoV) this podcast is definitely worth listening to⚠️ #IGWT #XAU podcasts.apple.com/de/podcast/t...

This 👇⚠️

'Once completed, the data center can house 100,000 Nvidia-made GB200 chips, the lifeblood of artificial intelligence. They require an enormous amount of power, and in total, the data center will guzzle 300 megawatts of electricity.' www.theinformation.com/articles/ins...

Link to Saturday Poll x.com/chartfest1/s...

Donald Trump's face color today registers as color hex #a98158, aptly named Dusty Amber. Definition: Dusty Amber is a muted and earthy shade of orange, reminiscent of sunbaked clay and dried leaves...

Die CDU unterliegt bei der Abstimmung zur Migration. Die unwürdige Blockade der Linken zeigt ihre Angst vor dem Verlust der Deutungshoheit

#MAGA. It's a cult. Nothing to add here

Was Olaf Scholz von seiner dänischen Amtskollegin in Sachen Migration lernen kann

open.spotify.com/track/69QHm3...

“To admit that an opponent might be both honest and intelligent is felt to be intolerable. It is more immediately satisfying to shout that he is a fool or a scoundrel, or both, than to find out what he is really like.” — George Orwell He left us 75yrs ago today, aged 46.

I have an article coming out in which I argue that we’re in danger of seeing another Biedermeier period of people withdrawing into the private. And these are the latest German numbers:

Ein neuer Politikertypus hat Deutschland erobert: jung, ohne Berufserfahrung, bestens vernetzt. Nun scheitert er

An interesting podcast, worthwhile to listen to. podcasts.apple.com/de/podcast/t...

open.spotify.com/track/41TqRB...

open.spotify.com/track/63OFKb...

podcasts.apple.com/de/podcast/h...

#OTD, December 29, 1832, the publisher and entrepreneur Johann Friedrich #Cotta died in Stuttgart. Headed by #Goethe and #Schiller, Cotta’s roster is a veritable who is who of the great writers of the classic and romantic period. 🧵(1/

Musk practically admits to being a neo-Nazi and the world just carries on like it’s a normal day? This is Trump’s America. www.nytimes.com/2024/12/28/w...

Stuck on the tarmac because of fog at Gatwick and they asked if anyone wanted to have a look in the cockpit. This happened to me once before in 2019 and I did not take the opportunity. No way I would make the same mistake again…

Not good, be cautious and alert ‼️ 👇👇

Dow Theory to be applied 👇⚠️

Zusammenfassung der Hintergründe und interessanter Blick in die heutige Zeit mit dem angespannten Verhältnis zu #Russland . #Ukraine #SPD Es lohnt sich.... podcasts.apple.com/de/podcast/e...

👇 worthwhile to listen podcasts.apple.com/de/podcast/e...

Syria’s Assad trapped by rebel advance and refusal to compromise https://www.ft.com/content/b62e834d-e8fe-45a7-be18-3221b3d05515

Erneut eine interessante Folge! ⤵️ podcasts.apple.com/de/podcast/m...

Von wem wollen die Deutschen künftig regiert werden? Eine neue Umfrage gibt Einblicke www.nzz.ch/internationa...

Die USA nach den Wahlen: Trump ernennt ehemaligen General Kellogg zum Ukraine-Gesandten www.nzz.ch/internationa...

This is worthwhile reading⚠️ Fasten seatbelts for 2025 hope for the best prepare for the worst! 👇👇 open.substack.com/pub/quoththe...

There is political sense in constraining strikes to Kursk if the stated rationale is to respond to North Korean involvement. But I agree that these aren’t likely to be highest priority ATACMS targets—and ironic that first use will be in aid of a Ukrainian incursion that admin was sceptical about.

Those #MAHA warriors at work! *Make America Healthy Again * 🧐⚠️⬇️🤷‍♂️

More than just a grain of truth 👇