Reposted by Michael P. Bornemann
Retail Investor portfolio allocations to Commodities remain historically low...
Especially commodities ex-precious metals (still at a record low).
Early. 📈
Especially commodities ex-precious metals (still at a record low).
Early. 📈
January 4, 2026 at 6:32 PM
Retail Investor portfolio allocations to Commodities remain historically low...
Especially commodities ex-precious metals (still at a record low).
Early. 📈
Especially commodities ex-precious metals (still at a record low).
Early. 📈
Reposted by Michael P. Bornemann
As the legendary Lübeck Bürgermeister Hinrich Castrop and leader of the Hanseatic League put it in the late 15th century: „it is always easier to hoist the banner of war but a lot more costly taking it down in honour”……
January 4, 2026 at 7:41 AM
As the legendary Lübeck Bürgermeister Hinrich Castrop and leader of the Hanseatic League put it in the late 15th century: „it is always easier to hoist the banner of war but a lot more costly taking it down in honour”……
Reposted by Michael P. Bornemann
Yet more evidence in the NYT long read on Ukraine that JD Vance, a heartbeat away from the US presidency and probable 2028 Republican presidential nominee, would be a disaster for European security. www.nytimes.com/interactive/...
December 30, 2025 at 10:44 PM
Yet more evidence in the NYT long read on Ukraine that JD Vance, a heartbeat away from the US presidency and probable 2028 Republican presidential nominee, would be a disaster for European security. www.nytimes.com/interactive/...
Lovely summary of selected places to must visit in 🇩🇪
Perfect description of Hamburg btw, no complaints here! 😉
🙏 @hotgpod.bsky.social
podcasts.apple.com/de/podcast/h...
Perfect description of Hamburg btw, no complaints here! 😉
🙏 @hotgpod.bsky.social
podcasts.apple.com/de/podcast/h...
Where To Go in Germany - Part 1
Podcast-Folge · History of the Germans · F220 · 41 Min.
podcasts.apple.com
December 25, 2025 at 12:46 PM
Lovely summary of selected places to must visit in 🇩🇪
Perfect description of Hamburg btw, no complaints here! 😉
🙏 @hotgpod.bsky.social
podcasts.apple.com/de/podcast/h...
Perfect description of Hamburg btw, no complaints here! 😉
🙏 @hotgpod.bsky.social
podcasts.apple.com/de/podcast/h...
Reposted by Michael P. Bornemann
The Donald J. Trump
And Abraham Lincoln Memorial
And Abraham Lincoln Memorial
December 19, 2025 at 8:19 PM
The Donald J. Trump
And Abraham Lincoln Memorial
And Abraham Lincoln Memorial
Reposted by Michael P. Bornemann
Howard Marks: “One key risk to consider is the possibility that the boom in data center construction will result in a glut. Some data centers may be rendered uneconomic, and some owners may go bankrupt.” www.bloomberg.com/news/article...
AI Data Center Boom Sparks Fears of Glut Amid Lending Frenzy
Two data center billionaires minted before anything is even built. A borrower seeking a loan for 150% of the construction cost. And companies that are using financial engineering to keep liabilities o...
www.bloomberg.com
December 12, 2025 at 4:33 PM
Howard Marks: “One key risk to consider is the possibility that the boom in data center construction will result in a glut. Some data centers may be rendered uneconomic, and some owners may go bankrupt.” www.bloomberg.com/news/article...
If this is being implemented, sell airline stocks⚠️💥
It's not just social media. Looks like visitors to the US from Europe and other countries that are part of the visa waiver program will have to submit an enormous amount of data about themselves and their families, including DNA, if proposed new rules are accepted
December 12, 2025 at 12:31 PM
If this is being implemented, sell airline stocks⚠️💥
Reposted by Michael P. Bornemann
December 6, 2025 at 12:00 PM
Reposted by Michael P. Bornemann
FRED HICKEY: “A $5 trillion market cap for a cyclical semiconductor stock is utterly insane. I’ve watched Nvidia’s stock collapse five or six times by more than 50%. After the burst of the dotcom bubble, it went down 90%.“ themarket.ch/english/gold...
November 19, 2025 at 6:51 PM
FRED HICKEY: “A $5 trillion market cap for a cyclical semiconductor stock is utterly insane. I’ve watched Nvidia’s stock collapse five or six times by more than 50%. After the burst of the dotcom bubble, it went down 90%.“ themarket.ch/english/gold...
Reposted by Michael P. Bornemann
Excellent chart
Bof FMS: For the first time since August 2005, most investors say companies are overinvesting
November 18, 2025 at 11:27 AM
Excellent chart
This sums it up!
⚠️👇😮
⚠️👇😮
The rise of Retail.
The 2020 stimmy unleashed a wave of speculation that has only grown and intensified since.
There is an air of desperation.
People feeling like they’re behind and trying to catch-up by taking big risks, people chasing those stories of overnight wealth, and even folk trying to g
The 2020 stimmy unleashed a wave of speculation that has only grown and intensified since.
There is an air of desperation.
People feeling like they’re behind and trying to catch-up by taking big risks, people chasing those stories of overnight wealth, and even folk trying to g
November 18, 2025 at 8:35 AM
This sums it up!
⚠️👇😮
⚠️👇😮
Reposted by Michael P. Bornemann
‘AI and, more generally, tech stocks have become the great overarching gods that dominate the stock market firmament. To suggest they are immortal and the investment sky will remain blue even as they are toppled is naive to the point of being fatuous.‘ www.scmp.com/opinion/worl...
Opinion | With AI looking increasingly like a liability, a storm is coming
It is the tech sector’s projected spending that points to trouble ahead. Are investors prepared to wait for the return on their investment?
www.scmp.com
November 16, 2025 at 5:20 PM
‘AI and, more generally, tech stocks have become the great overarching gods that dominate the stock market firmament. To suggest they are immortal and the investment sky will remain blue even as they are toppled is naive to the point of being fatuous.‘ www.scmp.com/opinion/worl...
Reposted by Michael P. Bornemann
‘Billionaire Peter Thiel’s latest 13F didn’t show off a mere trim, but a full-blown exit from AI bellwether Nvidia (NVDA). Thiel had previously warned about AI’s hype cycle running far ahead of its real economics, and his Q3 portfolio shakeup aligns with that view.‘ www.thestreet.com/investing/pe...
November 16, 2025 at 4:40 PM
‘Billionaire Peter Thiel’s latest 13F didn’t show off a mere trim, but a full-blown exit from AI bellwether Nvidia (NVDA). Thiel had previously warned about AI’s hype cycle running far ahead of its real economics, and his Q3 portfolio shakeup aligns with that view.‘ www.thestreet.com/investing/pe...
Reposted by Michael P. Bornemann
So the BBC director general has had to resign because Panorama suggested that Trump tried to overturn the result of the 2020 presidential election? Because obviously that never happened …
November 9, 2025 at 6:52 PM
So the BBC director general has had to resign because Panorama suggested that Trump tried to overturn the result of the 2020 presidential election? Because obviously that never happened …
Always worth reading!
Z⚠️👇
Z⚠️👇
New comment is up! 🐳😉
www.hussmanfunds.com/comment/mc25...
www.hussmanfunds.com/comment/mc25...
An Unsustainable Equilibrium - Hussman Funds
The S&P 500 stands at the most extreme level of valuations in history. This record aligns precisely with the happiest and most satisfying moment of a speculative bubble: the point where wildly misalig...
www.hussmanfunds.com
October 28, 2025 at 3:36 PM
Always worth reading!
Z⚠️👇
Z⚠️👇
@kofinas.bsky.social - since I've learned that you're reading up on The Habsburgs, you may wish to check out this podcast & related website. Enjoy!
c/ @hotgpod.bsky.social
podcasts.apple.com/de/podcast/h...
c/ @hotgpod.bsky.social
podcasts.apple.com/de/podcast/h...
The Fall and Rise of the House of Habsburg - Trailer
Podcast-Folge · History of the Germans · F203 · 7 Min.
podcasts.apple.com
October 20, 2025 at 3:15 PM
@kofinas.bsky.social - since I've learned that you're reading up on The Habsburgs, you may wish to check out this podcast & related website. Enjoy!
c/ @hotgpod.bsky.social
podcasts.apple.com/de/podcast/h...
c/ @hotgpod.bsky.social
podcasts.apple.com/de/podcast/h...
Relief for investors. Will that last? ⚠️👇
The results from Saturday's poll.
Folks are leaning bullish for the first time in 3 weeks.
Thanks for voting!
Folks are leaning bullish for the first time in 3 weeks.
Thanks for voting!
October 19, 2025 at 11:26 AM
Relief for investors. Will that last? ⚠️👇
The Gateway Arch
Podcast-Folge · Everything Everywhere Daily · 08.10.2025 · 15 Min.
podcasts.apple.com
October 8, 2025 at 7:14 PM
Reposted by Michael P. Bornemann
The first Habsburg Emperor - who was a bit of a persitent disappointment - or wasn't he?
October 5, 2025 at 2:06 PM
The first Habsburg Emperor - who was a bit of a persitent disappointment - or wasn't he?
Reposted by Michael P. Bornemann
'NVIDIA operates as the supplier, customer and investor of every major Neocloud. This is extremely strange, and smacks of the kind of desperate moves that a company makes when it doesn't believe there will be enough future customers to sustain its growth.' www.wheresyoured.at/is-there-any...
Is There Any Real Money In Renting Out AI GPUs?
NVIDIA has become a giant, unhealthy rock on which the US markets — and to some extent the US economy — sits, representing 7-to-8% of the value of the market and a large percentage of the $400 billion...
www.wheresyoured.at
September 19, 2025 at 7:33 PM
'NVIDIA operates as the supplier, customer and investor of every major Neocloud. This is extremely strange, and smacks of the kind of desperate moves that a company makes when it doesn't believe there will be enough future customers to sustain its growth.' www.wheresyoured.at/is-there-any...
This 👇⚠️
China tells its tech companies to stop buying Nvidia’s AI chips on.ft.com/4nqNbxr
China tells its tech companies to stop buying Nvidia’s AI chips
Beijing steps up efforts to boost semiconductor independence
on.ft.com
September 17, 2025 at 8:59 AM
This 👇⚠️
Reposted by Michael P. Bornemann
MCD joins many of the other restaurants
@conorsen.bsky.social
@conorsen.bsky.social
September 15, 2025 at 7:13 PM
MCD joins many of the other restaurants
@conorsen.bsky.social
@conorsen.bsky.social
This 👇👍 c/ @jessefelder.bsky.social
September 15, 2025 at 3:10 PM
This 👇👍 c/ @jessefelder.bsky.social
Reposted by Michael P. Bornemann
AI will not fix this.
Nor will lower interest rates.
But you can be sure your tax dollars will go to making them whole.
www.nytimes.com/2025/09/15/b...
Nor will lower interest rates.
But you can be sure your tax dollars will go to making them whole.
www.nytimes.com/2025/09/15/b...
September 15, 2025 at 12:24 PM
AI will not fix this.
Nor will lower interest rates.
But you can be sure your tax dollars will go to making them whole.
www.nytimes.com/2025/09/15/b...
Nor will lower interest rates.
But you can be sure your tax dollars will go to making them whole.
www.nytimes.com/2025/09/15/b...