Jens Muenster 🇩🇪 🇪🇺 🇦🇺
@jensmuenster.bsky.social
Former Banker and Hedge Fund Partner; Dipl. Vwl; Gym Rat; Not Investment Advice
4/n A new space giant forming?
October 24, 2025 at 7:48 PM
4/n A new space giant forming?
4/n The composition of stock market trading has changed. Chart via Mike Green/Substack
October 14, 2025 at 6:12 AM
4/n The composition of stock market trading has changed. Chart via Mike Green/Substack
The Marko Papic framework of Trump's negotiation tactics. I use tactics as opposed to strategy deliberately as it works until it doesn't.
October 12, 2025 at 5:17 AM
The Marko Papic framework of Trump's negotiation tactics. I use tactics as opposed to strategy deliberately as it works until it doesn't.
9/n A big chance for Australia. Some refineries are already in the process of being built ( for example ILU ASX for neodymium, praseodymium, dysprosium, terbium). Other companies working on final investment decision in various stages of advancement (COB ASX for cobalt or AVL ASX for vanadium).
October 11, 2025 at 1:51 AM
9/n A big chance for Australia. Some refineries are already in the process of being built ( for example ILU ASX for neodymium, praseodymium, dysprosium, terbium). Other companies working on final investment decision in various stages of advancement (COB ASX for cobalt or AVL ASX for vanadium).
7/n The EU remains popular in Europe.
October 3, 2025 at 5:32 AM
7/n The EU remains popular in Europe.
3/n Global equity market cap. Reference currency is US$ so this can change dramatically in coming years (I think).
September 5, 2025 at 8:32 AM
3/n Global equity market cap. Reference currency is US$ so this can change dramatically in coming years (I think).
7/n Quick update on current US tariff levels as of September 2025. It will change...
September 5, 2025 at 8:31 AM
7/n Quick update on current US tariff levels as of September 2025. It will change...
2/n Overview on global public debt (IMF data April 2025)
August 27, 2025 at 9:29 AM
2/n Overview on global public debt (IMF data April 2025)
1/n US versus EU financial systems
August 18, 2025 at 3:56 AM
1/n US versus EU financial systems
7/10 Same chart but rolling 10 year nominal GDP growth. Could get dicey quickly if the lines cross. Chart is from DB July 2025.
August 12, 2025 at 9:16 AM
7/10 Same chart but rolling 10 year nominal GDP growth. Could get dicey quickly if the lines cross. Chart is from DB July 2025.
6/n You want this chart in the negative area (nominal GDP Growth higher than 10 Year Yields) for easier management of debt load especially if debt/GDP is around 120%. Chart is from DB July 2025.
August 12, 2025 at 9:12 AM
6/n You want this chart in the negative area (nominal GDP Growth higher than 10 Year Yields) for easier management of debt load especially if debt/GDP is around 120%. Chart is from DB July 2025.
2/n German Space Start-Ups
August 10, 2025 at 8:31 AM
2/n German Space Start-Ups
1/n European Space Technology
Details on Ariane 6 Launch Vehicle (no US company/components involved)
Details on Ariane 6 Launch Vehicle (no US company/components involved)
August 10, 2025 at 8:29 AM
1/n European Space Technology
Details on Ariane 6 Launch Vehicle (no US company/components involved)
Details on Ariane 6 Launch Vehicle (no US company/components involved)
8/n Quantities of rare earth in US defense hardware:
August 8, 2025 at 3:58 AM
8/n Quantities of rare earth in US defense hardware:
5/n It is always hard when the shape-shifter is a friend...
July 27, 2025 at 1:49 AM
5/n It is always hard when the shape-shifter is a friend...
5/n More details on the use case for critical minerals (here limited to rare earths) from the Northern Minerals presentation:
July 12, 2025 at 3:49 AM
5/n More details on the use case for critical minerals (here limited to rare earths) from the Northern Minerals presentation:
4/n From the same presentation a list of the companies involved globally.
July 11, 2025 at 10:38 AM
4/n From the same presentation a list of the companies involved globally.
3/n The global supply chain for magnets is currently dominated by China.
The slide below is from a recent presentation of the Australian company Northern Minerals.
The slide below is from a recent presentation of the Australian company Northern Minerals.
July 11, 2025 at 10:38 AM
3/n The global supply chain for magnets is currently dominated by China.
The slide below is from a recent presentation of the Australian company Northern Minerals.
The slide below is from a recent presentation of the Australian company Northern Minerals.
2/n MP Materials got a sweetheart deal from the US government. In simple terms: MP Minerals mines critical minerals in the US, exports them to China for refining and the US received magnets (used in defense applications, EV's etc. ) back. The plan is to move full supply chain back to the US by 2028.
July 11, 2025 at 10:38 AM
2/n MP Materials got a sweetheart deal from the US government. In simple terms: MP Minerals mines critical minerals in the US, exports them to China for refining and the US received magnets (used in defense applications, EV's etc. ) back. The plan is to move full supply chain back to the US by 2028.
6/n Rutte is a Sec Gen of Nato but a former PM of Holland. In a way therefore also representing the EU in these discussions. His statement made me puke.
Best summarized what to think of this by former Lithuanian FM:
Best summarized what to think of this by former Lithuanian FM:
June 26, 2025 at 2:46 AM
6/n Rutte is a Sec Gen of Nato but a former PM of Holland. In a way therefore also representing the EU in these discussions. His statement made me puke.
Best summarized what to think of this by former Lithuanian FM:
Best summarized what to think of this by former Lithuanian FM:
2/n After months of Gold outperformance, is it time for Silver to shine? Australia is not a big player in silver mines with a few development project but nothing major.
Chart via Steve Strazza of AllStarCharts.com
Chart via Steve Strazza of AllStarCharts.com
June 7, 2025 at 6:33 AM
2/n After months of Gold outperformance, is it time for Silver to shine? Australia is not a big player in silver mines with a few development project but nothing major.
Chart via Steve Strazza of AllStarCharts.com
Chart via Steve Strazza of AllStarCharts.com
3/n The beginning of a different more determined approach of Europe to counter Russia?
kyivindependent.com/macron-starm...
kyivindependent.com/macron-starm...
May 10, 2025 at 8:41 AM
3/n The beginning of a different more determined approach of Europe to counter Russia?
kyivindependent.com/macron-starm...
kyivindependent.com/macron-starm...
1/n Europe Day 🇪🇺
Europe Day is a day celebrating "peace and unity in Europe" celebrated on 5 May by the Council of Europe and on 9 May by the European Union. The first recognition of Europe Day was by the Council of Europe, introduced in 1964.
Europe Day is a day celebrating "peace and unity in Europe" celebrated on 5 May by the Council of Europe and on 9 May by the European Union. The first recognition of Europe Day was by the Council of Europe, introduced in 1964.
May 10, 2025 at 8:01 AM
1/n Europe Day 🇪🇺
Europe Day is a day celebrating "peace and unity in Europe" celebrated on 5 May by the Council of Europe and on 9 May by the European Union. The first recognition of Europe Day was by the Council of Europe, introduced in 1964.
Europe Day is a day celebrating "peace and unity in Europe" celebrated on 5 May by the Council of Europe and on 9 May by the European Union. The first recognition of Europe Day was by the Council of Europe, introduced in 1964.
5/n Chart by T Slok & Team of Apollo Global Management. Recession incoming as result of the tariffs.
April 28, 2025 at 4:11 AM
5/n Chart by T Slok & Team of Apollo Global Management. Recession incoming as result of the tariffs.
5/n Is it different this time?
Chart via Matt Weller.
Chart via Matt Weller.
April 12, 2025 at 6:42 AM
5/n Is it different this time?
Chart via Matt Weller.
Chart via Matt Weller.