Roaring 20s Redux
@mishoiliev.bsky.social
Lives in Belgium. Politics. History. Used to do law then got a degree in economics. Fan of Keynesian economics, therefore, by MAGA’s standards, I am a communist 😂
Many startups do the fake-it-until-you-make-it stuff. The problem for OpenAI is theirs is mind-blowingly capital intensive. And all they offer is a chatbot that hasn’t yet proven exactly how useful it will be in increasing productivity.
November 21, 2025 at 2:03 PM
Many startups do the fake-it-until-you-make-it stuff. The problem for OpenAI is theirs is mind-blowingly capital intensive. And all they offer is a chatbot that hasn’t yet proven exactly how useful it will be in increasing productivity.
Private credit does not involve maturity or liquidity transforming the way classic shadow banking does. LPs that provide private credit are primarily equity financed. They’re not borrowing short term in order to make long term lending. Systemic risks from private credit is not comparable to 2008
November 18, 2025 at 4:49 PM
Private credit does not involve maturity or liquidity transforming the way classic shadow banking does. LPs that provide private credit are primarily equity financed. They’re not borrowing short term in order to make long term lending. Systemic risks from private credit is not comparable to 2008
Reposted by Roaring 20s Redux
“Radicalization doesn’t usually mean that someone abandons their old beliefs. Instead, it usually means that someone is convinced to embrace the worst version of themselves.”
Holy shit yes that’s exactly it
Holy shit yes that’s exactly it
he really is just a nazi, who appears to take joy in the fact that he once sort of knew better. www.everythingishorrible.net/p/was-vance-...
November 14, 2025 at 12:15 PM
“Radicalization doesn’t usually mean that someone abandons their old beliefs. Instead, it usually means that someone is convinced to embrace the worst version of themselves.”
Holy shit yes that’s exactly it
Holy shit yes that’s exactly it
Believe it or not, I never owned a car before. But now I got this plug-in hybrid Golf. Second hand, of course, since buying a new vehicle is a terrible investment, losing value immediately 😀
November 12, 2025 at 8:34 PM
Believe it or not, I never owned a car before. But now I got this plug-in hybrid Golf. Second hand, of course, since buying a new vehicle is a terrible investment, losing value immediately 😀
The feeling of invincibility around Donald Trump has been materially diminished by the decisive victories the Democrats scored.
November 8, 2025 at 11:40 AM
The feeling of invincibility around Donald Trump has been materially diminished by the decisive victories the Democrats scored.
Reposted by Roaring 20s Redux
Chris Murphy: "There will be pretty substantial damage to a Dem brand that has been rehabilitated if on the heels of an election in which the people told us to keep fighting, we immediately stop... if we surrender without having gotten anything, I worry it'll be hard to get them back up off the mat"
November 7, 2025 at 2:54 PM
Chris Murphy: "There will be pretty substantial damage to a Dem brand that has been rehabilitated if on the heels of an election in which the people told us to keep fighting, we immediately stop... if we surrender without having gotten anything, I worry it'll be hard to get them back up off the mat"
Reposted by Roaring 20s Redux
November 7, 2025 at 5:57 PM
This is a bit extreme but it’s important to know that this perspective exists and has some logic and merits
November 7, 2025 at 5:59 PM
This is a bit extreme but it’s important to know that this perspective exists and has some logic and merits
Reposted by Roaring 20s Redux
The invaluable scotusblog.com is liveblogging here: www.scotusblog.com/2025/10/oral...
November 5, 2025 at 3:09 PM
The invaluable scotusblog.com is liveblogging here: www.scotusblog.com/2025/10/oral...
AI accuracy. How the hell can this happen!
November 1, 2025 at 3:29 PM
AI accuracy. How the hell can this happen!
Reposted by Roaring 20s Redux
Trump floats Treasury secretary Scott Bessent as new Fed chair on.ft.com/4hxb58c
Trump floats Treasury secretary Scott Bessent as new Fed chair
US president expected to name successor to Jay Powell by Christmas
on.ft.com
October 28, 2025 at 2:34 PM
Trump floats Treasury secretary Scott Bessent as new Fed chair on.ft.com/4hxb58c
Reposted by Roaring 20s Redux
Fed nears end of QT amid signs of stress in money markets on.ft.com/4ocVlK9
Fed nears end of QT amid signs of stress in money markets
US central bank to begin debate on halting three-year phase of shrinking its balance sheet
on.ft.com
October 28, 2025 at 2:36 PM
Fed nears end of QT amid signs of stress in money markets on.ft.com/4ocVlK9
Musk proves yet again that “For me it was never about money, but about solving future problems of humanity”
Tesla chair warns Musk could quit if shareholders reject $1tn pay deal on.ft.com/3WLG8Ul
Tesla chair warns Musk could quit if shareholders reject $1tn pay deal
Robyn Denholm urges investors to support billionaire chief’s package ahead of crucial November 6 vote
on.ft.com
October 28, 2025 at 11:53 AM
Musk proves yet again that “For me it was never about money, but about solving future problems of humanity”
Trump beware, you’re not dealing with the same Xi Jinping as back in 2017.
This time around Mr Xi is less interested in trying to “understand” and more likely to “point out”. Nowadays he rarely uses the word “hope” or “believe” and prefers to “govern” and “defend”.
This time around Mr Xi is less interested in trying to “understand” and more likely to “point out”. Nowadays he rarely uses the word “hope” or “believe” and prefers to “govern” and “defend”.
For the first time in six years the two leaders will sit down together in a meeting on Thursday. Xi Jinping has changed in that time. Our data analysis shows what Donald Trump should expect from him
Xi Jinping is at his boldest and brashest. How will Donald Trump fare this week?
What 14,000 communications over 13 years tell you about China’s evolving leader
econ.st
October 27, 2025 at 11:52 AM
Trump beware, you’re not dealing with the same Xi Jinping as back in 2017.
This time around Mr Xi is less interested in trying to “understand” and more likely to “point out”. Nowadays he rarely uses the word “hope” or “believe” and prefers to “govern” and “defend”.
This time around Mr Xi is less interested in trying to “understand” and more likely to “point out”. Nowadays he rarely uses the word “hope” or “believe” and prefers to “govern” and “defend”.
Reposted by Roaring 20s Redux
🇸🇪🇺🇦 Swedish defense company Saab is considering establishing a plant in Ukraine for the final assembly and testing of Gripen fighter jets, - FT
The agreement with Ukraine could double Saab's production capacity needs. One option for financing the project could be the use of frozen Russian assets.
The agreement with Ukraine could double Saab's production capacity needs. One option for financing the project could be the use of frozen Russian assets.
October 27, 2025 at 9:32 AM
🇸🇪🇺🇦 Swedish defense company Saab is considering establishing a plant in Ukraine for the final assembly and testing of Gripen fighter jets, - FT
The agreement with Ukraine could double Saab's production capacity needs. One option for financing the project could be the use of frozen Russian assets.
The agreement with Ukraine could double Saab's production capacity needs. One option for financing the project could be the use of frozen Russian assets.
Reposted by Roaring 20s Redux
This video from Portland is a metaphor for what is going on in America. ICE trying so hard to get Americans to cross a line and if they don't, dragging them across the line and violently attacking.
October 26, 2025 at 7:17 PM
This video from Portland is a metaphor for what is going on in America. ICE trying so hard to get Americans to cross a line and if they don't, dragging them across the line and violently attacking.
Reposted by Roaring 20s Redux
October 25, 2025 at 3:45 PM
Reposted by Roaring 20s Redux
There’s no other way
Democratic leader Hakeem Jeffries backs Zohran Mamdani for NY mayor on.ft.com/4qs77Si
Democratic leader Hakeem Jeffries backs Zohran Mamdani for NY mayor
Party’s top brass has been hesitant to endorse progressive candidate despite his victory in primary
on.ft.com
October 24, 2025 at 9:53 PM
There’s no other way
Volvo Car up 25% this morning 😮
October 23, 2025 at 7:09 AM
Volvo Car up 25% this morning 😮
Another bummer for my portfolio, following weaker guidance and 20% drop today.
But I’m still confident that TeamViewer has a solid strategic vision and challenged execution which they should rectify in the near term
But I’m still confident that TeamViewer has a solid strategic vision and challenged execution which they should rectify in the near term
Today I bought some shares in the German software company TeamViewer which I view as undervalued
October 22, 2025 at 9:22 PM
Another bummer for my portfolio, following weaker guidance and 20% drop today.
But I’m still confident that TeamViewer has a solid strategic vision and challenged execution which they should rectify in the near term
But I’m still confident that TeamViewer has a solid strategic vision and challenged execution which they should rectify in the near term
It might turn out to be a mistake but I sold almost 30% of my gold position. Just thought it wise from a risk management perspective to cash in some of the gold gains.
October 21, 2025 at 8:28 AM
It might turn out to be a mistake but I sold almost 30% of my gold position. Just thought it wise from a risk management perspective to cash in some of the gold gains.
It pays to bet that Trump won’t act on the stuff that comes out of his mouth, Bloomberg found
October 21, 2025 at 5:36 AM
It pays to bet that Trump won’t act on the stuff that comes out of his mouth, Bloomberg found
Reposted by Roaring 20s Redux
Netherlands curtails intelligence-sharing with US over ‘human rights’ on.ft.com/49cR04M
Netherlands curtails intelligence-sharing with US over ‘human rights’
Dutch spy chiefs cite concerns about Trump administration’s ‘politicisation’ of services
on.ft.com
October 20, 2025 at 6:24 PM
Netherlands curtails intelligence-sharing with US over ‘human rights’ on.ft.com/49cR04M
Chat bots (AI) seem to be very useful when analyzing the investment thesis of specific companies. AI saves a lot of time. This seems to create exaggerated beliefs in the power and usefulness of AI amongst financial analysts.
Then these analysts hype AI, valuations go up, capex goes up, etc.
Then these analysts hype AI, valuations go up, capex goes up, etc.
October 18, 2025 at 8:49 AM
Chat bots (AI) seem to be very useful when analyzing the investment thesis of specific companies. AI saves a lot of time. This seems to create exaggerated beliefs in the power and usefulness of AI amongst financial analysts.
Then these analysts hype AI, valuations go up, capex goes up, etc.
Then these analysts hype AI, valuations go up, capex goes up, etc.