Economics and Financial Markets

Joined December 2020
Beim ersten Versuch mit dem Mietendeckel in Berlin hat sich das Angebot an inserierten Mietwohnungen ruck zuck halbiert.
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I would bet against this statement "This time is different" are expensive terms in financial markets.
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US has much higher debt costs that all other countries on the list.
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Another area where China and Asia lead. Interestingly, many European countries are ahead of the USA.
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Aus heutiger Sicht es es denkbar, dass in der Amtszeit KKS beide Schweizer Grossbanken von der Bildfläche verschwinden.
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AI development slowdown
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Production costs of VW (from Bild). Hard to compete.
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This is a clear disadvantage for the US with its high leverage.
The gap between benchmark borrowing costs in the US and China has reached its widest level ever, threatening to accelerate a shift in capital flows between the world’s two biggest economies. ft.trib.al/ErVDopv
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The US needs a lot of money: 1. Government deficit (5-8% of GDP) 2. Private (close to alltime low) 3. Companies (Capex) One (likely) source is external (from abroad) financing. But it means large capital imports and by implication a (big) current account deficit.
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No rare earths no jets. Who holds the cards?
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Biggest budget deficit ever. Income from tariffs: negative.
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5Y performance (in LC) through 31.07.2026: - MSCI EMU: 65% - MSCI USA: 75% - European Banks: 321% - Mag 7: 189% - Semis: 256% PE European banks: 11. Conclusion: hype vs. reality & the stock market is not the economy.
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Interessante Taktik von Vollering und Reusser. Hoffentlich gewinnt KN am Ende die Tour.
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Models and applications are the driver of all the CAPEX and the high margins in the other areas.
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Question to AI specialists: why did the token price index from Silicon Data go down by around 15 yesterday?
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The US becomes more and more protectionist. Short term gain (maybe), long-term pain (for sure).
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The German car industry struggles to stay competitive against Chinese carmakers. We will see how long it will take till the US AI industry struggles against the Chinese AI industry (if it is not already happening big time)
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