EU's Twitter Regulation and VPN Bans Silence Dissent
This perspective needs to be debated in Europa - the comparison that it is the behavior of totalitarian states cannot be neglected The problem is obvious if EU states do both: 1. Regulate content on Twitter 2. Bans VPNs Then you have effectively removed critical voices from reaching the voters.
US Threatens to Decline UN Relevance Over Iran Threat
USA will test the relevance of UN - Iran is mining the Strait of Hormuz and attacking merchant ships - If UN does not find that illegal and if UN cannot at least try to participate in trying to find...
Europe’s Industries Still Rely on U.S. Support
When someone says 'Europe don't need USA' - do ask 'to what' - point is that Germanys automotive industry needed USA. My guess is that in reality we will see an abundance of similar examples in the future.
Ignore Outdated Analysts; Focus on Future Earnings
Stocks price on future earnings Hope you didn't listen to a rearview analyst telling you that Schiller PE was alarmingly high.
EU's Indecision Wastes Time Amid Accelerating Global Race
All the time EU spends trying to not join team USA or team China+Russia is wasted time - which is a disaster because of the breakneck speed the world is moving by atm.
Danish Index Underweights Tech: Deliberate Strategy?
Danish (European) index investing is being underweight technology - I guess that is a strategy 🙃
Near‑Russia Nations Push Realism, Threatening EU Unity
I have long been saying that Finland, the Baltics, and other countries next to Russia are the European countries that needs to be realistic about China and Russia. This realism can create a fracture in Europa, since Spain and...
Spot Real Signals, Not Retroactive Expert Noise
My best investing advice is: “Pay notice to which experts gets it right and who gets it wrong” - aka identify signal and noise and stop wasting time and money on noise. Pay notice to which experts thought: - There was an AI...
Europe’s Dilemma: Funding Ukraine, Buying Russian Energy, Aligning with China
Could someone please explain to the europeans that China supports Russias war in Ukraine. Do Europeans want to: 1. Fund the Ukraine fighting Russia 2. Buy energy in Russia funding Russias war in Ukraine 3. Team up with China that is supporting...
US Favors Economic Pressure, Watches Iran and Europe's Allegiance
Time works for USA atm. Economic Fury is way better than bombs. USA is waiting for Iran to figure out who the leadership is. Actually also waiting for Europe to chose a path - team China or team USA.
Finland Sparks EU Debate on China‑Russia‑North Korea Alliance
I think Finland is starting the ‘debate’ in EU if EU really want to be on team China+Russia+NorthKorea
China's Oil Wells at Risk Without Immediate Iranian Flow
Iran is without revenues, but way more important is that the oilwells that China relies on might be permanently damaged if oilflows does not start again within a short time
Europe’s 450 M Consumers Offer Leverage over China
Mertz nails it - 450 mio CONSUMERS is what Europe is - and that gives us leverage against the world’s factory - China. But only if we team up with someone who has tech and hard power.
Kallas Pushes Free Hormuz Passage, Hints Toll
Kallas is arguing for free passage through Hormuz. Sounds like someone is brewing on building a tollbooth
China's Powerplay Stumbles, Solution on Horizon
Yes, this is a powerplay with China, but China has blinked once, so hard not see a solution incoming.