Just another pancake🥞analysing financial markets📈💡📉🤔 Also interested in (geo)politics (tweets in Dutch&English are on my own and also on🐳)

The Netherlands
Joined August 2017
All of the US's (former) allies need to be prepared for the US to walk away from every security/defense agreement it has by the end of the year.
❗️The Atlantic reports Trump wants a Ukraine peace deal signed by Zelenskyy and Putin at the December G20 summit in Miami, hosted at his golf club. Advisers say a November meeting in China between Trump, Xi and Putin could come first. The magazine says Trump is attracted to the idea of the three powers dividing the world into spheres of influence, even if pressure on Ukraine is required. A Ukrainian official said it feels as though decisions are being made without Kyiv. #Ukraine
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Wat gaat AI u kosten? Check mijn video voor het antwoord
AI dominante thema voor dit cijferseizoen. De vraag is, worden alle investeringen terugverdiend? Ralph Wessels van ABN AMRO blijft positief youtube.com/watch?v=EQuhhpvk… @ralphsfocus @ABNAMROeconomen
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wat een nachtmerrie als dit waar is🤬 @robdewijk en @ajboekestijn jullie thoughts?
1/ Russian sources expect that as well as purchasing Russian oil and diesel, Donald Trump will provide Russia with spare parts to repair the refineries damaged by Ukrainian drone strikes. They anticipate that Trump's fuel deal will lead to a Russian victory. ⬇️
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laat de trollen u niet in de mailing nemen!!!
Apparently the French, Dutch, German and Danish mothers all had the exact same thought, in the exact same order, on the exact same day. Remarkable.
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Ze lijken in de VS langzaam wakker te worden over de gevolgen van Trump’s beleid Vreemd dat dat nu pas is … Trump's America-first world is pushing other powers to hedge their bets cnbc.com/2026/09/12/brics-su…
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The boulder is easily 8-10m across that puts its weight around 1500-3000 metric tons ( ~ 2600 kg/m³ for typical Himalayan rock density) to move such a massive object the estimated drag force on that boulder could easily be of the order of 5 million to 20 million newtons for comparison, Falcon Heavy first stage rocket produces a force of 23 Million newtons!!!
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“The surprise visit by the director of the Central Intelligence Agency to Moscow this week was to deliver a warning to Russia not to attack NATO countries, according to people briefed on the visit.” wsj.com/politics/policy/cia-…
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Wie worden de echte AI-winnaars? Het cijferseizoen toont dat de AI-buildout onverminderd doorgaat De hyperscalers beginnen naast forse investeringen echter ook te verdienen Win-win zou je zeggen Maar de prijzen van de AI-modellen zelf vertellen een ander verhaal Meer info, zie⬇️
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Na een enorme rally op de beurs moeten semi's sinds eind juni een forse veer laten. Niet vreemd in mijn optiek. Dat de vola toeneemt, is ook niet vreemd als we in de volwassene fase van de bubbel zitten. Voor het uitgebreide verhaal, zie fd.nl/financiele-markten/160…
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heelmslecht als de overheid zich hiermee gaat bemoeien Mensen, en mssn nog wel meer ouders voor hun kinderen, kunnen over het algemeen betere keuzes maken
Aanrader Nav debat over hogere Erfbelasting (2)
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Ralph Wessels retweeted
Aanrader Nav debat over hogere Erfbelasting (2)
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We’re calling it: The war in Ukraine has entered a new phase. @KatStepanenko and I have authored a new special report studying how Ukraine is actively challenging the positional character of the war that has dominated the battlefield since 2023. Data on Russia’s battlefield performance indicates that the character of the war is shifting in favor of Ukrainian forces – at least for now. Russian forces rates of advances are stagnating while Ukrainian forces are employing novel tactics and operational concepts in efforts to break out of positional warfare. Neither Russia nor Ukraine can conduct operational maneuvers yet, however. The bottom line is that the war in Ukraine is competitive and far from stalemated. Ukrainian forces are out-innovating Russian forces in both military technologies and in applying these new technologies in effective operational concepts that can help Ukrainian forces break out of positional warfare. Ukraine is employing mechanized equipment in tactical maneuvers in ways that were impossible 12 months ago. Russia’s ability to conduct infiltration missions will likely continue to degrade as Ukraine’s intermediate-range strike campaign pushes Russia’s logistics and forward operating bases further away from the frontlines, reducing resourcing to sustain infantry tasked with infiltration missions. Ukraine may be able to scale these effects if they resourced properly by international partners. Ukraine’s advantage in intermediate range strikes is notably not permanent, and Russia will very likely eventually develop countermeasures to mitigate Ukraine’s advantages. Ukraine’s international partners thus have a rare and temporary opportunity to help Ukraine exploit favorable battlefield dynamics while Ukraine has the upper hand. Key Points of the report: • Russia’s rate of advance is plummeting during the Russian Spring-Summer 2026 offensive. • Russia is losing more soldiers to make fewer gains, with monthly Russian casualty rates reportedly outpacing monthly recruitment since December 2025. • Ukraine is starting to regain more ground than it is losing for the first time since 2023. • Ukraine’ recent counterattacks feature unique characteristics and deviate from key trends that defined the positional character of the war since 2023. • Ukraine is conducting a pattern of more frequent mechanized counterattacks at the tactical level for the first time since 2023. • The Ukrainian command’s operational planning is maturing. • Ukraine’s early 2026 counterattacks in the south were successful likely due to better planning and preparation of the battlefield. • Ukraine has been conducting a coherent campaign to suppress and destroy Russian air defenses since late 2025, in order to shape the battlefield as part of more sophisticated campaign planning. • Ukraine significantly intensified its intermediate-range strike campaign against dynamic targets in Spring 2026 in order to degrade Russian logistics at operational depths ahead of planned Ukrainian maneuver. • Ukrainian forces started actively disrupting Russian railway logistics in occupied Ukraine and Russian western regions in Spring 2026. • Ukrainian intermediate-range strikes are already achieving notable operational effects, including degrading Russia's ability to use the key Russian highway connecting Russia to occupied Crimea and GLOCs around Donetsk City. • Ukrainian forces decisively seized the initiative in intermediate-range strikes by fielding new technologies such as the US-made Hornet strike UAV, among other systems. • Ukrainian forces are achieving temporary tactical drone overmatch in some frontline sectors, which is slowing Russian offensive operations by degrading the effectiveness of Russian shaping operations. • Ukrainian forces likely achieved tactical drone overmatch in certain frontline sectors after degrading Russia’s drone capabilities in late 2025 to early 2026 - primarily by suppressing drone launch positions and increasingly intercepting Russian tactical UAVs. • Ukraine’s degradation of Russian forces at operational depth combined with tactical-level drone overmatch likely is creating vulnerabilities in the Russian lines. • Ukraine’s intermediate-range strike campaign is likely far from its zenith, assuming continued support from Ukraine’s partners, and will likely intensify over 2026 as Ukraine fields new weapons capable of striking Russian’s operational rear. Link to full report: understandingwar.org/researc…
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Alarm🚨 Stop de nieuwe Box 3 wet Het killt ondernemerschap en straft mensen die risico durven te nemen Dé mensen die de welvaart bepalen vd hele samenleving Als die het zat zijn en vertrekken, is het te laat @EersteKamer
Beste @EersteKamer leden, voormalige collega’s. Wat Gijs Strijker hier zegt klopt 100%. Gijs houdt zich zelfs nog in. De schade die dit onzalige Box 3 voorstel voor ons investeringsklimaat real time aanricht is gigantisch. Stop dit kansloze gedrocht!
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Trump, after having a 90 min phone call with Putin, puts out a truth social that he is considering withdrawing all troops from Germany. Something sinister is going on between them. It’s time for “concerned” Republicans to speak out
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Ralph Wessels retweeted
Next week month end rebalance selling is the largest ever. Also it is larger than any quarterly rebalance selling (as quarter end rebalances of fixed weights are often offset by risk adjusting for 3 month change in volatility).
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Ralph Wessels retweeted
How can dozens of ships defeat the US Blockade, as the FT repost below says is happening? The map shows how a tanker can travel from Kharg Island to Mumbai while remaining within the territorial waters of Pakistan and India. The US Blockade Rules and UNCLOS (UN Law of the Sea) give ships the right of innocent passage through a coastal state’s territorial sea, and it is the coastal state that will regulate that passage. Once in Pakistani or Indian waters, they can transfer their cargo or continue without entering international waters. @mercoglianos @johnkonrad
Good morning, Asia. While you were sleeping, one of our most-read stories reported that dozens of ships have managed to circumvent the blockade since it began — despite Donald Trump declaring it a ‘tremendous success’. ft.trib.al/uIGI0Yn
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