Inverse correlation between employee cost and productivity:
Why are Euro auto brands losing to China? Well... let's look at costs, productivity, employee output, etc. Hard to compete with this.
"Using VW’s auto plants as a proxy, labor costs, labor productivity, sick leave rates, unit costs and electricity costs in its China plants are a fraction of what they are in Europe, so no one should be surprised at the market share shifts on the right. Even the imposition of 17%-35% tariffs has done little to slow European imports of Chinese EVs."
Chewing Glass retweeted
Breaking
lifespan.com/blogs/magazine/…
Chewing Glass retweeted
Keanu Reeves has reportedly been confirmed to reprise his role as Johnny Silverhand in the upcoming live-action adaptation of CYBERPUNK 2077.
Dzieje się w USA. Duże firmy dostają bana na zatrudnianie imigrantów na wizach H-1B. Wśród firm z blokadą duże name’y.
.@Sonderling47: "I am hereby suspending from the Permanent Labor Certification Program some of the largest IT outsourcing firms in the world — Cognizant, Infosys, Tata, Wipro, HCL, and Capgemini — and also, due to multiple active federal investigations, @USDOL is suspending Microsoft and Adobe from the program."
Chewing Glass retweeted
We're starting to see 2008-level discounts in Florida's housing market.
Take this condo.
Owner bought for $220,000 in 2024.
Now pending at a $138,000 asking price in 2026.
A staggering 38% decline in two years. Down to $107 PSF.
But here's where things get more interesting.
Zillow estimates this condo could rent for $2,000/month, equating to a staggering 18% gross annual rental yield.
However, the HOA fee is $780/month, significantly denting net rental returns.
We haven't seen discounts like this in Florida in nearly a decade. But the cost of HOA, property taxes, and insurance in is still making it difficult for buyers.
To see how much to offer on properties like this, use Reventure's listing analyzer: reventure.app/listingtool/Pj…
$XTB Powodów takiego wzrostu może być zapewne kilka. Jeden z nich stanowi zamknięcie działalności CFD przez mBank, natomiast drugi (i byłoby to mega pozytywne info) przyspieszenie akwizycji w Europie Zach. i Indonezji, gdzie klienci chcą mieć dostęp też do rynku polskiego.
#XTB Z ciekawości otworzyłem konto w Trade Republic. Już na pierwszy rzut oka widać, że nie mają szans z naszym narodowym czempionem. Jedyne z czego można skorzystać to oprocentowanie rachunku do 200kPLN powyżej obligacji 10Y, ale ciężo będzie im to chyba utrzymać long term.
#AMD Biorąc pod uwagę obecną wycenę i kurs YTD, może być to trochę zaskakujące, ale kolejni analitycy podnoszą ceny docelowe dla AMD. Lisa Su stwierdziła ostatnio, że nawet pomimo wzrostu podaży w 2027 nie będą w stanie zaspokoić popytu. Szykują się kolejne podwyżki CPU/GPU?
Patrząc na to co się dzieje na ulicach, chodnikach i w szpitalach, hulajnogi elektryczne powinny zostać zakazane asap ‼️
Pomimo słabych informacji płynących z IG Group dot. 3Q, Plus500 zaprzecza, że u niech źle. Wręcz przeciwnie: "The Group continued to perform strongly during the quarter, building on the record financial results and strategic progress delivered in H1 2026." tradingview.com/news/reuters…
#XTB Wygląda na to, że pierwsze odczyty wyników brokerów za 3Q wywołują ogólną korektę sektora. Plus50 -10%, IG Group -25%.
Na rynku pojawi się nowa wersja Nvidia DGX Spark z 64gb pamięci. Wszystko po to, aby wersja z 128gb, obecna w aktualnej ofercie, podrożeć mogła o >50% (4000->7000 USD). Ciężko to nawet jakoś skomentować 🫣
#XTB Wygląda na to, że pierwsze odczyty wyników brokerów za 3Q wywołują ogólną korektę sektora. Plus50 -10%, IG Group -25%.
Elon Musk’s first wife explains what it takes to become a billionaire:
Justine Musk, first wife of billionaire Elon Musk, knows a thing or two about wealth and hard work — her ex-husband is a founder of PayPal, CEO of Tesla and SpaceX, and has an estimated net worth of $248.7 billion.
She posted a response to a Quora thread asking the question “Will I become a billionaire if I am determined to be one and put in all the necessary work required?”
Her answer is “no,” though she says that the Quora reader is asking the wrong question altogether.
“You’re determined. So what? You haven’t been racing naked through shark-infested waters yet,” she writes. “Will you be just as determined when you wash up on some deserted island, disoriented and bloody and ragged and beaten and staring into the horizon with no sign of rescue?”
She then offers some advice:
“Shift your focus away from what you want (a billion dollars) and get deeply, intensely curious about what the world wants and needs. Ask yourself what you have the potential to offer that is so unique and compelling and helpful that no computer could replace you, no one could outsource you, no one could steal your product and make it better and then club you into oblivion (not literally). Then develop that potential. Choose one thing and become a master of it. Choose a second thing and become a master of that. When you become a master of two worlds (say, engineering and business), you can bring them together in a way that will a) introduce hot ideas to each other, so they can have idea sex and make idea babies that no one has seen before and b) create a competitive advantage because you can move between worlds, speak both languages, connect the tribes, mash the elements to spark fresh creative insight until you wake up with the epiphany that changes your life.
The world doesn’t throw a billion dollars at a person because the person wants it or works so hard they feel they deserve it. (The world does not care what you want or deserve.) The world gives you money in exchange for something it perceives to be of equal or greater value: something that transforms an aspect of the culture, reworks a familiar story or introduces a new one, alters the way people think about the category and make use of it in daily life. There is no roadmap, no blueprint for this; a lot of people will give you a lot of advice, and most of it will be bad, and a lot of it will be good and sound but you’ll have to figure out how it doesn’t apply to you because you’re coming from an unexpected angle. And you’ll be doing it alone, until you develop the charisma and credibility to attract the talent you need to come with you.
Have courage.
And good luck.
Wyniki $MU wraz guideline’m absurdalne. Jedyny raz widziałem coś takiego niedawno na Nvidii.
Na tle tego co dzieje się w ostatnich latach w CCC, to LPP wygląda jak jeden z ostatnich, sensownych podmiotów w polskiej czy regionalnej, szerokopojętej odzieżówce. Podmioty takie jak CDR, LPP czy Asbis mają jeden wspólny pierwiastek. Myślenie long term o biznesie i reputacji.
Chewing Glass retweeted
The presumption that the Fed raising short-term rates reduces inflation is predicated on the belief that higher rates reduce demand and investment.
But what if higher rates don’t reduce demand and investment because the demand for intelligence and energy is unaffected by higher rates because winning the race for super intelligence has a near infinite ROI and the demand for compute will remain incalculable.
Why won’t higher rates at this unique moment in history therefore lead to more inflation as interest costs are embedded in everything?
And the problem is compounded as the more the Fed raises rates, the more inflation we will have and the more the Fed will need to raise rates further and so on.
But what if the old models don’t apply to the current paradigm and the Fed is wrong?
I think the Fed might have just made a mistake. Am I right or am I wrong?
#XTB No i do XTB wjeżdża w końcu handel 24h. Tutaj przynajmniej to hasło „robimy, nie gadamy” nie ma fikcyjnego charakteru.



















